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Virtual Assistant Intake Jobs in California (NOW HIRING)

Intake Specialist - REMOTE

Los Angeles, CA · Remote

$19.25 - $25.50/hr

Collect and verify client information through various channels. * Assist clients in navigating the ... Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified ...

Medical Assistant

La Jolla, CA · On-site

$25 - $26/hr

Collect and verify insurance, demographic, and intake information while maintaining accurate ... Coordinate with virtual assistants and central support teams for scheduling, billing, and prior ...

... Intake, Supplies, QA, Operations) to ensure full onboarding readiness · Arrange travel ... S. · Facilitate in-house and virtual clinical training sessions · Support hands-on clinical skill ...

Facilitate new business intake processes, including opening new clients and matters, initiating ... Coordinate hearings, depositions, mediations, and trial logistics, including virtual appearances ...

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Virtual Assistant Intake information

What are the key skills and qualifications needed to thrive as a Virtual Assistant Intake, and why are they important?

To thrive as a Virtual Assistant Intake, you need excellent organizational abilities, attention to detail, and strong communication skills, often supported by experience in administrative roles or customer service. Familiarity with CRM systems, scheduling software, and cloud-based collaboration tools is typically required. Exceptional interpersonal skills, discretion, and the ability to multitask make someone stand out in this position. These skills ensure efficient client onboarding, smooth workflow management, and a positive first impression for the organization.

What are some common challenges faced by Virtual Assistant Intake professionals, and how can they be managed effectively?

Virtual Assistant Intake professionals often navigate high volumes of inquiries and must accurately gather and organize client information, which can sometimes be overwhelming. Effective time management and the use of robust CRM tools are essential to keep track of details and ensure prompt follow-up. Additionally, clear communication and active listening skills help avoid misunderstandings and ensure all client needs are addressed efficiently. Collaborating closely with other team members, such as account managers or support staff, also helps distribute workload and maintain service quality.

What are Virtual Assistant Intake specialists?

Virtual Assistant Intake specialists are remote professionals who handle the initial onboarding, screening, and information gathering processes for clients or customers. They often serve as the first point of contact, collecting essential details, assessing needs, and ensuring that all necessary information is properly documented for further action. Their work streamlines workflows, improves client experiences, and supports organizations in managing new requests efficiently. This role is especially common in healthcare, legal, and service-based industries.

What is the difference between Virtual Assistant Intake vs Virtual Assistant?

AspectVirtual Assistant IntakeVirtual Assistant
CredentialsBasic administrative skills, familiarity with communication toolsSame as Intake, often with additional specialized skills
Work EnvironmentRemote, client-facing, often involves onboardingRemote, supporting various client tasks
Employer & Industry UsageUsed in service onboarding, client managementGeneral support across industries
Search & Comparison IntentFocus on client onboarding and intake processesBroader support tasks

The main difference is that a Virtual Assistant Intake specializes in onboarding and initial client communication, while a Virtual Assistant provides ongoing support across various tasks. Intake roles focus on client setup, whereas Virtual Assistants handle day-to-day administrative or operational duties.

What are popular job titles related to Virtual Assistant Intake jobs in California? For Virtual Assistant Intake jobs in California, the most frequently searched job titles are:
What cities in California are hiring for Virtual Assistant Intake jobs? Cities in California with the most Virtual Assistant Intake job openings:
Intake Specialist - REMOTE

Intake Specialist - REMOTE

Cybercoders

Los Angeles, CA • Remote

$19.25 - $25.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

Intake Specialist - REMOTE

Intake Specialist/Sales Person - Lemon Law Firm (REMOTE)
Position Overview
We are a Los Angeles-based lemon law firm seeking an award-winning telemarketing/sales superstar! The ideal candidate have experience in a client-facing role with a proven background in closing leads over the phone.

The Intake Specialist plays a crucial role in the initial stages of business development for our firm. You will be a key part of client interaction for lemon law cases, ensuring that all necessary information is collected accurately and efficiently. This position serves as the first point of contact for potential clients, requiring strong communication and organizational skills to manage inquiries and gather data effectively.

This is a fully remote position where phone communication with potential clients is the main priority. Expect to spend most of your day on the phone at this role.
Key Responsibilities

  • Conduct initial client intake calls, gathering necessary information and scheduling consultations with attorneys
  • Act as the primary point of contact for new client inquiries and intake processes.
  • Collect and verify client information through various channels.
  • Assist clients in navigating the intake process by providing clear instructions and support.
  • Demonstrate active listening to understand client needs and concerns effectively.
  • Problem-solve any issues that may arise during the intake process.
  • Multitask efficiently, managing multiple client inquiries and follow-ups simultaneously.

Qualifications

  • Strong communication skills, both verbal and written.
  • Prior experience in a client-facing sales role.
  • Excellent problem-solving abilities and critical thinking skills.
  • Active listening skills to understand client needs and concerns.
  • Ability to multitask in a fast-paced environment with competing priorities.
  • Strong organizational skills to manage files and documentation effectively.

Benefits

  • Competitive compensation (commissions included)
  • Health, dental, vision
  • 401k
  • PTO
  • Remote opportunity
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 06/23/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

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About CyberCoders

Sourced by ZipRecruiter

CyberCoders is a cutting-edge recruiting firm headquartered in Irvine, CA, US. The company operates within the technology industry, specializing in connecting talented professionals with suitable positions across a variety of sectors. Offering a broad spectrum of services, CyberCoders uses innovative, data-driven strategies and a proprietary matching technology to pair candidates with suitable job openings. Since its inception in 1999, CyberCoders has distinguished itself as an industry trailblazer. The company's mission is to deliver effective talent solutions, thus enabling both businesses and workers to achieve their goals.

Industry

Technology, communication and media

Company size

51 - 200 Employees

Headquarters location

Irvine, CA, US

Year founded

1999

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