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Virtual Assistant Intake Jobs in Louisiana (NOW HIRING)

Career Team

Intake Specialist

Metairie, LA

$45K/yr

The Intake Specialist is an integral part of our team and will assist us with our mission of ... Maintain inventory of all virtual program orientation completions and match to program applicants ...

Career T.E.A.M.

Intake Specialist

Metairie, LA · On-site

$45K/yr

The Intake Specialist is an integral part of our team and will assist us with our mission of ... Maintain inventory of all virtual program orientation completions and match to program applicants ...

Career Team

Intake Specialist

Metairie, LA · On-site

$45K/yr

The Intake Specialist is an integral part of our team and will assist us with our mission of ... Maintain inventory of all virtual program orientation completions and match to program applicants ...

Career TEAM

Intake Specialist

Jefferson, LA · On-site

$45K/yr

The Intake Specialist is an integral part of our team and will assist us with our mission of ... Maintain inventory of all virtual program orientation completions and match to program applicants ...

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All JobsIntake JobsVirtual Assistant Intake JobsVirtual Assistant Intake Jobs in Louisiana

Virtual Assistant Intake information

What is a virtual assistant intake?

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 are the key skills and qualifications needed to thrive as a virtual assistant intake?

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 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 Louisiana?

For Virtual Assistant Intake jobs in Louisiana, the most frequently searched job titles are:

What job categories do people searching Virtual Assistant Intake jobs in Louisiana look for?

The top searched job categories for Virtual Assistant Intake jobs in Louisiana are:

What cities in Louisiana are hiring for Virtual Assistant Intake jobs?

Cities in Louisiana with the most Virtual Assistant Intake job openings:

Virtual Assistant Intake jobs near you

Intake Specialist

Career Team

Metairie, LA

$45K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 28 days ago

Job description

Career TEAM is looking to hire an Intake Specialist in the Jefferson Parish - Metairie area who will be responsible for processing, documenting, and communicating customer service inflow across multiple intake portals. This position is expected to be 100% onsite. The selected candidate will be required to work onsite at the listed location.

The Intake Specialist is an integral part of our team and will assist us with our mission of accelerating the human condition! 

Career Team also offers a competitive package including:

  • 401k with a generous employer match;
  • medical, dental, and vision insurance with an employee-sponsored HSA on any qualifying plans;
  • disability insurance;
  • and supplemental insurance

Your Impact on Career TEAM's Success:

  • Act as a first line of contact with participants interested in enrolling into WIOA services 
  • Share information on programs and act as a first line of contact with participants interested in enrolling in WIOA services 
  • Share information on activities, and offerings to all interested participants and answer questions participants may have
  • Collect, respond, and initiate tracking for all virtually submitted applications for service
  • Respond to phone and social media service inquiries
  • Maintain current knowledge of workforce activities across the Greater Memphis area to ensure accurate and responsive assistance for customers engaged
  • Maintain inventory of all virtual program orientation completions and match to program applicants, updating tracking as appropriate
  • Collect and process uploaded program information, including appropriate documentation on applicable tracking systems
  • Respond to inquiries (both internal and external) regarding application status
  • Track and prepare monthly reports regarding incoming calls and touchpoints received
  • Prepare monthly facility access reports to reflect both in-person and incoming phone calls
  • Follow all policies, procedures, and regulations related to eligibility documentation
  • Approach each day and task with a "ZAG" mindset
  • Other duties and projects as needed for the success of the program

The Ideal Qualifications for this Position Include:

  • Associate's degree or higher, or an equivalent combination of education and experience
  • Strong communication skills and knowledge of community resources 
  • Possess strong analytical and problem-solving skills, with the ability to make well-thought-out decisions
  • Must have MS Word and Excel skills at minimum, and the ability to learn specialized databases and software systems
  • Ability to work in a variety of settings with a culturally diverse customer base with the ability to be culturally sensitive
  • Ability to serve as a role model to customers and motivate them towards achieving goals
  • Ability to meet and exceed set goals and objectives
  • Excellent interpersonal, time management, customer service, organizational skills, and communication skills, both oral and written required
  • Knowledgeable about the WIOA program and other workforce program requirements
  • A demonstrated ability to thrive in a fast-paced environment while remaining flexible, proactive, resourceful, and efficient in maintaining a high level of confidentiality
  • Exceptional time management skills to meet deadlines and work under pressure 
  • Strong multitasking abilities and proactive approach to tasks
  • Training in Trauma Informed Care, evidence-based practice, and/or whole-family services
  • Bilingual or Multilingual preferred 
  • A Valid Driver's License

Salary: $45,000/ yr

Travel: The position may require local travel up to 30% of the time

Employment Type: Full-time, non-exempt

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