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Virtual Assistant Intake Jobs in Missouri (NOW HIRING)

Senior Intake Analyst

Kansas City, MO · On-site

$85.80K - $113.60K/yr

... to assist the Professional Responsibility Committee (PRC) in clearing potential conflicts of ... virtual environment (e.g., via phone, web/videoconference). • Ability to concentrate on tasks ...

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 Missouri? For Virtual Assistant Intake jobs in Missouri, the most frequently searched job titles are:
What cities in Missouri are hiring for Virtual Assistant Intake jobs? Cities in Missouri with the most Virtual Assistant Intake job openings:
Senior Intake Analyst

Senior Intake Analyst

Lathrop GPM

Kansas City, MO • On-site

$85.80K - $113.60K/yr

Full-time

Medical, Retirement, PTO

Posted 13 days ago


Job description

Description:

Lathrop GPM, one of the nation's leading law firms, has an immediate opening for a Senior Intake Analyst in our Minneapolis, MN, Kansas City, MO, Chicago, IL or San Jose, CA location. The Senior Intake Analyst is responsible for supporting the firm’s client and matter intake process through the review, processing, and analysis of new business forms and conflicts checks. Through their subject matter expertise, the Senior Intake Analyst will act as a resource for firm personnel both within and outside of the Intake department. All responsibilities are expected to be performed with a commitment to providing excellent customer and risk management service to the partnership in a matter consistent with firm values.


Lathrop GPM is a full-service, Am Law 200 law firm with offices in Boston, Chicago, Dallas, Denver, Kansas City, Los Angeles, Minneapolis, Overland Park, St. Cloud, St. Louis, San Jose, Redwood Shores and Washington, D.C. Our clients are at the heart of everything we do. We offer a competitive compensation and benefits package, and a professional, challenging, yet comfortable hybrid working environment.

Conflicts & Analysis

• Perform conflicts checks for new client, matter, and additional parties intake forms, including the identification of potential conflicts of interest and providing
relevant information to assist the Professional Responsibility Committee (PRC) in clearing potential conflicts of interest

• Perform review and analysis of new representations as it relates to risk considerations and firm specific special processing procedures

• Research prospective clients and related parties using firm databases and web-based applications

• Perform due diligence and credit checks on prospective clients

• Conduct sanctions list screenings for prospective clients and parties involved in proposed representations

• Process conflicts checks for lateral hire candidates

• Process and manage correspondence related to intake forms including retrieving appropriate approvals for non-standard language

• Other duties as assigned.

Subject Matter Resource

• Act as point of contact to answer questions and provide guidance for newly trained employees at the firm, both within and outside of the Intake department

• Help facilitate seamless onboarding, client transfers and matter openings for lateral partners and partner groups

• Assist Intake management with keeping department resources, such as Compass, Intake internal procedure documents, and Intapp Open system documentation, current and making recommendations for improvements

• Identify potential risk considerations and special processing procedures applicable to the opening of new clients and matters

Client Matter Management

• Assist with attorney offboarding as it relates to ensuring the accuracy of firm client matter data and records

• Process and manage requests to change or update client matter information

• Liaise with firm attorneys and legal administrative assistance to ensure client correspondence such as engagement letters, client Outside Counsel Guidelines, and conflicts waivers are obtained when necessary, up to date, and saved in the appropriate repositories

Service

• Track and follow up on all outstanding requests and new business intake form approvals

• Respond to calls, emails and workflow requests from firm attorneys, legal administrative assistants, and other personnel regarding the new business intake process and requests

• Special projects and other duties as assigned.


Requirements:

Minimum Requirements:

• Bachelor’s degree or equivalent years’ related experience

• Minimum of three years’ experience in conflicts or new business intake in a law firm

Preferred Requirements:

• Experience with Intapp Open

• Working knowledge of Model Rules of Professional Conduct and their practical application in a mid to large size law firm


In addition to the essential job duties, the following are requisite physical, mental and//or performance requirements of the positions:

• Ability to problem-solve.

• Strong research and analytical skills, including the ability to identify risk considerations and synthesize large amounts of client due diligence data and conflicts of interest information.

• Excellent interpersonal, verbal and written communication skills, including the ability to communicate effectively in a virtual environment (e.g., via phone, web/videoconference).

• Ability to concentrate on tasks, make decisions and work calmly and effectively in a high-pressure, deadline-orientated environment.

• Demonstrated ability to use good judgment in taking initiative while asking for direction or clarification and consulting others, as appropriate.

• Willingness to be flexible with time and adjust to a changing work environment.

• Ability to build and maintain positive relationships, both internally and externally, while maintaining a client service orientation.

• Ability to use sound judgment and discretion in dealing with highly confidential information.

• Ability to maintain stamina throughout a standard workday, on- and off-site.

• Ability to maintain regular attendance and work regularly scheduled hours.

• Ability to take direction and accept supervision.

• Demonstrate ability to work independently, organize and accurately prioritize work, be detail-oriented, understand when urgency is required and use good judgment in varied situations.

• Ability to work effectively with co-workers in a team-oriented, collaborative environment.


Current anticipated salary range for applicants as required by applicable state law in MN is $70,000 - $100,000 depending on experience, actual salary will vary and may be above or below the range. Current anticipated salary range for applicants as required by applicable state laws is in IL is $75,000 - $105,000 depending on experience, actual salary will vary and may be above or below the range. Current anticipated salary range for applicants as required by applicable state laws is in CA is $90,000 - 110,000 depending on experience, actual salary will vary and may be above or below the range. Full comprehensive benefit plan including health care, retirement plan and paid days off, including PTO, parental leave, and short/long term disability.


The application window is anticipated to close on or after May 20, 2026.


We celebrate and support diversity and the benefits it brings to our workplaces, clients and communities. We are proud to be an equal opportunity workplace and an affirmative action employer. It is the employment policy and practice of Lathrop GPM to recruit and hire employees without discrimination because of race, color, sex, gender, religion, age, national origin, military status, genetic information, disability, sexual orientation, gender identity or any other status protected by applicable law.


Lathrop GPM LLP offers a competitive compensation and benefits package, and a professional, challenging, yet comfortable working environment. Lathrop GPM does not accept unsolicited resumes from recruiting agencies. Any resume submitted to any employee of Lathrop GPM without prior approval from an HR Manager will be considered unsolicited and the property of Lathrop GPM.

EOE/M/F/D/V NO PHONE CALLS