ZipRecruiter

Log In

1

Virtual Assistant Intake Jobs in Utah (NOW HIRING)

All JobsIntake JobsVirtual Assistant Intake JobsVirtual Assistant Intake Jobs in Utah

Virtual Assistant Intake information

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 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 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 Utah? For Virtual Assistant Intake jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Virtual Assistant Intake jobs in Utah look for? The top searched job categories for Virtual Assistant Intake jobs in Utah are:
What cities in Utah are hiring for Virtual Assistant Intake jobs? Cities in Utah with the most Virtual Assistant Intake job openings:
Virtual Assistant Intake jobs near you

Product Risk and Strategy - Assistant Vice President

iCapital

Salt Lake City, UT • On-site, Remote

$110K - $130K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

About the Role

iCapital is seeking an Assistant Vice President to join the Advisor Platform Product team. This individual will play a critical role in strengthening platform resilience and shaping risk-informed decisions that influence product strategy and execution. This role will learn the platform deeply, manage incidents end-to-end, and ensure risk insights translate into practical improvements. The ideal candidate will partner closely with the Product and Engineering teams, spot patterns, and help turn recurring issues into systemic fixes that influence roadmap priorities.

Responsibilities

  • Manage the full incident lifecycle which includes intake, triage, root cause analysis, and resolution.
  • Turn recurring issues into systemic fixes and roadmap recommendations.
  • Introduce risk-adjusted thinking into product planning and new launches.
  • Standardize playbooks and align with enterprise frameworks.
  • Deliver sharp updates and documentation for leadership and stakeholders.
  • Leverage risk insights visibly influencing product decisions and roadmap priorities.
  • Track and resolve incidents efficiently with clear documentation.
  • Work cross-functionally with Product, Tech, Operations, and Risk teams.

Qualifications

  • 6 - 10+ years in product management, risk management, or operations in complex environments
  • Strong understanding of product lifecycle risks and operational controls
  • Experience in fintech or financial services; familiarity with SDLC and enterprise risk frameworks
  • Able to proactively influence decisions and drive accountability
  • Strong analytical skills with experience using data and dashboards to identify patterns and inform decisions
  • Exceptional communication skills, including the ability to prepare executive-ready summaries
  • Familiarity with SQL is preferred
  • Experience with workflow and tracking tools (e.g., JIRA, Monday.com) and dashboarding tools (e.g., Tableau) is preferred

Benefits

The base salary range for this role is $110,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Apply