Admin / Receptionist Intake

Summary

Join 20four7VA as an Admin/Receptionist Intake and provide comprehensive administrative support to a real estate business. Greet clients, answer inquiries, schedule appointments, conduct intake interviews, maintain records, and handle correspondence. You will also assist with data entry, filing, and general office organization. Prepare and send marketing materials and provide some social media support. This is a senior-level position requiring 30 hours per week, working Monday-Friday during PST hours starting at 9:30 AM. The ideal candidate will possess strong communication, organizational, and time management skills, along with proficiency in Microsoft Office and specified software applications.

Requirements

• Previous experience in a receptionist, intake, or administrative role preferred – STRONG PHONE SKILLS
• Strong communication and interpersonal skills
• Excellent organizational and time management abilities
• Proficiency in Microsoft Office and basic computer skills
• Ability to handle sensitive information with discretion
• Professional appearance and demeanor

Responsibilities

• Greet clients and visitors in a courteous and professional manner
• Answer and direct phone calls, emails, and other inquiries
• Schedule appointments and manage calendars for document preparation services
• Conduct initial intake interviews to gather client information and determine service needs
• Explain available services and guide clients through the document preparation process
• Maintain accurate records and update client files in the system
• Handle incoming and outgoing mail and deliveries
• Assist with data entry, filing, and general office organization – MANAGE FILES / CASES
• Ensure confidentiality and compliance with company policies and procedures
• Provide administrative support to staff as needed
• PREPARE AND SEND OUT MARKETING MAILERS OR CLIENT BUYERS/SELLERS PACKETS
• WILL ASSIST WITH SOME SOCIAL MEDIA

Preferred Qualifications

EXPERIENCE WITH BASIC CHAT GPT AND AI IS A HUGE PLUS

Benefits

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you