Intake Receptionist (Filipino Virtual Assistant) Job at Treantly, Staten Island, NY

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  • Treantly
  • Staten Island, NY

Job Description

Intake Receptionist

We are looking for a reliable and detail-oriented Intake Receptionist to support our team in managing real estate and commission-based transactions. This role is essential in ensuring clients are properly guided, connected to the right lawyer, and supported throughout the entire process. If you're organized, people-oriented, and able to keep operations running smoothly, we'd love to hear from you.

Key Responsibilities:

  • Answer incoming phone calls and provide friendly, professional assistance
  • Intake new client inquiries and assign them to the appropriate lawyer (supporting a team of 3 lawyers)
  • Conduct follow-ups to ensure transactions and communications are progressing smoothly
  • Assist in coordinating real estate and commission transaction workflows
  • Maintain accurate records and documentation to support seamless client service
  • Use Google Workspace for documentation, communications, and task management
  • Utilize RingCentral (softphone) for call handling and client coordination

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