Intake Admin Assistant | Intake Specialist | Administrative VA
Client Intake & Onboarding Specialist | Client Intake Assistant | Legal Intake Specialist
Hello there, I'm Genel from the Philippines. I'm a Business Virtual Assistant with 10+ years of experience helping businesses run smoothly. I specialize in providing administrative support, customer service, and new client intake for legal and healthcare businesses, managing e-commerce shops online, handling order processing, fulfillment, and tracking, vendor coordination, lien resolution strategies, telemarketing, and technical support. I focus on making processes easier for business owners so they can focus on growing their business
What I Can Do to Help Your Business:
Executive Assistance
Administrative support
Appointment scheduling
Client intake and case management
Telehealth and healthcare intake coordination
Customer service support (email, phone, live chat)
Lien negotiation and resolution support
Organize client documentation for cases
Maintain accurate client records & interactions
E-commerce shop management
Order processing
Order fulfillment
Order tracking & follow-up
Vendor and supplier coordination
Telemarketing and lead generation
Social media management
Technical troubleshooting and support
Calendar management
Inbox & email management
Data entry and data validation
CRM database management
Handle inbound and outbound client calls professionally
Screen prospective clients and answer questions
Complete client intake forms
Act as first point of contact for new clients
Case documentation & support
Reach out to new leads and referrals to introduce services
Follow-up with clients to gather missing information
Update CRM with case notes, client communication, intake status
Collect and organize records
Tools Proficient At:
eClinical Works, SPH, ePaces, Trello, Hubspot, Zoho, The Cleaning Software, Asana, Airtable, Zoom, Slack, Canva, CapCut, Adobe Photoshop, ChatGPT, Open Ai, Gemini Ai, Hootsuite, Meta Business Suite, ZocDoc, Google Workspace (Gmail, Docs, Sheets, Forms, Drive), Microsoft Office (Word, Excel, Outlook), OneDrive, DocuSign, Clockify, Time Doctor, VPN, Teramind, Hubstaff
Why Businesses Work With Me:
Highly organized, detail-oriented and client-focus
Proven sales background with strong client engagement skills
Consistently meet deadlines and productivity goals
Excellent phone skills and professional communication
Proactive in solving problems
Able to handle multiple tasks across industries efficiently
Ejoys working directly with clients, supporting legal & healthcare staff
Invite me for an interview.
I'd love to help your business run smoother and more efficiently. Send me a message and let's chat soon.
Legal Services, Data Entry, Healthcare, Project Management, Customer Relationship Management, Administrative Management, Attention to Detail, Coordination, CRM, Google Sheets, Customer Support, Email Management, Medical Services, English Proficiency, Legal Research, Customer Service, Accuracy Verification, Phone Support, Operation Management, Business Analysis, Calendar Management, Calendar Management, Office and Administration, Case Management, Legal Research, Email Support, Data Entry, Administrative Support, eClinical Works, Shopify, Outbound Calls