Office Assistant and Client Intake Specialist

Solon, Ohio

North Coast Education Services
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If you .

  • Are ready to work for a successful and growing business,
  • Believe you should be proud of your employer for its business and ethics,
  • Believe you should be rewarded for hard work,
  • Enjoy a friendly, ego-free small office culture
  • Thrive in a dynamic role with varying tasks from day-to-day.

Then, we want to meet you. We are seeking an Office Assistant and Client Intake Specialist.


Office Assistant Responsibilities (70-80%)

  • Answer phones with the ability to handle calls professionally, patiently, and confidently resolve client concerns.
  • Utilize professional email correspondence skills to communicate with School Districts, tutors & clients.
  • Maintain President's calendar with individual, group & school district meetings.
  • Onboard tutors, track licensure, and background checks for compliance.
  • Maintain & Manage company directory of active tutors & students.
  • Oversee Curriculum Materials Distribution and Inventory.
  • Operate and restock general office equipment.
  • Basic troubleshooting of app and technology challenges.
  • Organize materials for Fairs, Conferences, & Workshops
  • Perform support tasks for other team members, as needed.
  • Maintain regular and punctual attendance.

Client Intake Specialist Responsibilities (20-30%)

  • Complete Intake calls with prospective clients.
  • Utilize excellent listening skills.
  • Educate clients about the services offered.
  • Process and track client contracts and policies.
  • Update client & tutor information in company databases.

Qualifications

  • Bachelor's degree, preferred
  • 3-5 years of relevant office experience
  • Strong experience with Microsoft Word, Excel, Outlook, and PowerPoint
  • Experience with Google Suite
  • Experience with Adobe e-sign software, Ring Central Phone Systems, and MS Teams, a plus
  • Desire to learn industry-specific CRM software, ACT
  • Polished oral and written communication skills, including strong spelling, grammar, and punctuation.
  • Strong interpersonal skills
  • Excellent organizational skills with strong attention to DETAIL, ability to prioritize, problem-solve, and take initiative to work independently.
  • Sensitive to unique client needs.
  • Keep strict client confidentiality.
  • Manage time effectively to meet goals.

Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, skills, or qualifications required for the role.


Job Type: Full-time


Benefits:

  • Health insurance
  • Paid time off

Schedule:

  • Monday to Friday
  • 8:30 am - 5 pm
  • Limited weekends as needed

Supplemental pay types:

  • Bonus opportunities

Education:

  • Bachelor's (Preferred)
Date Posted: 31 March 2025
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