Job Description
Job Description
Job Summary
We are seeking a detail-oriented Intake Coordinator with an accounting or bookkeeping background for a legal services environment in Fullerton, CA. This role is ideal for a professional who enjoys being the first point of contact for clients while also supporting accurate financial documentation, data entry, billing, and administrative processes.
The Intake Coordinator will play an important role in keeping client information organized, ensuring documentation is complete, and supporting accounting-related workflows such as accounts payable, accounts receivable, invoicing, reconciliations, and payment tracking. This opportunity offers a professional, team-focused work environment with supportive leadership, cross-functional collaboration, and the potential for long-term career growth through a temp-to-hire opportunity.
Key Responsibilities
- Manage incoming phone calls, emails, and client inquiries while providing professional and responsive customer service.
- Coordinate the intake process by collecting, reviewing, and entering client information into internal systems.
- Prepare, organize, and maintain intake paperwork, financial documents, confidential records, and electronic files.
- Assist with accounts payable, accounts receivable, invoice processing, payment tracking, billing, and expense documentation.
- Perform accurate data entry, account reconciliations, spreadsheet updates, and basic bookkeeping support.
- Schedule appointments, coordinate follow-ups, and communicate with clients and internal departments to ensure timely completion of intake tasks.
Compensation and Benefits
- Pay rate: $20.00 to $26.00 per hour.
- Employment type: Temp-to-Hire.
- Location: Fullerton, CA.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRi…
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_…
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Partici…
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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\nCompany Description
This company offers growth and a great group of people to work with.
Company Description
This company offers growth and a great group of people to work with.