Client Intake Operations Assistant

Soar Therapy & Integrated Wellness is seeking a confident, steady professional who takes initiative naturally and wants to grow within a structured, mission‑driven clinical environment.

• Confidently communicates and sells the value of our services, both over the phone and in person.
• Brings a warm, engaging presence while maintaining focus and efficiency in completing tasks.
• Takes initiative and does not wait to be told what to do.
• Identifies problems and brings solutions forward.
• Anticipates needs and addresses them proactively.
• Thinks quickly and adapts in real time.
• Views feedback as a tool for growth and performance refinement.
• Demonstrates emotional maturity and professional composure.
• Maintains steady performance even when expectations are high.
• Is coachable, adaptable, and eager to grow.

• Prefer highly social and unstructured work environments.
• Do not enjoy working independently.
• Struggle with being social or communicating assertively.
• Become easily overwhelmed by multiple responsibilities.
• Require constant supervision.
• Struggle with accountability or work attendance.

$23–$25 per hour (based on experience)

• Medical
• Dental
• Vision
• PTO
• Paid Holidays
• Retirement

Work Location &

Schedule:

Full‑Time (35 Hours) | In-Person

• Manage provider schedules accurately and strategically.
• Drive the intake process from first contact to conversion.
• Conduct follow‑up calls with new clients after their first appointment.
• Communicate clinic policies clearly and confidently.
• Maintain professional boundaries at all times.

• Conduct chart audits to ensure all documentation is present in the client’s chart and meets compliance.
• Maintain organized systems and structured workflows.

• Create event flyers, slide decks, and other digital content.
• Support light social media posting.
• Assist with workshop promotion and event coordination.
• Prepare materials for provider outreach.
• Support community events and special initiatives.

• Move efficiently between our EHR, CRM system, and Google Workspace.
• Identify workflow gaps and propose solutions.
• Collaborate effectively with billing.
• Maintain front desk and clinic environment standards.
• Work independently.

• Associate’s or Bachelor’s degree (Business Administration, Healthcare Administration, or related field preferred).
• Proven 2 years of experience in administrative or clinic coordination.
• Strong attendance history and punctuality.
• High computer fluency and comfort with CRM systems.
• Familiarity with Google Workspace and Excel spreadsheets.
• Experience using Canva.
• Strong written and verbal communication skills.
• Ability to prioritize efficiently in a structured, active environment.
• Comfortable discussing pricing and clinic policies confidently.
• Experience in private practice, boutique healthcare, or wellness settings preferred.
• Desire for growth and development.
• Spanish fluency preferred.