Forrest Solutions · 9 hours ago
Corporate Intake Coordinator
Forrest Solutions provides onsite, outsourced workplace solutions built on proven best practices for managing non-core business functions. The Lead Office Services Associate plays a key role within a financial services environment by serving as the first point of contact for client requests, visitors, and internal stakeholders, managing a high-volume email inbox, scheduling meetings, and providing front-desk reception services.
Responsibilities
Manage and monitor a high-volume email inbox and request queue
Triage, document, and route incoming requests accurately and efficiently
Conduct initial client interactions or meetings to assess needs and expectations
Schedule meetings and coordinate logistics using internal scheduling systems
Track request status and ensure timely follow-up and resolution
Provide professional and welcoming reception services for clients and visitors
Process visitor badges and manage check-in procedures in accordance with security protocols
Answer and manage incoming phone lines, directing calls appropriately
Maintain a polished, client-ready front desk environment at all times
Support hospitality operations across the workplace as needed
Assist with conference room setup and breakdown, including furniture arrangement and basic logistics
Coordinate meeting room readiness to ensure spaces are prepared before and after scheduled meetings
Partner with workplace experience, facilities, and administrative teams to support daily operations
Serve as a liaison between clients and internal service teams
Communicate clearly and professionally regarding request status, meeting details, and next steps
Maintain accurate documentation related to client interactions, schedules, and requests
Qualification
Required
High school diploma or equivalent required
Minimum of 1–2 years of experience in intake coordination, customer service, reception, hospitality, or administrative support
Strong written and verbal communication skills
Exceptional customer service with a client-first mindset
Ability to manage high-volume workloads with accuracy and attention to detail
Strong organizational and scheduling skills
Proficiency in Microsoft Office and comfort using email, scheduling, and queue-based systems
Ability to multitask, prioritize, and adapt in a fast-paced environment
Professional, courteous, and hospitality-driven demeanor
Strong follow-through and accountability
Adaptability and problem-solving skills
Ability to work cross-functionally with multiple teams
Discretion and ability to maintain confidentiality
Ability to sit or stand for extended periods
Frequent use of computers, phones, and office equipment
Ability to lift light items related to conference room setup as needed
Clear verbal communication in person and over the phone
Preferred
College coursework or degree preferred
Experience working in a corporate or financial services environment preferred
Company
Forrest Solutions
Forrest Solutions is the nation’s first and leading onsite outsourcing and staffing firm.
H1B Sponsorship
Forrest Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-10Acquired
Leadership Team
Recent News
globallegalchronicle.com
2025-11-15
Mergers & Acquisitions
2025-11-11
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