Intake Specialist

Key Responsibilities

• Affords assistance with the administrative tasks associated with opening new matters in workflow.
• Guarantees accurate and timely completion of assigned tasks.
• Affords assistance with the monitoring of back office processes as it pertains to the opening of new matters in CMS.
• Affords assistance with the review of clients prior to requesting them to be closed by the firm’s Accounting / Finance department.
• Affords assistance with responding to inquiries sent by secretaries and attorneys regarding the status of their request.
• Affords assistance with other projects and tasks as assigned.

Qualifications

• Excellent interpersonal and communication skills (oral and written), professional demeanor, and presentation, including active listening and ability to convey information clearly.
• Highly motivated, self-starter who can work well under minimal supervision, as well as take a proactive approach in being team-oriented.
• High attention to detail, outstanding organizational skills, and the ability to manage time effectively.
• Analytical with strong problem-solving skills, takes initiative and uses good judgment, excellent follow-up skills.
• Proactive in identifying accounting issues and providing solutions.

Skills & Competencies

• Previous data entry experience, ideally in an accounting office within a law firm.
• Experience with accounting and conflicts database software, e.g. CMS, iManage Technology.
• Proficiency with Windows-based software, strong Excel preferred.
• Exceptional computer skills with the ability to learn new software applications quickly.

Requirements

Education & Prior Experience:

• Previous data entry experience, ideally in an accounting office within a law firm.
• Experience with accounting and conflicts database software, e.g. CMS, iManage Technology.

Benefits

Competitive compensation and an excellent benefits package, along with the opportunity to work within an innovative and collaborative environment.

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