Intake Specialist

Position Summary

This position's primary responsibility is regarding the data entry of information into the Conflicts and Accounting System software. This individual will also assist on other projects as assigned to include: database clean-up, closing of new clients, and responding to inquiries from clients (namely from secretaries).

Key Responsibilities

• Affords assistance with the administrative tasks associated with opening new matters in workflow
• Ensures 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 by 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

Education & Prior Experience

• Exceptional computer skills with the ability to learn new software applications quickly

Pay

Competitive compensation and an excellent benefits package.

Schedule

Remote basis.

Benefits

Join our innovative and collaborative environment.

Skills

• Data entry experience, preferably in an accounting office within a law firm
• Experience with accounting and conflicts database software, such as CMS, iManage Technology
• Windows-based software proficiency, strong Excel skills preferred