Client Intake Specialist
4 weeks ago
Platt Richmond is seeking a highly skilled Client Intake Coordinator to join our team. The primary focus of this position is to ensure seamless onboarding of new clients and matters for the Firm by managing conflict checks, new client creation, new matter creation, engagement letter drafting, and client communications.
Key Responsibilities:- Process conflict checks and ensure timely completion of new client and matter setup
- Create new clients and matters in all systems, ensuring accuracy and attention to detail
- Draft, send, receive, and file engagement letters, maintaining a high level of professionalism
- Communicate with clients as needed, providing exceptional customer service
- Train new attorneys and paralegals on the client intake process, promoting knowledge sharing and best practices
- Maintain a client intake log, tracking progress and identifying areas for improvement
- Provide front desk backup support, ensuring seamless day-to-day operations
- Manage word processing requests, utilizing Microsoft Office skills to efficiently complete tasks
- High school diploma required; one year of law firm experience preferred
- Strong knowledge of Microsoft Office, with intermediate to advanced skills
- Proficient in English, both written and verbal
- Ability to organize projects and execute tasks in a timely and efficient manner
- Detail-oriented and self-motivated, with a strong work ethic
- Excellent communication skills, with the ability to interact with all levels of the organization
We offer a positive work environment, competitive salaries, and excellent benefits, including paid vacation and holidays, 401(k) and profit-sharing program, health/vision/dental insurance, and parking. Normal business hours are 8:30 to 5:30, Monday through Friday, with occasional requirements for more than 40 hours per week to perform essential duties.
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