What are the responsibilities and job description for the Intake Coordinator position at Kent Daniels and Associates, Inc.?
Position : Intake Coordinator
Location : Remote (must be local to LA, OC, SF, DEN, SEA)
Pay : $65,000 to $75,000 annually
Experience : 3 years experience in a law firm (or professional services environment) to support client intake processes, maintain integrity of client / matter master files and thoroughly vet / escalate change requests.
Education : High school diploma (or general education degree).
Type : Full-time; Direct Hire
Schedule : Day Shift, 9am to 5 : 30pm
Kent Daniels & Associates is seeking an Intake Coordinator to join our dynamic law firm client!
Job Description :
Monitor daily department requests to ensure compliance with firm standards.
Identify areas for process improvement and collaborate with manager to implement solutions. Data Management :
Ener / maintain accurate client / matter records in Elite and obtaining necessary documentation regarding changes.
Operate Intake Services inbox and phone line and disseminate requests.
Process engagement letters via DocuSign once matter is approved and document letter status in Elite. Maintain signed letters in document retrieval system. Communication :
Provide support for end users of New Business Intake (NBI) system. Ensure that matters are opened quickly and efficiently, assist end users with questions.
Serve as first point of contact for end-users, providing information about firm policies and procedures.
Liaison between departments to facilitate information flow and collaboration.
Provide telephone assistance and respond to inquiries regarding conflict checks, client / matter status and other processes owned by Intake Services. Administrative Duties :
Develop and maintain expertise in Elite and any software necessary to perform job functions.
Participate in training and professional development opportunities to enhance skills.
Assist in a forward-facing role to assess end-user needs, gather necessary information, and collaborate with internal personnel across various departments.
Position Requirements :
Must be proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
Familiarity with Elite / 3E, or other law firm financial accounting software is a plus.
Must have strong organizational and multitasking abilities.
Excellent verbal and written communication skills.
Ability to work independently and collaboratively in a fast-paced environment.
Kent Daniels & Associates is part of Array Corporation , the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold and delivered to enable universal access to the American Dream.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Position : Intake Coordinator
Location : Remote (must be local to LA, OC, SF, DEN, SEA)
Pay : $65,000 to $75,000 annually
Experience : 3 years experience in a law firm (or professional services environment) to support client intake processes, maintain integrity of client / matter master files and thoroughly vet / escalate change requests.
Education : High school diploma (or general education degree).
Type : Full-time; Direct Hire
Schedule : Day Shift, 9am to 5 : 30pm
Kent Daniels & Associates is seeking an Intake Coordinator to join our dynamic law firm client!
Job Description :
Monitor daily department requests to ensure compliance with firm standards.
Identify areas for process improvement and collaborate with manager to implement solutions. Data Management :
Ener / maintain accurate client / matter records in Elite and obtaining necessary documentation regarding changes.
Operate Intake Services inbox and phone line and disseminate requests.
Process engagement letters via DocuSign once matter is approved and document letter status in Elite. Maintain signed letters in document retrieval system. Communication :
Provide support for end users of New Business Intake (NBI) system. Ensure that matters are opened quickly and efficiently, assist end users with questions.
Serve as first point of contact for end-users, providing information about firm policies and procedures.
Liaison between departments to facilitate information flow and collaboration.
Provide telephone assistance and respond to inquiries regarding conflict checks, client / matter status and other processes owned by Intake Services. Administrative Duties :
Develop and maintain expertise in Elite and any software necessary to perform job functions.
Participate in training and professional development opportunities to enhance skills.
Assist in a forward-facing role to assess end-user needs, gather necessary information, and collaborate with internal personnel across various departments.
Position Requirements :
Must be proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
Familiarity with Elite / 3E, or other law firm financial accounting software is a plus.
Must have strong organizational and multitasking abilities.
Excellent verbal and written communication skills.
Ability to work independently and collaboratively in a fast-paced environment.
Kent Daniels & Associates is part of Array Corporation , the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold and delivered to enable universal access to the American Dream.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Salary : $65,000 - $75,000
