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Stoll Keenon Ogden PLLC · 2 months ago

Client Intake Coordinator

Lexington, KY, US

Full-time

Onsite

New Grad, Entry Level

Stoll Keenon Ogden PLLC is a law firm seeking a Client Intake Coordinator to support conflict analysis and client intake processes. The role involves managing client intake workflows, organizing client information, and providing administrative support to ensure a smooth intake experience.

Law Practice

Responsibilities

Manage client intake workflow, including engagement letter creation and distribution

Work with file opening specialists to ensure protocol is followed and follow-up on items needing additional information

Part Time Due Diligence assistance to support conflicts team when needed

Support client file opening and closing process. Team members will support the records team as need to ensure compliance with Firm’s record keeping process, including file opening and/or closing as clients are processed through the client intake process and the conflicts team

Provide administrative support when communicating with clients regarding retainers and closing files as needed

Screen potential new clients and new matters for existing clients for conflicts when needed

Manage new client engagement processes, administer the DocuSign process and the Firm’s central repository for engagement letter storage

Research client desirability when reviewing new potential client requests as needed

Assist General Counsel with compliance and auditing when requested

Manage litigation hold letters as directed by the Firm’s General Counsel

Qualification

Client Intake AdministrationAnalytical SkillsMS Office ProficiencyDocuSignInterpersonal SkillsOrganizational SkillsCommunication SkillsTeamworkAdaptability

Required

High level of organizational skills, attention to detail and ability to manage and prioritize a variety of matters while working with multiple attorneys

Technologically savvy with a high proficiency utilizing MS Word, Excel, Outlook, DocuSign, Intact and appropriate client management/intake technology

Proven analytical skills requiring high level thinking with the ability to make prudent business recommendations related to the client intake process

Possess the ability and willingness to learn new technology applications and processes

People oriented – enjoys interacting and communicating cooperatively with a wide range of colleagues from across the Firm

Achievement oriented – enjoys taking on challenges while being proactive

Capable – shows initiative and can be trusted to perform assigned tasks and duties in a deadline-driven environment

Team member who maintains the willingness and mentality to get the work completed when needed. Adaptable and flexible

Exceptional written and oral communication skills

Excellent interpersonal skills, with focus on rapport-building and listening

Ability to collaborate with attorneys, paralegals and other legal assistants throughout the Firm to ensure best practices are applied across the organization

Preferred

Proven experience as a Client Intake Administrator within a professional services setting. Law Firm preferred

Benefits

Competitive salary and benefits package

Company

Stoll Keenon Ogden PLLC

With nearly 150 attorneys across six offices in Kentucky and Indiana, Stoll Keenon Ogden PLLC (SKO) is a distinguished law firm with roots dating back to 1897.

Founded in 1897