Intake Services Operations Coordinator jobs in United States
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BakerHostetler · 4 hours ago

Intake Services Operations Coordinator

BakerHostetler is a law firm seeking an Operations Coordinator to ensure the smooth functioning of daily operations within Intake Services. The role involves assessing end-user needs, collaborating with various departments, and maintaining accurate client/matter records.

Law Practice

Responsibilities

Maintain the integrity of client/matter master files by thoroughly vetting change requests and escalating as appropriate
Monitor daily department requests to ensure compliance with firm standards and objectives
Identify areas for process improvement and collaborate with manager to implement solutions
Enter and maintain accurate client/matter records in Elite and obtaining necessary documentation regarding changes
Operate the Intake Services inbox and phone line and disseminate requests accordingly
Process engagement letters via DocuSign once matter is approved and documenting letter status in Elite. Maintain signed letters in document retrieval system
Provide support for end users of the Firm’s 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 the firm’s 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
Develop and maintain expertise in Elite and any other software necessary to perform job functions
Participate in training and professional development opportunities to enhance skills

Qualification

Elite 3EData management systemsMicrosoft Office SuiteOrganizational skillsCommunication skills

Required

High school diploma or general education degree (GED) and three years of related experience
Minimum of 3 years in a forward-facing role, preferably in a law firm environment
Experience with data management systems and client intake processes
Strong organizational and multitasking abilities
Excellent verbal and written communication skills
Proficient in Microsoft Office Suite
Ability to work independently and collaboratively in a fast-paced environment

Preferred

Familiarity with Elite, or other financial accounting software
Proficiency in Elite 3E

Company

BakerHostetler

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Recognized as one of the top firms for client service and quality of legal services, BakerHostetler is a leading law firm that helps clients around the world address their most complex and critical business and regulatory issues.

Funding

Current Stage
Late Stage

Leadership Team

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Aaron Rabinowitz
Partner
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Adam Finerman
Partner
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Company data provided by crunchbase