Client Intake & Conflicts Coordinator

Stoll Keenon Ogden PLLC; Lexington (KY); Vor Ort; USD 42.000 - 56.000; Vollzeit

Zusammenfassung

Stoll Keenon Ogden PLLC in Lexington, KY seeks a Client Intake Coordinator to support conflict analysis, client research, and intake processes. Under supervision, you will prepare client matter information for opening and closing files for review by the General Counsel.

The role emphasizes data-driven decision making, organizational efficiency, and the ability to create and manage processes that enhance the client intake experience. This is a full-time, in-office position.

Qualifikationen

• Experience as a Client Intake Administrator in a professional services setting; law firm preferred.
• Excellent written and oral communication skills.
• Strong interpersonal skills with focus on rapport-building and listening.
• Ability to collaborate with attorneys, paralegals, and assistants to align best practices.

Aufgaben

• Manage client intake workflow, including engagement letters.
• Coordinate with file opening specialists to ensure protocols are followed.
• Provide part-time due diligence support to the conflicts team as needed.
• Assist with client file opening/closing and records compliance.
• Communicate with clients regarding retainers and file closings.
• Screen new clients for conflicts with existing clients.
• Manage engagement letter processes and storage in the central repository.
• Support compliance and auditing tasks for General Counsel.
• Handle litigation hold letters as directed by General Counsel.

Kenntnisse

Organizational skills

Attention to detail

MS Word

Excel

Outlook

DocuSign

Intact

Client management software

Analytical thinking

Learning new tech

Communication

Teamwork

Proactive

Tools

DocuSign

Intact

Jobbeschreibung

Stoll Keenon Ogden PLLC in Lexington, KY seeks a Client Intake Coordinator to support conflict analysis, client research, and intake processes. Under supervision, you will prepare client matter information for opening and closing files for review by the General Counsel.

The role emphasizes data-driven decision making, organizational efficiency, and the ability to create and manage processes that enhance the client intake experience. This is a full-time, in-office position.