Forensics Client Concierge San Antonio, TX

Atkg; San Antonio (TX); On-site; USD 10,000 - 60,000; Full time

Job description

And now, we are taking our commitment to excellence to a new level. In May 2023, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, ATKG is well positioned for strong innovation and growth in the years to come! If you are a professional who shares our values and is looking for a dynamic and exciting firm to call home, look no further than ATKG! For over 40 years, we have delivered exceptional Tax, Accounting, Assurance, and Advisory services to clients in San Antonio and throughout the United States. As a result, we have been named **2024 Best Places to Work!** We take pride in the culture we have built at ATKG and continually invest in our business and our people to become better together. But we are not just committed to our clients and employees – we are also committed to our community. We have partnered with many great charitable organizations throughout the years, with our focus over the past 2 years on our charity of choice, Kinetic Kids!**Job Summary:**The Forensics Concierge is a team support specialist and workflow coordinator. This role is key part of the Forensics, Litigation and Valuation team, utilizing project management and communication skills. Thie ideal candidate for this position will be able to work and communicate both internally with team and externally with clients and attorney’s offices. **Duties/Responsibilities:*** Client onboarding, including conflict checks, preparation of engagement letters and set up of new clients.* Maintains and files updated client contact information such as address changes, key contact changes across practice management and CRM systems.* Facilitate proactive project management to enable the team to meet internal and external deadlines.* Keep case managers and calendars up to date on new information and status changes.* Manages intake and organization of case documents. Follow up on information needed from clients, in coordination with Manager. * Coordinates transmission of deliverables to client.* Responsible for new client set up.* Maintain and annotate document inventory for discovery requests.* Monitors production and discovery responses and timelines and communicate proactively with the team.* Organize and maintain case notes and files.* Prepare monthly billing and billing summaries.* Proof and produce final reports (edit, proof, compile in Adobe, send securely, etc.)* Prepares exhibits and reports and other supporting documentation accurately and timely, as needed.* Maintains contact management system.* Maintains electronic library, subscriptions and files with assistance from the team.* Other duties as assigned.**Required Skills/Abilities:*** Proficient knowledge of Microsoft Office Suite and Adobe Acrobat.* Ability to keep client and other professional matters confidential.* Strong attention to detail and analytical.* Excellent at prioritizing and organizing efficiently.* Strong verbal and written communication skills.**Education and Experience:*** Bachelor’s degree or equivalent work experience* 2 years’ experience in accounting, administrative, customer services or hospitality experience preferred.* Basic understanding of family law and civil procedure is a plus, but not required.