Intake Analyst

SourcePro Search, LLC; New York (NY); Híbrido; USD 70.000 - 85.000; Jornada completa

Descripción de la vacante

SourcePro Search, LLC is seeking an Intake Analyst in New York to support client file management, data maintenance, and reporting within a hybrid schedule (in-office three days, two days remote).

The role requires a Bachelor’s degree (preferred) and 2–4 years of relevant Biglaw experience, with advanced Excel skills (Excel 2007) and familiarity with 3E/Access as a plus. Strong attention to detail and communication are essential.

Formación

• Bachelor’s degree preferred.
• 2–4 years of relevant experience, preferably in a Biglaw firm.
• Advanced Excel 2007 skills: Tables, pivot tables, charts, including VLOOKUP, nested IF statements, conditional formatting, and Microsoft Query.
• Familiarity with 3E/Access is a plus.
• Exceptional follow-up skills and attention to detail.

Responsabilidades

• Set up and maintain cost exceptions and restricted matter worklists for client files.
• Handle edits for costs and resolve cost-related errors.
• Ensure all required documentation (e.g., client billing guidelines and approvals) is received for incoming clients.
• Maintain a log of needed items and follow up with attorneys and secretaries to obtain missing information.
• Review weekly reports and ensure new timekeepers are added to matter worklists.
• Generate routine and ad hoc reports of client, matter, and timekeeper information for leadership and firm-wide distribution.
• Assist with other Intake-related special projects as necessary.

Conocimientos

Excel 2007

Educación

Bachelor’s degree (preferred)

Herramientas

3E/Access

Descripción del empleo

Intake Analyst

Schedule: Monday–Friday, 9 a.m. – 5 p.m.; Hybrid (Three days in office, two days WFH)
Compensation: $70,000–$85,000, commensurate with experience

What You’ll Do:

• Client File Management:

  • Set up and maintain cost exceptions and restricted matter worklists for client files.
  • Handle edits for costs and resolve cost-related errors.
  • Ensure all required documentation (e.g., client billing guidelines and approvals) is received for incoming clients.
  • Maintain a log of needed items and follow up with attorneys and secretaries to obtain missing information.

• Data Maintenance and Reporting:

  • Review weekly reports to ensure new timekeepers are promptly added to matter worklists.
  • Generate routine and ad hoc reports of client, matter, and timekeeper information for the CFO, COO, partners, and firm-wide distribution.

• Support and Ad Hoc Projects:

  • Assist with other Intake-related special projects as necessary.

What You’ll Bring:

• Education:

  • Bachelor’s degree (preferred).

• Experience:

  • 2–4 years of relevant experience, preferably in a Biglaw firm environment.

• Technical Skills:

  • Advanced knowledge of Excel 2007, including:
    • Tables, pivot tables, and charts.
    • Basic functions like VLOOKUP and nested IF statements.
    • Conditional formatting and Microsoft Query.
  • Familiarity with 3E/Access (a plus).

• Key Attributes:

  • Exceptional follow-up skills and attention to detail.
  • Strong written and verbal communication abilities.
  • Ability to efficiently manage multiple tasks while maintaining accuracy and meeting deadlines.

This role provides an exciting opportunity to support critical processes in a professional and collaborative environment while contributing to the operational success of a leading firm.