Intake Reporting & Projects Coordinator

Rob Levine Legal Solutions; United States; À distance; USD 42 000 - 64 000; Plein temps

Résumé du poste

Rob Levine Legal Solutions is seeking an Intake Administrative Assistant to provide reporting, project, and workflow support to the Intake Department. The right candidate will use strong Excel skills, drive projects from planning through completion, resolve unassigned or incomplete work, and identify practical ways to improve existing processes.

This administrative role offers growth potential for someone who demonstrates ownership, judgment, initiative, and reliable results, with a focus on

Qualifications

• Intermediate to advanced Excel skills including pivot tables, lookup functions (XLOOKUP or equivalent), formulas, conditional formatting, data validation, filtering, sorting, charts.
• Ability to organize multiple assignments, track deadlines, and complete projects with limited follow-up.
• Strong attention to detail and ability to identify discrepancies, missing information, and process gaps.
• Clear written and verbal communication, sound judgment, discretion, and dependable follow-through.
• Team-oriented mindset with accountability for results and willingness to learn.

Responsabilités

• Create and maintain spreadsheets, trackers, and daily, weekly, and monthly reports."
• Use formulas, pivot tables, lookup functions, etc. to organize and analyze information.
• Validate data across reports and systems; identify missing, duplicate, inconsistent, or unusual entries.
• Present information clearly so leadership can understand status, volume, deadlines, and exceptions.
• Own assigned projects from planning through completion, including tasks, timelines, owners, risks, and next steps.
• Coordinate with team members to obtain information, address roadblocks, and keep work moving.
• Provide concise progress updates, communicate delays early, and confirm deliverables are complete.
• Review unassigned notes and designated work queues consistently.
• Route items to the appropriate owner, document actions, and track unresolved work through completion.
• Identify recurring patterns signaling process, training, system, or ownership gaps.
• Review current procedures, reports, templates, and workflows for avoidable steps, duplicate work, unclear handoffs, or recurring errors.
• Recommend practical updates that improve accuracy, speed, consistency, or visibility.
• Help test, document, and implement approved improvements.
• Maintain organized records, files, procedures, and supporting documentation while protecting confidential information.

Connaissances

Excel advanced

Reporting

Project coordination

Process improvement

Outils

CRM systems

Case-management platforms

Project trackers

Microsoft Copilot

Description du poste

Rob Levine Legal Solutions is seeking an Intake Administrative Assistant to provide reporting, project, and workflow support to the Intake Department. The right candidate will use strong Excel skills, drive projects from planning through completion, resolve unassigned or incomplete work, and identify practical ways to improve existing processes.

This administrative role offers growth potential for someone who demonstrates ownership, judgment, initiative, and reliable results, with a focus on