Intake Coordinator

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Intake Coordinator

The candidate should have a collaborative mindset, acute attention to detail, work well under pressure, and understand the meaning of exceptional customer service. Work with attorneys and assistants to ensure that clear and necessary information is obtained to assist with conflict searches and identify potential conflicts. Prepare accurate and timely conflict search results generated from Orion, including analysis and evaluation of the results to prepare a master file for Intake Counsel. Follow up with attorneys, assistants, and other team members when necessary to ensure the timely processing of conflict requests. Completing the new client and matter records in Orion. Maintaining confidentiality in accordance with the firm’s policies and procedures. Additional duties as assigned. Should be able to develop and apply comprehensive planning and organizing strategies to ensure tasks and projects are appropriately prioritized and resources are used effectively and efficiently; able to work under tight deadlines, handle multiple detailed tasks, and anticipate when help will be needed from department members. Should have the ability to prioritize work to balance multiple projects and meet deadlines. Must possess excellent attention to detail, follows up on projects, and follows through on deliverables. Writes clearly and informatively, edits work for spelling and grammar, adapts communication to suit needs, presents numerical data effectively, and is able to read and interpret written information. Speaks clearly and persuasively, listens, and gets clarification as needed, responds well to questions, and participates in meetings; able to balance multiple tasks in a fast-paced environment while delivering top-level customer service; able to work in collaboration within a team and independently. Should have High School Diploma or equivalent; 3-5 years experience working in a professional environment.

Company info

Crowley Fleck PLLP
500 Transwestern II, 490 North 31st Street P.O. Box 2529
Billings
Montana
United States 59103
Website : http://crowleyfleck.com/