Business Intake Liaison
virtual vocationsNew York, NY
Business Intake Liaison
virtual vocationsNew York, NY
yesterday
Occupations
Legal Secretaries and Administrative AssistantsParalegals and Legal AssistantsLegal Support Workers, All OtherAbout the role
Managing the intake process for new clients and matters, the full-time Business Intake Liaison will gather and evaluate information, ensure cross-functional collaboration, and maintain accurate business records in a remote environment.
Key responsibilities:
Oversee attorney requests for opening new business matters and ensure all necessary information is collected
Evaluate data accuracy and resolve discrepancies to maintain integrity in firm systems
Provide exceptional customer service while tracking and following up on outstanding items related to the intake processRequired qualificationsHigh School Diploma or GED required; 2-year degree preferred
3-5 years of relevant experience in a legal or customer service environment, preferably in professional services
Proficiency in Microsoft Office applications, including Excel, Outlook, Word, PowerPoint, and Microsoft Teams
Knowledge of legal terminology and processes
Excellent client and customer service skills
Matching similar jobs
JOB OVERVIEW
Experience level
Mid
Location
New York, NY
Occupation
Legal Secretaries and Administrative Assistants
Industry
Offices of Lawyers
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)