Conflicts - New Case Intake Analyst
at Montgomery Mccracken
Posted: 1-7-2025
Remote
Information Technology and Computer Science
$62,816/year
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About this Career
Software Developers
Skills
Prioritization, Management, Microsoft Word, Financial Services, Self-Motivation, Microsoft Outlook, Communication, Billing, Workflow Management, Training And Development, Microsoft Excel, Ad Hoc Reporting, Microsoft Office, Accounting
Job Description
Conflicts - New Case Intake Analyst Montgomery, McCracken Philadelphia, PA 19103
- Hybrid work
ESSENTIAL FUNCTIONS
- Properly reviews new business intake workflow process for completeness and takes action to ensure client matter intake is following the firm's policy and procedures regarding same
- Maintains efficient workflow of new business intake process.
- Confirms that all client/matter information recorded in the Firm's central records is accurate.
- Maintains client files, update addresses, contact information and closing files using the Firm's automated business intake system
- Track and follow up on conflict issues with department colleagues and attorneys
- Ensure all documents required for New Business Intake are attached to the client matter records
- Compiles and applies knowledge gained from ongoing work, to apply rules and decisions to work going forward
- Monitor unassigned time, follow up and assigns same
- Communicate via telephone and email with all levels of firm personnel, including legal assistants, attorneys, and paralegals. Communication must be completed accurately, and with a sense of urgency.
- Maintains open communication with colleagues in financial services department and others who provide support to the firm.
- Assist with staff training and development, and handle multiple projects with co-existing deadlines
- Assist Financial Service Department in all aspects of billing as directed by the Client Accounting Manager including but not limited to client bill preparation according to firm, client, and attorney specification, including edits, transfers, write up and downs
- Takes part in training sessions offered by the Firm and seeks education as needed in order to perform required tasks
- Prepare ad hoc reports on an as needed basis.
REQUIRED EXPERIENCE, LICENSES, CERTIFICATIONS, ABILITIES, OR KNOWLEDGE
- Minimum of two plus years of Conflicts experience in a law firm
- High level of proficiency in Microsoft Office applications including MS Word, Excel, and Outlook. Existing proficiency in Elite (3E) is preferred.
- Ability to communicate clearly, both orally and in writing, and work effectively and collaboratively with other employees and management.
- Must be detailed oriented and accurate.
- Ability to organize and prioritize numerous tasks and complete them in prescribed deadlines.
- Ability to use independent judgment and maintain confidential information; strong self-starter.
- Ability to operate effectively under pressure.
- Previous experience working in law firms preferred
Job Type:
Full-time Pay:
$27.50 - $32.90 per hour Expected hours: 35 per weekBenefits:
401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid sick time Paid time off Profit sharing Retirement plan Vision insuranceSchedule:
8 hour shift Monday toFriday Experience:
Conflicts:
2 years (Required) Ability toCommute:
Philadelphia, PA 19103 (Required)Work Location:
Hybrid remote in Philadelphia, PA 19103Other Job Posting Details
Salary
Minimum
Maximum
$57,200/yr
$68,432/yr