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Job Details

Client Intake Coordinator - Manchester NH

Company name
McLane Middleton

Location
Manchester, NH, United States

Employment Type
Full-Time

Industry
Accounting, Healthcare, Administrative

Posted on
Feb 16, 2020

Valid Through
May 31, 2020

Apply for this job






Profile

McLane Middleton is seeking a Client Intake Coordinator for its Manchester, NH office. The Client Intake/Conflict of Interest Coordinator position is a key position that requires a person that is a detailed oriented professional that enjoys the challenge of working in a busy finance office

Daily Tasks

Perform conflict checks

Obtain conflict sign offs and waiver letters, and A/R, Healthcare, School and Legal Professional approvals per policy guidelines as needed, prior to opening files.

Create new clients and matters into Aderant System & provide information to Administrative Assistants

Prepare and email New Matter Report to Firm

Matter Maintenance (reopen matters, address changes, matter title changes, rate changes, etc.)

Scan copies of all matters to Central Filing for folder processing

Create bar code labels for all matters & scan into Expert Image

Print Engagement Letters, update status in Aderant, create bar code labels, and scan into Expert Image

Maintain data base and rebuild conflict indexer

Enter Trust checks into Trust Control Log

Other Tasks – As needed:

Create Misc. Legal and Non-Billable Misc. Legal files for new legal professionals

Update synonyms into conflict software

Enter new employees and timekeepers into Aderant System

Generate report, create spreadsheet, and enter Copies (client disbursements) into Aderant (Weekly)

Assist with scanning prebills

Provide coverage for Accounts Payable (invoice entry and check writing, write offs)

Post bills

Count Petty Cash

Box and send new matters/engagement letters to warehouse

Train new legal assistants on new matters (Hotdocs), and conflict search procedures

Qualifications and Skills

Education

Bachelor's degree in accounting, finance or in a relevant discipline preferred or in combination with relevant experience.

Skills

Must be PC proficient

Meticulous attention to detail and accuracy

Ability to handle confidential information

Ability to complete the tasks and projects in a timely manner

Able to thrive in a fast pace setting

Strong verbal and written communication skills as well as strong interpersonal skills

Ability to multi-task, work under pressure and meet deadlines

Direct resume with cover letter to:

Ryan King, Director of Human Resources

Email:

[email protected]

Company info

McLane Middleton
Website : http://www.mclane.com

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