Business Intake Specialist - Holland & Knight : Job Details

Description

We are seeking a Business Intake Specialist to join our team. The Business Intake Specialist will be responsible for using uniform criteria, standards, and procedures to open new matters and assist in the efficient operation of the Business Intake Department. Periodic in-person presence is required for annual or bi-annual weekend team building events. Attendance at in-person quarterly meetings may also be required, depending on a person's location. This position can be based within a reasonable commuting distance of any of our U.S. offices.

Key Responsibilities Include :

• Review new matter memos for accuracy and completion.
• Follow up on incomplete or inaccurate new matter memos.
• Analyze engagement letters, scope letters, and waivers.
• Open new matters, assign billing numbers, and tie in all necessary parties.
• Perform general client and matter maintenance.
• Adhere to all firm and department policies and procedures related to opening new matters.
• Assist with keeping all shared documents current and accurate.
• Assist with training and mentoring Jr. Business Intake Specialists as required.
• Other related tasks and duties as assigned.

Qualifications :

• 3-5 years legal experience, preferably with large law firm Business Intake.
• Excellent communication, interpersonal, and organizational skills.
• Ability to work independently and effectively, under pressure, with minimal supervision.
• Ability to exercise discretion in escalating and communicating issues.
• Ability to manage multiple projects with competing deadlines and priorities.
• Strong analytical and problem-solving skills, with excellent attention to detail.
• Strong research, computer, and database skills.
• Ability to effectively train and mentor new Business Intake Specialists.

Minimum Education :

• Bachelor's Degree.

Benefits : Our goal is to promote a work environment that supports individuals' professional and personal well-being. We offer resources that encourage health, growth, and balance, including:

• Comprehensive medical (PPO and HDHPs), dental, and vision plans, including coverage for domestic partners.
• Life and AD&D insurance.
• Short and long-term disability insurance.
• Tax-advantaged accounts for health care expenses, including FSAs and HSAs.
• Dependent care FSAs.
• Health advocacy services.
• Behavioral health and counseling resources for all family members.
• 401(k) plan and profit sharing.
• Pre-tax transit and parking programs.
• Backup dependent care and senior care planning support.
• Resources for individuals with developmental disabilities and their caregivers.
• Paid holidays and other paid time off, including parental leave.