Intake Specialist

Job Description

Intake Specialist | Greenberg Traurig (GT)

The Tone:
This is an Intake Specialist role at Greenberg Traurig (GT), based remotely within one of our GT Offices. Greenberg Traurig is a global law firm with locations across 15 countries, offering an innovative and collaborative environment. This position plays a critical role in the Conflicts Team, ensuring the accurate and timely data entry of information into core firm systems, which is fundamental to the smooth operation of opening new client matters. The firm provides competitive compensation and an excellent benefits package.

The TL;DR
• Role: Full Time
• Location: Remote (within GT Office locations)

• Team: Conflicts Team | Reports to the Intake Supervisor
• Mission: Owns the accurate and timely data entry of information into the firm’s Conflicts and Accounting System software, supporting the efficient opening and management of new matters.
• Tech Stack: Conflicts and Accounting System software, CMS, iManage, Windows-based software, Excel

What You’ll Actually Do
• Data Entry: Manages the accurate and timely data entry of information into the Conflicts and Accounting System software.
• Matter Administration: Supports the opening of new matters by assisting with administrative tasks and monitoring back-office processes in CMS.
• Client Review: Assists the Supervisor with reviewing clients prior to requesting their closure by the firm’s Accounting / Finance department.
• Inquiry Response: Responds to inquiries from secretaries and attorneys regarding the status of their requests.
• Project Support: Contributes to database clean-up, the closing of new clients, and other assigned special projects.

The Must-Haves
• Background: Early Career. Previous data entry experience, ideally obtained in an accounting office within a law firm environment.
• Experience: Experience with accounting and conflicts database software, such as CMS and iManage.
• Skills: Excellent interpersonal and communication skills (oral and written), high attention to detail, strong organizational abilities, and effective time management to meet strict deadlines. Demonstrated analytical and problem-solving skills, taking initiative and exercising good judgment with strong follow-up. Exceptional computer skills and the ability to quickly learn new software applications.
• Bonus: Strong Excel proficiency.