New Business Intake Specialist
New Business Intake Specialist
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Job Description
We offer our professional staff the opportunity to take their careers as far as they can envision. Through innovative workplace programs and initiatives we continually invest in their growth and development as employees and as people. We reward exemplary professional efforts at every level of the firm.
Interested applicants may apply for open positions using the link below. You are not considered an applicant unless you apply online using this site. We only accept applications for open positions and do not accept general inquiries.
Carlton Fields is seeking a New Business Intake Specialist for its downtown Tampa office.
Senior level position performs conflict searches assists in the opening and finalization of new business and interacts with New Business Intake team and assists attorneys and staff throughout the Firm. Assists in the training of New Business Intake staff and Legal Administrative Assistants on opening paperwork and engagement letters. Reports directly to the Director of New Business Intake and New Business Intake Managers.
Qualified candidates will possess the following skills/experience:
- At least 35 years of relevant work experience in legal industry
- Excellent communication interpersonal and organizational skills
- Ability to work independently and effectively under pressure with minimal direct supervision
- Ability to exercise the appropriate amount of discretion in escalating and communicating issues
- Ability to manage multiple projects with competing deadlines and priorities
- Strong analytical and problemsolving skills with excellent attention to detail
- Strong research computer and database skills
- Ability to effectively train and mentor new Conflicts Coordinators and Specialists
- Solid knowledge of Microsoft Office Word Excel and Outlook. Knowledge of Adobe would be a plus
- Intapp iManage and Elite 3E experience preferred
Responsibilities:
- The New 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 New Business Intake Department
- Review new matter intake requests for accuracy and completion
- Follow up on incomplete or inaccurate new matter memos
- Analyze engagement letters scope letters and waivers
- Adhere to all Firm and department policies and procedures related to opening new matters
- Assist in training Legal Administrative Assistants Conflicts Coordinators and Conflicts Specialists in the new business intake process
- New Business Intake Specialist as needed will assist in processing analyzing and determining existing or potential conflicts for new matters brought into the Firm
Actual salaries will vary depending upon various factors including relevant experience and skillset. The salary range listed is just one component of the Carlton Fields total compensation package for employees. Other monetary rewards include annual discretionary bonuses based on performance and profitsharing contributions based on eligibility and firm profitability.
Additionally Carlton Fields provides a comprehensive suite of benefits to promote health and financial security including medical dental and vision insurance as well as life accident and disability insurance plans. The firm also provides the opportunity to participate in 401(k) retirement benefits commuter benefits and wellbeing programs.
Carlton Fields is an equal opportunity employer and does not discriminate in recruitment hiring or conditions of employment on the basis of race color sex age religion national origin marital status disability veteran status sexual orientation gender identity or any other status protected by applicable laws. Please clickhereto view the EEO is The Law poster and supplement. We also participate in the EVerify program. As an Equal Opportunity Employer Carlton Fields is committed to providing reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with Carlton Fields and need special assistance or an accommodation to use our website or applicant tracking system please request assistance by emailingemailprotected. When contacting us please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests for reasonable accommodation.
Other details
- Job FamilyFirm Admin
- Pay TypeSalary
Required Experience:
Unclear Seniority
Employment Type
Full-Time
