Intake:

• Create new client account records in the firm’s system
• Review and verify data on account records to ensure key fields are populated (e.g. company group, relationship, website, client operations, industry/sub-industry, entity type, address, etc)
• Research and update contact records to display current company, title and contact information

Experience: 5+ years of professional work experience in an accounting or service-related position.

• Service-oriented and self-motivated, consistently performing with a high sense of urgency and pride in the product.
• Superior organizational skills and must be detail-oriented.
• Superior technical skills. Must work in multiple software programs and online vendor websites.
• Prefer experience with law firms.
• Advanced proficiency with Microsoft Excel and Microsoft Office products.
• Excellent written and verbal communication and interpersonal skills, and an ability to establish and maintain relationships with partners, attorneys, finance staff, clients, and third-party vendors.