New Client Intake Analyst

Job Summary

To support a growing administrative team, the full-time remote New Client Intake and Conflicts Analyst will manage conflicts checks, open new client files in Aderant, and maintain accurate client and matter data.

Key responsibilities:

• Evaluate information during the intake process to ensure accuracy before opening matters in Aderant
• Conduct timely conflict searches and ensure consistent entry of accurate information in Aderant
• Assist in the onboarding process for new attorneys and contribute to the maintenance of information in Aderant

Required qualifications:

• Associate's Degree in accounting or a related field
• 2-5 years of experience in an administrative role within the insurance industry or a law firm
• Experience with Aderant is preferred
• Proficiency in Microsoft Office applications, particularly Excel
• Ability to handle multiple tasks simultaneously with minimal supervision