Intake and Records Specialist
About this role
Job title: Intake and Records Specialist
About the Role The Intake and Records Specialist supports the Records Department Manager by organizing and managing conflict checks, opening and closing matters, and maintaining digital and physical case files. In this in-office role, you will handle electronic file management, retrieval and transmission of files to off-site storage, and administration of the firm’s document retention policy, while upholding confidentiality and professionalism in a fast-paced environment.
What You'll Do
- Receive, process and respond to requests for conflict-of-interest checks
- Process new matter requests
- Open and process new matters
- Organize, file, maintain and distribute digital and physical case files
- Transfer, copy, and distribute Case Files
- Identify and follow-up on matters that appear to be inactive or ready to be closed
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