[Hiring] Intake Coordinator @Get Linked Up

Role Description

We are seeking a detail-oriented and highly organized Intake Administrator to support a busy law firm by managing and organizing incoming client data collected by Intake Specialists. This position plays a critical role in maintaining the accuracy and integrity of the client intake process by capturing and organizing information using Excel and other administrative tools.

• Organize, input, and maintain intake data collected by Intake Specialists into Excel spreadsheets and internal databases.
• Create, update, and manage multiple Excel workbooks and templates to track case status, client information, lead sources, and other key metrics.
• Review intake notes and case details to ensure accuracy, completeness, and consistency in recorded data.
• Maintain real-time tracking logs of prospective and active clients, ensuring data is categorized appropriately for attorney review.
• Generate reports and summaries based on intake data for internal use and performance tracking.
• Support legal and intake teams by preparing organized summaries and spreadsheets for attorney consultations and follow-ups.
• Flag incomplete or inconsistent data and coordinate with Intake Specialists to resolve any discrepancies.
• Assist in refining and improving data collection workflows and Excel templates to enhance efficiency.
• Handle administrative duties related to document tracking, electronic filing, and secure data storage.
• Ensure compliance with privacy and confidentiality policies at all times.

Qualifications

• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, formulas, conditional formatting, data validation, etc.) is required.
• Minimum of 2 years of experience in an administrative, data entry, or intake-related role; experience in a legal setting preferred.
• Strong attention to detail and high level of accuracy in data entry and data management.
• Excellent organizational and time management skills.
• Ability to interpret information and input data with minimal errors.
• Strong written communication skills.
• Familiarity with legal intake processes and terminology is a plus.
• Ability to work independently and collaboratively in a fast-paced environment.
• Comfortable navigating case management systems, databases, email platforms, and other office software.

Requirements

• C1-C2 level English.
• Must have own computer, internet, and all equipment.
• Must be able to read and write in English.
• Must be looking for growth and what a career.

Ideal Candidate Will Be:

• Highly analytical and comfortable working with large volumes of information.
• Capable of managing repetitive tasks while maintaining a high level of focus.
• Proactive in identifying issues with data and taking initiative to correct them.
• A strong communicator who can collaborate with Intake Specialists and attorneys effectively.