Phoenix, Arizona, United States · On-site
Description Summary: The Business Intake & Records Maintenance Specialist is responsible for supporting the firm’s new client and matter intake process while maintaining the accuracy and integrity of the firm’s records m…
Skills: Business Intake, Records Management, Client Onboarding, Document Management, Data Entry
Phoenix, Arizona, United States • On-site
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The Specialist manages the new client and matter intake process and ensures the integrity of the firm's records management systems. This includes processing intake requests, maintaining client data, and coordinating records retention and destruction projects.
A high school diploma is required, while an associate or bachelor's degree in a related field is preferred. Candidates should ideally have at least two years of experience in a law firm or professional services environment.
Description
The Business Intake & Records Maintenance Specialist is responsible for supporting the firm’s new client and matter intake process while maintaining the accuracy and integrity of the firm’s records management systems. This position serves as a key administrative resource for client onboarding, matter creation, records retention, document management, and database maintenance.
The Specialist reviews and processes new business intake requests, maintains client and matter information within firm systems, coordinates the collection and storage of intake-related documentation, and assists with records management initiatives. Working closely with attorneys, legal assistants, accounting personnel, and firm administration, the Specialist helps ensure compliance with firm policies regarding client matter administration, records retention, and information governance.
This role contributes to the efficient operation of the firm by promoting accurate recordkeeping, supporting risk management processes, and maintaining reliable client and matter data throughout the lifecycle of representation.
The following duties are not intended to serve as a comprehensive list of all duties performed, only general illustrations of the primary types of work that may be performed. Job descriptions are subject to change as the need of the firm and requirements of the job change. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function of the position.
Requirements
The worker is not substantially exposed to adverse environmental conditions (typical office or administrative work).
Providing exemplary legal service to the communities in which we have served for over 100 years.
Gust Rosenfeld is a full-service law firm established in 1921 with offices in Phoenix, Tucson, Wickenburg and Flagstaff. The firm is known for the quality of its lawyers and legal advice as well as its creative insights and practical solutions in business, public and civil law. Gust Rosenfeld is experienced in alternative dispute resolution, bankruptcy and creditors' rights, business and corporate law, commercial finance, education law, environmental law, franchises and franchising, insurance, intellectual property, labor and employment, litigation, health care, natural resources, public finance, public law, real estate, taxation, and trusts and estates.
Offices: One East Washington Street, Suite 1600, Phoenix, AZ 85004-2553, US · 125 East Elm Avenue, PO Box B, Flagstaff, AZ 86001, US · One South Church Avenue, Suite 1900, Tucson, AZ 85701-1627, US · 579 West Wickenburg Way, Suite 4, Wickenburg, AZ 85390, US
Providing exemplary legal service to the communities in which we have served for over 100 years.
Gust Rosenfeld is a full-service law firm established in 1921 with offices in Phoenix, Tucson, Wickenburg and Flagstaff. The firm is known for the quality of its lawyers and legal advice as well as its creative insights and practical solutions in business, public and civil law. Gust Rosenfeld is experienced in alternative dispute resolution, bankruptcy and creditors' rights, business and corporate law, commercial finance, education law, environmental law, franchises and franchising, insurance, intellectual property, labor and employment, litigation, health care, natural resources, public finance, public law, real estate, taxation, and trusts and estates.
Offices: One East Washington Street, Suite 1600, Phoenix, AZ 85004-2553, US · 125 East Elm Avenue, PO Box B, Flagstaff, AZ 86001, US · One South Church Avenue, Suite 1900, Tucson, AZ 85701-1627, US · 579 West Wickenburg Way, Suite 4, Wickenburg, AZ 85390, US
