Intake Audit Specialist
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Job Description
Intake Audit Specialist monitoring and auditing client data in a dynamic law firm environment. Collaborating with attorneys and client services to achieve data integrity.
Responsibilities:
- Monitor and audit incoming and extant client data in a dynamic legal environment.
- Work internally with attorneys, legal support staff, and client services.
- Collaborate with stakeholders to understand business needs and gather detailed functional requirements for process improvements.
- Audit, analyze, and reconcile multiple matters, parties, and intake records.
- Identify and resolve duplicate matters or clients who do not meet requirements and process lead refunds in a timely manner.
Requirements:
- Minimum of 1-2 years of experience working with large-scale data auditing.
- Legal, Finance, or Data Analytics background is preferred.
- College Degree required.
- Mastery of Microsoft Excel and/or Sigma.
- Ideal candidates will have experience with Salesforce.
- Must be able to read, write, and speak fluent English.
Benefits:
- Discretionary bonus
- Health insurance
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