Records/Client Intake Specialist at Weintraub Tobin

Sacramento, California, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jul, 26

Salary

55000.0

Posted On

21 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Records management, Client intake, Conflict of interest searches, Background checks, Legal documentation, Practice management software, Orion, Westlaw PeopleMap, Microsoft Office Suite, Data entry, Analytical skills, Problem-solving, Attention to detail, Organizational skills, Communication, File auditing

Industry

Law Practice

Description

Description RECORDS/CLIENT INTAKE SPECIALIST – SACRAMENTO THE FIRM Weintraub Tobin is an innovative provider of sophisticated legal services to dynamic businesses and business owners, individuals, emerging companies, and nonprofits. From locations in Sacramento, San Francisco, Los Angeles, Orange County, and San Diego, more than 80 attorneys assist clients throughout California with business and litigation needs, including corporate law, finance and tax law, labor and employment, real estate, intellectual property, entertainment, and digital media. We maintain our leadership position by creating a value-added, trust-based relationship with our clients, supporting our local communities, and developing deep subject-matter expertise. We offer a supportive and collegial environment where individual contributions are recognized and celebrated, and hard work is balanced with personal fulfillment and responsibilities. THE OPPORTUNITY Weintraub Tobin is currently seeking a full-time on-site (40 hours per week), experienced Records/Client Intake Specialist to join our Records Department in our Sacramento Office. The successful candidate must be able to multi-task in a fast-paced and professional environment, enjoy working as part of a team, and demonstrate a commitment to quality client service. RESPONSIBILITIES Coordinate beginning to end new client and matter intake process in accordance with firm policies and procedures Review and approve client-matter management requests in Orion Conduct background checks utilizing electronic research tools (e.g., Westlaw PeopleMap) to conduct background checks for prospective clients Run and distribute conflicts of interest searches and reports for clients (individuals and corporate entities), attorneys, and new hires, ensuring ethical compliance prior to engagement Ensure complete and proper setup and syncing of new client matters with practice management, billing, and document systems Communicate with attorneys, legal assistants, and administrative staff to resolve conflicts, gather required details, and address discrepancies in engagement documentation or origination Prepare regular reports to verify new matter openings Support records management of physical and electronic records in compliance with retention and destruction policies Collect, organize, index, and electronically track files; assist with regular shelf maintenance, inventories, and file audits Manage physical and digital file transfers, including secure intake of records from new hires and compliant distribution of files to clients or external counsel Coordinate with off-site storage vendors for accurate storage and retrieval of records, files, and boxes Assist with the upkeep, filing, and retrieval of electronic documents in accordance with firm policies Prevent loss or misplacement of records across the office, ensuring timely access to information firmwide Handle copying and scanning of documents, case files, and other materials as requested by attorneys, secretaries, and paralegals Utilize Microsoft Excel, Word, and Outlook proficiently to manage and track records Provide other general clerical and administrative duties as needed by attorneys, secretaries, and firm management Assist with special and miscellaneous projects, as assigned Requirements SKILLS AND ABILITIES At least two years of related law firm intake work experience is preferred, with an understanding of best practices in a legal environment Ability to cross-train in other records department functions Strong analytical and problem-solving skills Self-motivated and able to work independently and as part of a team Ability to work concurrently on a variety of projects and work effectively under pressure High attention to detail and accuracy Effective organizational skills and ability to use necessary computer applications, including the Microsoft Office Suite Flexibility in dealing with multiple priorities and personalities Communicate effectively with attorneys and legal staff at all levels Ability to lift and move up to 50 lbs. EQUAL EMPLOYMENT OPPORTUNITY The Firm is an equal opportunity employer. It is Firm policy to provide equal opportunities to all qualified individuals regardless of race, color, creed, religion, national origin, sex, age, physical or mental disability, medical condition, marital status, sexual orientation, sexual identity, genetics, veteran status, or any other class protected under federal, state, or local law. This policy applies to all terms and conditions of employment. It is the intent of the Firm to comply with all applicable federal and state laws with respect to fair employment practices. The Firm will provide reasonable accommodation to qualified applicants and employees with a known disability or medical condition or for an employee’s religious beliefs provided the accommodation does not cause undue hardship to the Firm. Any applicant or employee with a qualifying disability or medical condition, or a religious practice, that requires an accommodation in order for the employee to perform the essential function of his or her job, should contact Human Resources to discuss it further so the Firm can determine if a reasonable accommodation exists and can be provided. Salary range: $45,000-$55,000 (based upon years of experience) NOTE: We are not currently accepting inquiries from recruiters or recruiting agencies. All applications must be submitted directly by the candidates.

Responsibilities

The specialist will coordinate the new client and matter intake process, including conducting background checks and conflict of interest searches. They are also responsible for managing physical and electronic records, ensuring compliance with retention policies, and assisting with file maintenance and audits.