Client Intake & Records Management Coordinator

This client is seeking a detail-oriented and highly organized professional to join our team as a Client Intake & Records Management Coordinator. This position plays a crucial role in supporting new business processes and maintaining off-site file archives. The ideal candidate will be comfortable handling confidential information, collaborating across departments, and ensuring data accuracy within internal systems.

Client Details

This position is with a multi-state law firm with a strong presence in Stamford, CT. The team is professional, detail oriented, and offers great opportunity for continued learning and promotion opportunity.

Description

• Coordinate the intake of new client and matter information, ensuring all required documentation and approvals are received
• Conduct background searches to identify potential conflicts of interest and escalate findings to the appropriate review team
• Accurately input and update client and matter data in the firm's internal database
• Collaborate with administrative staff to correct or complete incomplete submissions
• Track and manage client identification exceptions and approval records
• Reconcile daily intake activity with internal reporting to ensure accuracy
• Generate and maintain detailed reports of off-site records and research the status of closed files
• Identify archived materials eligible for destruction and maintain logs of pending and completed actions
• Support special projects and process improvements as assigned

Profile

• Bachelor's degree preferred
• Strong proficiency in Microsoft Office applications; experience with database systems and document management software a plus
• Meticulous attention to detail with a focus on accuracy and consistency
• Ability to prioritize tasks and manage time effectively in a deadline-driven environment
• Clear and professional communication skills, both written and verbal

Job Offer

• Salary range: $55,000 - $65,000, depending on experience
• Comprehensive benefits package, including medical, dental, and vision
• Twenty-five (25) days of PTO annually
• Thirty-five (35) hour work week
• Overtime eligible (non-exempt role)

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.