Client Intake Administrator

7 months ago


Ottawa, Canada Edwards Creative Law, LLP Full time

**About us**

**Responsibilities include but are not limited to**:
**Client Intake**
- Manage correspondence with new leads and follow process to onboard new clients
- Answer client/lead phone calls and answer requests for basic information
- Docket important client deadlines and workflow reminders
- Perform conflict checks for leads
- Send trust requests, record payments and track trust refunds
- Prepare first drafts of retainer agreements and reporting letters using firm templates
- Order referral gifts

**Data Management**
- Maintain lead and client databases (including existing client updates)
- Monitor for process improvements and update process documents
- Export data and clean-up on a frequent basis
- Export lead data and share with partners on a frequent basis

**Billing Assistance**
- Track and record client payments

**General Office Administration**
- Schedule meetings and take minutes
- Coordinate incoming and outgoing courier and Canada Post packages & letter mail
- Copy, scan, assemble, and distribute documentation
- Assist with special projects
- Book events, courses, and travel accommodations and track travel expenses

**Salary**: From $40,000.00 per year

**Benefits**:

- Company events
- Dental care
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

**Education**:

- AEC / DEP or Skilled Trade Certificate (preferred)

**Experience**:

- Administrative experience: 3 years (required)

**Language**:

- Mandarin (preferred)
- English (required)

Ability to Commute:

- Ottawa, ON K2A 3X9 (required)

Work Location: Hybrid remote in Ottawa, ON K2A 3X9



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