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In-House
Legal Staff
Corporate - Contract Law
Litigation - Whistleblower - CFTC
Min 1 yrs required
Intake Assistant Responsibilities: Will review incoming Joint Agreements for completeness and accuracy. Review a variety of documents including, Social Security award letters and 1099s, prepaid funeral arrangements, as well as other necessary information. Maintain internal correspondence and status records. Effectively communicate with beneficiaries, case workers, attorneys and other advocates. regarding both company's policies and external regulations and requirements. Enter data with a minimum of errors and an attention to accuracy. Work well within a team-based environment in applying rigorous quality controls to incoming applications and providing timely follow-up. Identify and review legal documents such as Power of Attorneys, court orders and guardianship orders.
Qualification and Experience
Qualification Requirements: A 2 year degree / certificate in Paralegal Studies strongly preferred. Will consider degrees in Business Administration. 1 year of work experience in an office environment. Experience in a law office setting preferred. Excellent computer skills, including typing, data entry, and the ability to work with Access and Excel. Strong customer service and multi-tasking skills, as well as strong analytical and research skills. Knowledge of supplemental needs trusts and government benefits is a plus. Working well under deadlines is crucial. Must be proficient in a variety of Microsoft Office programs including Access, Excel, Outlook and Word.
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