Administrative Assistant

Client Intake & Support ∙Handle initial client inquiries and conduct client intake interviews. ∙Gather preliminary information from prospective clients. ∙Conduct conflict checks and open/update CRM files. ∙Request, collect, review, and organize client documents. ∙Ensure intake forms and required documentation are completed accurately. ∙Enter and maintain client information in the case management system. ∙Upload and organize documents within the firm's document management system. ∙Maintain accur…