Forensics Client Concierge

ATKG•San Antonio, TX

About The Position

For over 40 years, ATKG has delivered exceptional Tax, Accounting, Assurance, and Advisory services. Named a Best Place to Work, ATKG prides itself on its culture and commitment to clients, employees, and the community. In May 2023, ATKG joined Ascend, a tax, accounting, and advisory platform, to foster innovation and growth. ATKG is seeking a professional who shares their values and is looking for a dynamic firm. The Forensics Concierge is a team support specialist and workflow coordinator for the Forensics, Litigation and Valuation team. This role requires strong project management and communication skills to interact with internal teams, clients, and attorney's offices.

Requirements

Proficient knowledge of Microsoft Office Suite and Adobe Acrobat.
Ability to keep client and other professional matters confidential.
Strong attention to detail and analytical.
Excellent at prioritizing and organizing efficiently.
Strong verbal and written communication skills.
Bachelor’s degree or equivalent work experience

Nice To Haves

2 years’ experience in accounting, administrative, customer services or hospitality experience preferred.
Basic understanding of family law and civil procedure is a plus, but not required.

Responsibilities

Client onboarding, including conflict checks, preparation of engagement letters and set up of new clients.
Maintains and files updated client contact information such as address changes, key contact changes across practice management and CRM systems.
Facilitate proactive project management to enable the team to meet internal and external deadlines.
Keep case managers and calendars up to date on new information and status changes.
Manages intake and organization of case documents.
Follow up on information needed from clients, in coordination with Manager.
Coordinates transmission of deliverables to client.
Responsible for new client set up.
Maintain and annotate document inventory for discovery requests.
Monitors production and discovery responses and timelines and communicate proactively with the team.
Organize and maintain case notes and files.
Prepare monthly billing and billing summaries.
Proof and produce final reports (edit, proof, compile in Adobe, send securely, etc.).
Prepares exhibits and reports and other supporting documentation accurately and timely, as needed.
Maintains contact management system.
Maintains electronic library, subscriptions and files with assistance from the team.
Other duties as assigned.