Legal Records Manager

Job Overview

A professional legal organization seeks a qualified Legal Records Manager in Santa Maria, California. This is a key mid-level position. The successful candidate should have 6 of experience and be ready to take on significant responsibilities.

Key Responsibilities

• Oversee the entire client intake and conflict check process
• Manage and maintain the firm's CRM database
• Develop and enforce client onboarding policies
• Train staff on intake procedures and ethical guidelines
• Collaborate with senior legal staff on case/project strategy.
• Maintain and manage specialized documentation and reports.
• Participate in internal training and process improvement initiatives.

Qualifications & Requirements

• Associate or Bachelors degree
• 4-6 years of experience in legal administration or client relations
• Strong understanding of law firm ethics
• Excellent communication and organizational skills.
• Proficiency in relevant legal or specialized software (e.g., e-discovery, compliance systems).
• Ability to work independently and manage multiple deadlines.

Compensation & Benefits

• Salary Range: $83,984 - $94,791 per year.
• Health, dental, and vision insurance options.
• 401(k) matching and paid time off.

Location & Experience

Location: Santa Maria, California 93454, USA

Experience Level: 6 years required