New Business Intake Coordinator

Los Angeles, San Francisco, Denver, Seattle, Park City, Salt Lake City Phoenix, Dallas, Fort Worth, Houston, Kansas City, Edwardsville, Chicago

Summary

A leading national law firm for a New Business Intake Coordinator in any city the Firm has an office.  Hours for position are 8:45am to 5:30pm PCT.

Responsible for Maintaining Daily Workflow, Running Conflict Checks, Making Client Matter adjustments, and Assigning Client Matter Numbers for the Firm.  As a NBI Coordinator, you are required to maintain a high level of accuracy and confidentiality at all times.

Responsibilities

• Complete detailed Conflict of Interest Report including necessary internet searches
• Consult the NBI Reference Manual for proper procedures and information
• Assign Client Matter numbers
• Notify Attorneys of Issues for Matter Opening Process
• Assign Affiliations for all Client Matters
• Maintain all Client Matter Modifications
• Process Dunn and Bradstreet reports (DNBi)/Hoover
• Maintain system integrity and data base clean up
• Complete Exiting Attorney Reports and requests for attorney to close Client/files
• Process all Client Matter Re-Openings (re-run conflict report and communicate new issues to appropriate attorney. This process will involve waiting for approval before re-opening)
• Maintain client and employee confidences; protect operations by safeguarding confidential information
• Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
• Work efficiently and prioritize tasks in a fast paced environment

Requirements

• Two years NBI/Conflicts experience. Prior legal industry new business intake/conflicts experience preferred. Preferred: Bachelor’s degree or combination of education and experience
• Proficient in MS Office applications;
• Proficient in computerized Conflicts/Workflow software;
• Excellent analytical and research skills;
• Ability to compile, review, determine and communicate conflicts issues based on a variety of information;
• Good judgment in determining when assistance is needed in communicating with attorneys and legal assistants on varied issues involving conflicts and maintaining client files.

Compensation: The budgeted salary range for this position is $55,000.00-$85,000.00, annually, plus overtime.

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