New Business Intake Coordinator/Conflicts- SF

New Business Intake Coordinator

A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be 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.

Core 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 database 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

Experience and Education

• 2 years NBI/conflicts experience.
• Prior legal industry new business intake/conflicts experience preferred.
• Preferred: Bachelor's degree or combination of education and experience

Skills & Abilities

• 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.

Salary and Benefits:

• Salary: $55k/yr - $85k/yr depending on experience
• Benefits: Comprehensive benefits available first of the month following start date
• Onsite work schedule