New Business Intake Coordinator/Conflicts- SF
$55k - $85kDirect Counsel
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
Vacancy posted 1 day ago
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