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New Business Intake Coordinator/Conflicts- SF

$55k - $85k

Direct 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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