New Business Intake Coordinator - New York
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
ā¢ Complete detailed conflict of interest report including necessary internet searches
ā¢ Consult the NBI Reference Manual for proper procedures and information
ā¢ Assign client matter numbers
ā¢ Notify attorneys of issues for matter opening process
ā¢ Assign affiliations for all client matters
ā¢ Maintain all client matter modifications
ā¢ Process Dunn and Bradstreet reports (DNBi)/Hoover
ā¢ Maintain system integrity and database clean up
ā¢ Complete exiting attorney reports and requests for attorney to close client/files
ā¢ 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)
ā¢ Maintain client and employee confidences; protect operations by safeguarding confidential information
ā¢ Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
ā¢ Work efficiently and prioritize tasks in a fast-paced environment
Experience and Education
ā¢ 2 years NBI/conflicts experience
ā¢ Prior legal industry new business intake/conflicts experience preferred
ā¢ Preferred: Bachelor's degree or combination of education and experience
Skills & Abilities
ā¢ Proficient in MS Office applications;
ā¢ Proficient in computerized conflicts/workflow software;
ā¢ Excellent analytical and research skills;
ā¢ Ability to compile, review, determine and communicate conflicts issues based on a variety of information;
ā¢ 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:
ā¢ Salary: $55k/yr - $85k/yr depending on experience
ā¢ Benefits: Comprehensive benefits
ā¢ Available for remote work with office visits for business needs
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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
ā¢ Complete detailed conflict of interest report including necessary internet searches
ā¢ Consult the NBI Reference Manual for proper procedures and information
ā¢ Assign client matter numbers
ā¢ Notify attorneys of issues for matter opening process
ā¢ Assign affiliations for all client matters
ā¢ Maintain all client matter modifications
ā¢ Process Dunn and Bradstreet reports (DNBi)/Hoover
ā¢ Maintain system integrity and database clean up
ā¢ Complete exiting attorney reports and requests for attorney to close client/files
ā¢ 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)
ā¢ Maintain client and employee confidences; protect operations by safeguarding confidential information
ā¢ Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
ā¢ Work efficiently and prioritize tasks in a fast-paced environment
Experience and Education
ā¢ 2 years NBI/conflicts experience
ā¢ Prior legal industry new business intake/conflicts experience preferred
ā¢ Preferred: Bachelor's degree or combination of education and experience
Skills & Abilities
ā¢ Proficient in MS Office applications;
ā¢ Proficient in computerized conflicts/workflow software;
ā¢ Excellent analytical and research skills;
ā¢ Ability to compile, review, determine and communicate conflicts issues based on a variety of information;
ā¢ 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:
ā¢ Salary: $55k/yr - $85k/yr depending on experience
ā¢ Benefits: Comprehensive benefits
ā¢ Available for remote work with office visits for business needs
Apply tot his job
Apply To this Job