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New Business Intake Coordinator- 2972693

AMS Staffing, Inc.
Seattle, WA Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 4/29/2025

Job Description

Job Description

Job Title : New Business Intake Coordinator

Location : Los Angeles, CA 90067

San Diego, CA 92014

San Francisco, CA 94111

Seattle, WA 98104

Salary / Payrate : $55-80k, bonus and AWESOME benefits!!!

Work Environment : Remote

Term : Permanent / Fulltime

Bachelors degree required : Preferred

Referral Fee : $500

JOB DESCRIPTION : #LI-KG1

Our outstanding AM100 law firm looking for a New Business Intake Coordinator this will be a remote role. Hours for position 8 : 30-5 : 15pm PT.

POSITION SUMMARY

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 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

Experience and Education

Two years NBI / Conflicts experience. Prior legal industry new business intake / conflicts experience preferred. Preferred : Bachelors 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.
  • Qualifications :

    Preferred : Bachelor's or better.

    Experience

    Preferred 2 years : NBI / Conflicts experience.

    Salary : $55,000 - $80,000

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