What are the responsibilities and job description for the New Business Intake Coordinator position at Direct Counsel?
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 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
- 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 -$80k/yr depending on experience
- Benefits: Comprehensive Benefits
- Available for remote work with office visits for business needs
Salary : $55,000 - $80,000
