What are the responsibilities and job description for the New Business Intake Coordinator position at Direct Counsel?
Job Description
Job Description
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
SKILLS & ABILITIES
Salary and Benefits :
Salary : $55,000 - $80,000
