What are the responsibilities and job description for the New Business Intake Specialist position at Morris James Delaware?
New Business Intake Specialist (Wilmington, DE)
Morris James LLP, a leading Delaware law firm, seeks a detail-oriented and highly organized individual to join our finance team. The NBIS works under the direction of the Director of Finance and will primarily handle generating new business / matter intakes and preparing conflicts of interest reporting needed for the firm’s risk management. The ideal candidate will be responsible for also assisting with a variety of other accounting responsibilities.
This position is full-time, non-exempt, Monday through Friday, 8 : 30am – 5 : 00pm (with one hour lunch break each day.) with the option for hybrid schedule after the initial 90 days. Salary is commensurate with experience.
Primary Duties and Responsibilities :
- Open new business client matters in the firm’s time and billing system
- Manage process for large matter party imports and conflict checks
- Prepare and distribute a new business / matter report on a daily basis
- Prepare and distribute conflicts check results
- May require occasional after hours expedited conflict requests
- Train new hires on new file intake process and workflow procedure
- Perform research on time-sensitive inquires as needed
- Download and post cost recovery data from various sources into time and billing system
- Generate checks to satisfy delivery and courier service invoices
- Serve as backup to accounts payable
- Responsible for monitoring and reconciling firm credit cards
- Close client files in a time and billing system
- Manage all origination and retirement credits on matters
- Provide support and assistance to address other accounting responsibilities
Skills :
Qualifications :
Why Join Us?
At Morris James LLP, we foster a collaborative and inclusive environment where motivated professionals are empowered to excel and advance in their careers. We value teamwork, independent initiative, and professional development. If you thrive in a supportive team setting, are motivated to work autonomously, and demonstrate initiative and responsiveness, you may be a great fit for this position.
Click Apply Now to submit your resume and cover letter.
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