New Business Intake Specialist

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:

· Strong analytical and problem-solving skills

· Ability to interpret data produced by research

· Ability to organize and prioritize various projects/tasks simultaneously and under time restraints to meet deadlines

· Detail-oriented and demonstrated ability to multi-task and work in a fast-paced environment

· Excellent interpersonal and communication skills

· Strong customer-service-oriented approach

· Exercise initiative and good judgement with ability to work independently and as a member of a team

· Ability to use discretion and maintain confidentiality in all aspects of work

Qualifications:

· Familiarity with law firm accounting responsibilities is preferred, ideally with experience in the handling of time-sensitive conflicts of interest reporting

· Aderant Expert and workflow experience is a plus

· Must be tech-savvy with strong working knowledge of Microsoft Word and Excel

· Flexibility to work overtime as needed to meet deadlines

· Accounting degree is a plus

Why Join Us?

· Competitive salary and benefits package

· Opportunity to work with dynamic, supportive, and experienced legal teams

· Exposure to substantive cases and contribute to meaningful outcomes with the opportunity to make a significant impact.

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.

How to Apply:

Please submit your resume and cover letter to careers@morrisjames.com

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance

Schedule:

• Day shift

Ability to Commute:

• Wilmington, DE 19801 (Required)

Ability to Relocate:

• Wilmington, DE 19801: Relocate before starting work (Required)

Work Location: Hybrid remote in Wilmington, DE 19801