[Remote] New Business Intake Coordinator (Legal)
Note: The job is a remote job and is open to candidates in USA. Considine Search is a leading national law firm seeking a New Business Intake Coordinator. The role involves maintaining daily workflow, running conflict checks, and managing client matter adjustments while ensuring accuracy and confidentiality.
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
Skills
- Two years NBI/Conflicts experience
- 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
- Prior legal industry new business intake/conflicts experience
- Bachelor's degree or combination of education and experience
Benefits
- Plus overtime
Company Overview