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New Business Intake Coordinator/Conflicts- SF
New Business Intake Coordinator/Conflicts- SFDirect Counsel • San Francisco, CA, US
New Business Intake Coordinator / Conflicts- SF

New Business Intake Coordinator / Conflicts- SF

Direct Counsel • San Francisco, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

  • 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 -$85k / yr depending on experience
  • Benefits : Comprehensive Benefits available first of the month following start date
  • Onsite work schedule
    • [job_alerts.create_a_job]

    New Business Intake CoordinatorConflicts SF • San Francisco, CA, US

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