New Business Intake Coordinator / Conflicts- SF

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 :