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New Business Intake Coordinator
New Business Intake CoordinatorPolsinelli • Los Angeles, CA, United States
New Business Intake Coordinator

New Business Intake Coordinator

Polsinelli • Los Angeles, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Polsinelli is looking for a New Business Intake Coordinator in any city the Firm has an office. Hours for the position are 10 : 30am - 7 : 15pm CT.

POSITION SUMMARY

Responsible for maintaining daily workflow, running conflict checks, making client matter adjustments, and assigning client matter numbers for the Firm. As an NBI Coordinator, you are required to maintain a high level of accuracy and confidentiality at all times.

CORE RESPONSIBILITIES

  • Complete detailed Conflict of Interest Reports 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 database 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 confidence; 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 & EDUCATION

  • Two years of NBI / Conflicts experience
  • Prior legal industry new business intake / conflicts experience preferred
  • Bachelor's degree or a combination of education and experience preferred
  • 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.
  • #LI-Remote

    The budgeted salary range for this position is $55,000 - $80,000.

    Polsinelli PC is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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    Intake Coordinator • Los Angeles, CA, United States

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