[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

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