New Business Intake Coordinator - Law Firm

An Am Law 100 Law Firm is looking for a New Business Intake Coordinator - this will be a remote role.  

Must be located in and/or near Los Angeles, if business need to come into the office.

Hours for position 8:30-5:15pm PT

POSITION SUMMARY

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

• Two 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 if 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.