Overview
New Business Intake Coordinator- SF Jobs in San Francisco, California, USA at Direct Counsel
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 -$80k / yr depending on experience
Available for remote work with office visits for business needs
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Intake Coordinator
• San Francisco, CA, United States
#J-18808-Ljbffr
Title: New Business Intake Coordinator- SF
Company: Direct Counsel
Location: San Francisco, California, USA
Category: Law/Legal (Regulatory Compliance Specialist)
