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Direct Counsel

New Business Intake Coordinator/Conflicts- SF

san francisco, CA

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About this opportunity

Direct Counsel lists this New Business Intake Coordinator/Conflicts- SF opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

New Business Intake CoordinatorA 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 ResponsibilitiesComplete detailed conflict of interest report including necessary internet searchesConsult the NBI reference manual for proper procedures and informationAssign client matter numbersNotify attorneys of issues for matter opening processAssign affiliations for all client mattersMaintain all client matter modificationsProcess Dunn and Bradstreet reports (DNBi)/HooverMaintain system integrity and database clean upComplete exiting attorney reports and requests for attorney to close client/filesProcess 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 informationTake initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and proceduresWork efficiently and prioritize tasks in a fast-paced environmentExperience and Education2 years NBI/conflicts experience.Prior legal industry new business intake/conflicts experience preferred.Preferred: Bachelor's degree or combination of education and experienceSkills & AbilitiesProficient 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 - $85k/yr depending on experienceBenefits: Comprehensive benefits available first of the month following start dateOnsite work schedule

Worksite address

san francisco, CA, 94102, US

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