New Business Intake Coordinator - Miami (Remote)
direct counselMiami, FL
New Business Intake Coordinator - Miami (Remote)
direct counselMiami, FL
3 days ago
$70k/yr
APPLY NOW (opens in a new tab)About the role
New Business Intake Coordinator 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 database clean upComplete 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.
- High volume
- 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: $70k/yr -$85k/yr depending on experience
Benefits:
Comprehensive Benefits Available for remote work with office visits for business needs
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JOB OVERVIEW
Salary
$70k/yr
Experience level
Senior
Location
Miami, FL
Occupation
Lawyers
Industry
Offices of Lawyers
Posted
3 days ago
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