Offer summary

Qualifications:

Two years of experience in New Business Intake or Conflicts is required., Prior experience in the legal industry is preferred., A Bachelor's degree or a combination of education and experience is preferred., Proficiency in MS Office and computerized Conflicts/Workflow software is necessary..

Key responsabilities:

Maintain daily workflow and run conflict checks for client matters.

Assign client matter numbers and notify attorneys of any issues during the matter opening process.

Process Dunn and Bradstreet reports and maintain system integrity.

Train and mentor new hires on NBI policies and procedures.

Job description

Polsinelli, PC is looking for a New Business Intake Coordinator – this will be a remote role. 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 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.

#LI-Remote

The budgeted salary range for this position is $55,000 - $80,000.

Polsinelli PC is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.

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