New Business Intake Coordinator

Polsinelli; United States; Remote; USD 55,000 - 80,000; Full time

Job summary

A leading law firm is seeking a New Business Intake Coordinator to maintain workflow, run conflict checks, and ensure confidentiality. The ideal candidate should have at least two years of NBI/Conflicts experience and a Bachelor's degree or relevant experience. Responsibilities include assigning Client Matter numbers and training new hires. The salary range for this position is $55,000 - $80,000, with opportunities for professional growth in a fast-paced environment.

Qualifications

• Two years of NBI/Conflicts experience.
• Prior legal industry new business intake/conflicts experience preferred.

Responsibilities

• Maintain daily workflow and running conflict checks.
• Assign Client Matter numbers and notify attorneys of issues.
• Take initiative to train and mentor new NBI hires.

Skills

Proficient in MS Office applications

Proficient in computerized Conflicts/Workflow software

Excellent analytical and research skills

Good judgment in determining when assistance is needed

Education

Bachelor's degree or a combination of education and experience

Job description

• Business Development
• Full-Time
• Requisition #: NEWBU001023
• Match Score :

Description

Polsinelli is looking for a New Business Intake Coordinator in any city the Firm has an office. Hours for the position are 10:30am - 7:15pm CT.

POSITION SUMMARY

Responsible for maintaining daily workflow, running conflict checks, making client matter adjustments, and assigning client matter numbers for the Firm. As an NBI Coordinator, you are required to maintain a high level of accuracy and confidentiality at all times.

CORE RESPONSIBILITIES

• Complete detailed Conflict of Interest Reports 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-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 confidence; 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 & EDUCATION

• Two years of NBI/Conflicts experience
• Prior legal industry new business intake/conflicts experience preferred
• Bachelor's degree or a combination of education and experience preferred

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.

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.

Qualifications

Skills

Behaviors

Preferred

Loyal : Shows firm and constant support to a cause

Team Player : Works well as a member of a group

Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

Dedicated : Devoted to a task or purpose with loyalty or integrity

Motivations

Preferred

Self‑Starter : Inspired to perform without outside help

Flexibility : Inspired to perform well when granted the ability to set your own schedule and goals

Ability to Make an Impact : Inspired to perform well by the ability to contribute to the success of a project or the organization

Education

Preferred

Bachelor's or better.

Experience

Preferred

2 years: NBI/Conflicts experience.

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.