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Polsinelli · 2 weeks ago

New Business Intake Coordinator

Los Angeles, CA

Full-time

Onsite

Entry, Mid Level

$55K/yr - $80K/yr

2+ years exp

Polsinelli is a law firm seeking a New Business Intake Coordinator to manage daily workflows and ensure accuracy and confidentiality in client matter processes. The role involves conducting conflict checks, assigning matter numbers, and training new hires while maintaining system integrity.

ConsultingInsuranceLegalProfessional Services

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

Qualification

NBI/Conflicts experienceProficient in MS OfficeProficient in Conflicts softwareAnalytical skillsJudgment

Required

Two years of NBI/Conflicts experience

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