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New Business Intake Coordinator
Company | Jobot |
Address | Chicago, IL, United States |
Employment type | FULL_TIME |
Salary | |
Category | Staffing and Recruiting |
Expires | 2023-09-14 |
Posted at | 9 months ago |
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Why join us?
Why join us?
- Complete detailed Conflict of Interest Report including necessary internet searches
- Maintain client and employee confidences; protect operations by safeguarding confidential information
- Consult the NBI Reference Manual for proper procedures and information
- Maintain all Client Matter Modifications
- Process Dunn and Bradstreet reports (DNBi) / Hoover
- 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)
- Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
- Maintain system integrity and data base clean up
- Assign Client Matter numbers
- Complete Exiting Attorney Reports and requests for attorney to close Client/files
- Assign Affiliations for all Client Matters
- Work efficiently and prioritize tasks in a fast paced environment
- Notify Attorneys of Issues for Matter Opening Process
- Two years NBI/Conflicts experience. Prior legal industry new business intake/conflicts experience preferred. Preferred Bachelor’s degree or combination of education and experience.
- Proficient if MS Office applications
- Two years of NBI Experience required
- 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
- Proficient in computerized Conflicts/Workflow software
- Excellent analytical and research skills
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