New Business Intake Coordinator
3.
0 Los Angeles, CA Los Angeles, CA Full-time Full-time $55,000 - $80,000 a year $55,000 - $80,000 a year Polsinelli, PC is looking for a New Business Intake Coordinator - this will be a remote role.
Must be located in and/or near Los Angeles, if business need to come into the office.
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.
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.
The budgeted salary range for this position is $55,000 - $80,000.
#IND123 Experience Preferred 2 year(s):
NBI/Conflicts experience.
Education Preferred Bachelor's or better 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 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) 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 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.
2 year(s):
NBI/Conflicts experience.
Bachelor's or better 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 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.
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Los Angeles, CA Los Angeles, CA Full-time Full-time $55,000 - $80,000 a year $55,000 - $80,000 a year Polsinelli, PC is looking for a New Business Intake Coordinator - this will be a remote role.
Must be located in and/or near Los Angeles, if business need to come into the office.
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.
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.
The budgeted salary range for this position is $55,000 - $80,000.
#IND123 Experience Preferred 2 year(s):
NBI/Conflicts experience.
Education Preferred Bachelor's or better 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 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) 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 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.
2 year(s):
NBI/Conflicts experience.
Bachelor's or better 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 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.
Estimated Salary: $20 to $28 per hour based on qualifications.
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