New Business Intake Coordinator - Remote Client Onboarding and Conflict Management Specialist
Join Our Team as a Remote New Business Intake Coordinator
Are you a detail-driven professional with a passion for accuracy and confidentiality? Do you thrive in fast-paced environments and want to make a real impact? We're looking for a creative and organized individual to join our law firm as a Remote New Business Intake Coordinator. As a key member of our team, you'll be at the heart of our client onboarding process, managing conflict checks, assigning client matter numbers, and ensuring seamless communication with attorneys. With your expertise, you'll help maintain data integrity and support our firm's growth—all from the comfort of your home.
About Our Company and Culture
Our law firm is built on a foundation of excellence, integrity, and innovation. We're committed to providing exceptional service to our clients and fostering a work environment that encourages growth, collaboration, and creativity. As a remote team member, you'll be part of a dynamic and supportive community that values flexibility, work-life balance, and professional development.
Our Mission and Values
At our law firm, we're driven by a passion for delivering outstanding results and making a positive impact. Our core values include:
- Client-centricity: We're dedicated to providing exceptional service and support to our clients.
- Integrity: We operate with transparency, honesty, and ethics in all our interactions.
- Innovation: We encourage creativity, experimentation, and continuous learning.
- Collaboration: We believe in the power of teamwork and partnership.
Key Responsibilities
As a Remote New Business Intake Coordinator, your primary responsibilities will include:- Managing daily workflow: Run conflict checks, assign client matter numbers, and make necessary client matter adjustments while ensuring accuracy and confidentiality.
- Client matter modifications: Handle all client matter modifications, assign affiliations, and process reports such as Dunn and Bradstreet (DNBi)/Hoover to maintain system integrity and database cleanliness.
- Communication with attorneys: Notify attorneys of issues during the matter opening process, manage client matter re-openings, and complete exiting attorney reports and file closures.
- Confidentiality and data integrity: Safeguard client and employee confidences by maintaining strict confidentiality and adhering to all firm policies and procedures.
- Training and mentorship: Train and mentor new NBI hires, staff, and attorneys on NBI policies and procedures, ensuring efficiency and prioritization in a fast-paced environment.
Requirements and Qualifications
To succeed as a Remote New Business Intake Coordinator, you'll need:Essential Qualifications
- Minimum of 2 years of NBI/Conflicts experience: Prior experience in the legal industry, preferably in new business intake or conflicts.
- Bachelor's degree: A degree in a related field, or a combination of education and relevant experience.
- Proficiency in MS Office applications: Strong skills in Microsoft Office, including Word, Excel, and Outlook.
- Computerized Conflicts/Workflow software: Experience with conflicts and workflow software, such as Serengeti or Mitratech.
- Analytical and research abilities: Strong analytical and research skills, with good judgment in identifying and communicating conflict issues.
Preferred Qualifications
- Prior experience with law firm software: Familiarity with law firm software, such as document management systems or practice management software.
- Excellent communication and interpersonal skills: Strong communication and interpersonal skills, with the ability to work effectively with attorneys, staff, and clients.
Career Growth Opportunities and Learning Benefits
As a Remote New Business Intake Coordinator, you'll have opportunities for professional growth and development, including:
- Training and mentorship: Ongoing training and mentorship to help you develop your skills and expertise.
- Career advancement: Opportunities for career advancement and promotion within the firm.
- Professional development: Support for professional development, including attendance at conferences and industry events.
Work Environment and Company Culture
As a remote team member, you'll enjoy:
- Flexibility and work-life balance: The flexibility to work from home and manage your own schedule.
- Autonomy and independence: The autonomy to work independently and make decisions.
- Supportive community: A supportive and dynamic community of remote team members.
Compensation, Perks, and Benefits
We offer a competitive salary range of $60,000 - $70,000, as well as:
- Comprehensive benefits package: A comprehensive benefits package, including medical, dental, and vision insurance.
- Paid time off: Paid time off, including vacation, sick leave, and holidays.
- Opportunities for bonuses: Opportunities for bonuses and performance-based incentives.
Conclusion and Call to Action
If you're a detail-driven professional with a passion for accuracy and confidentiality, we want to hear from you! Apply today to join our team as a Remote New Business Intake Coordinator and take the first step towards a rewarding and challenging career. Don't worry if you don't meet every single requirement—we value a great attitude and a willingness to learn above all.
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