Law Firm Experienced New Business Intake Specialist - Various Firm Locations

Baker Donelson Bearman Caldwell And BerkowitzAtlanta, GA
303dRemote

About The Position

Baker, Donelson, Bearman, Caldwell, & Berkowitz, PC has an immediate opening for a Law Firm Experienced New Business Intake Specialist. This position reports directly to the New Business Intake Manager and will be part of the Revenue Services Department. The ideal candidate will have NBI Software experience, be extremely professional, possess exceptional communication, organizational and computer skills, have strong proficiencies in the Microsoft Office Suite, and the ability to work effectively within a group or independently. In addition, the candidate should be detail-oriented and able to multi-task and work well in a fast-paced environment. Candidate may reside in Atlanta, Baltimore, Charleston, Charlotte, Chattanooga, Columbia, Ft. Lauderdale, Johnson City, Knoxville, Orlando, Raleigh, or Tallahassee areas. The position is remote other than in office work days on the 2nd and 4th mandatory Wednesdays of each month.

Requirements

  • Must have excellent verbal and written communication skills
  • Must be able to interact across departmental divisions
  • Must have excellent analytical, organizational, interpersonal and presentation competence
  • Must be able to multi-task in a fast-paced environment, work under pressure, and balance multiple competing priorities
  • Proficiency in Microsoft Office required
  • Must demonstrate the ability to analyze complex problems and recommend and/or implement solutions
  • Must have the ability to exercise considerable judgment and discretion in establishing and maintaining good working relationships with both attorneys and staff
  • Must be able to learn quickly, be flexible, and think strategically
  • Must work well independently and in teams, share information, support colleagues, and encourage participation
  • Should be enthusiastic, self-motivated, and effective under pressure
  • Should have a strong work ethic and keen attention to detail and accuracy
  • Must provide minimum authorization to work in the United States

Responsibilities

  • Performing functions leading to the production of conflict reports, client-matter openings, and edits
  • Creating client-matter numbers, producing conflict reports to be distributed to the Centralized Conflicts Review Department
  • Processing conflict reports for all potential new hires
  • Reviewing client engagement letters
  • Maintaining firm databases by entering, updating, and retrieving data
  • Creating Excel spreadsheets for importing client-matter information and conflict parties
  • Adhering to departmental policies and procedures
  • Research and answer questions for internal clients
  • Handle other job-related duties including special projects as assigned by the New Business Intake Manager or Director of Revenue Services
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