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New Business Intake Specialist

New Business Intake Specialist

Beacon HillWilmington, DE, US
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Job Description

New Business Intake Specialist / Conflicts Analyst

A leading Delaware law firm is seeking a detail-oriented and highly organized individual to join our finance team. The NBIS works under the direction of the Director of Finance and will primarily handle generating new business / matter intakes and preparing conflicts of interest reporting needed for the firm's risk management. The ideal candidate will be responsible for also assisting with a variety of other accounting responsibilities.

This position is full-time, non-exempt, Monday through Friday, 8 : 30am - 5 : 00pm (with one hour lunch break each day.) with the option for hybrid schedule after the initial 90 days. Salary is commensurate with experience.

Primary Duties and Responsibilities :

  • Open new business client matters in the firm's time and billing system
  • Manage process for large matter party imports and conflict checks
  • Prepare and distribute a new business / matter report on a daily basis
  • Prepare and distribute conflicts check results
  • May require occasional after hours expedited conflict requests
  • Train new hires on new file intake process and workflow procedure
  • Perform research on time-sensitive inquires as needed
  • Download and post cost recovery data from various sources into time and billing system
  • Generate checks to satisfy delivery and courier service invoices
  • Serve as backup to accounts payable
  • Responsible for monitoring and reconciling firm credit cards
  • Close client files in a time and billing system
  • Manage all origination and retirement credits on matters
  • Provide support and assistance to address other accounting responsibilities

Skills :

  • Strong analytical and problem-solving skills
  • Ability to interpret data produced by research
  • Ability to organize and prioritize various projects / tasks simultaneously and under time restraints to meet deadlines
  • Detail-oriented and demonstrated ability to multi-task and work in a fast-paced environment
  • Excellent interpersonal and communication skills
  • Strong customer-service-oriented approach
  • Exercise initiative and good judgement with ability to work independently and as a member of a team
  • Ability to use discretion and maintain confidentiality in all aspects of work

    • Qualifications :

  • Familiarity with law firm accounting responsibilities is preferred, ideally with experience in the handling of time-sensitive conflicts of interest reporting
  • Aderant Expert and workflow experience is a plus
  • Must be tech-savvy with strong working knowledge of Microsoft Word and Excel
  • Flexibility to work overtime as needed to meet deadlines
  • Accounting degree is a plus

    • Beacon Hill is an equal opportunity employer and individuals with disabilities and / or protected veterans are encouraged to apply.

    California residents : Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

    If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser :

    Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

    Company Profile :

    Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

    Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties / disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

    Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

    Benefits Information :

    Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

    Benefits Information :

    Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

    We look forward to working with you.

    Beacon Hill. Employing the Future (TM)

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    Intake Specialist • Wilmington, DE, US