New Business Intake Specialist

New Business Intake Specialist (Wilmington, DE)Morris James LLP, a leading Delaware law firm, seeks 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 businessmatter 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 systemManage process for large matter party imports and conflict checksPrepare and distribute a new businessmatter report on a daily basisPrepare and distribute conflicts check resultsMay require occasional after hours expedited conflict requestsTrain new hires on new file intake process and workflow procedurePerform research on time-sensitive inquires as neededDownload and post cost recovery data from various sources into time and billing systemGenerate checks to satisfy delivery and courier service invoicesServe as backup to accounts payableResponsible for monitoring and reconciling firm credit cardsClose client files in a time and billing systemManage all origination and retirement credits on mattersProvide support and assistance to address other accounting responsibilitiesSkills:Strong analytical and problem-solving skillsAbility to interpret data produced by researchAbility to organize and prioritize various projectstasks simultaneously and under time restraints to meet deadlinesDetail-oriented and demonstrated ability to multi-task and work in a fast-paced environmentExcellent interpersonal and communication skillsStrong customer-service-oriented approachExercise initiative and good judgement with ability to work independently and as a member of a teamAbility to use discretion and maintain confidentiality in all aspects of workQualifications:Familiarity with law firm accounting responsibilities is preferred, ideally with experience in the handling of time-sensitive conflicts of interest reportingAderant Expert and workflow experience is a plusMust be tech-savvy with strong working knowledge of Microsoft Word and ExcelFlexibility to work overtime as needed to meet deadlinesAccounting degree is a plusWhy Join Us?Competitive salary and benefits packageOpportunity to work with a dynamic, supportive, and experienced legal teamExposure to substantive cases and contribute to meaningful outcomes with the opportunity to make a significant impact.At Morris James LLP, we foster a collaborative and inclusive environment where motivated professionals are empowered to excel and advance in their careers. We value teamwork, independent initiative, and professional development. If you thrive in a supportive team setting, are motivated to work autonomously, and demonstrate initiative and responsiveness, you may be a great fit for this position.Click Apply Now to submit your resume and cover letter. recblid dm6jyauty1891x5cdvt0qjfz4fbeoj

Created: 2025-03-01