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New Business Intake Specialist

Greeley Square, NY 10001 | Work from home flexibility

Posted: 04/21/2025 Job Category: Legal Job Number: 2857

Job Description

BIC Operations Intake Specialist
Industry
: Legal
Status: Full-Time, Non-Exempt
Location: New York City, Hybrid

THE ROLE YOU WILL PLAY

  • Review and process new business intake requests for prospective, current, and former clients
  • Analyze data for completeness, accuracy, and compliance 
  • Communicate with attorneys, assistants, and submitters regarding intake issues and risk procedures
  • Prepare and route supporting documentation for approvals, including engagement letters, credit/litigation reports, discounts, and client guidelines
  • Coordinate special approvals and resolve partner follow-up questions
  • Maintain accurate intake documentation and flag any outstanding requirements for downstream processing
  • Input and update client/matter master data in compliance with firm policy and system integrations
  • Monitor shared mailbox and delegate or escalate inquiries and requests as needed
  • Contribute to an efficient, client-centered intake operation in a fast-paced legal environment

COMPANY PROFILE AND BENEFITS

  • A prestigious global law firm known for innovation, collaboration, and legal excellence
  • Comprehensive benefits package including health, dental, vision, and more
  • Generous paid time off and holidays, including backup care, and robust parental leave
  • Ongoing professional development, mentorship, and growth opportunities in a supportive team environment

BACKGROUND PROFILE

  • 3+ years of experience in legal conflicts, client intake, document review, or corporate law support
  • Knowledge of ABA Model Rules of Professional Conduct and California State Bar ethics rules
  • Strong judgment, attention to detail, and ability to prioritize multiple tasks in a high-volume setting
  • Bachelor’s degree preferred; Paralegal Certificate or completion of legal ethics coursework a plus
  • Strong interpersonal, analytical, and communication skills. Able to work independently and collaboratively

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About Greeley Square, NY

Start your career in the vibrant heart of New York City at Greeley Square! Explore our job opportunities in this bustling area, located near iconic landmarks such as the Empire State Building and the lively Garment District. With a blend of commerce, culture, and endless growth possibilities, Greeley Square offers job seekers a unique chance to thrive in a dynamic environment. Enjoy delectable cuisine from nearby Koreatown, catch a show at the renowned New Victory Theater, or discover local art at the ICP Museum. Join us in this exciting region, where opportunities abound and the city's irresistible charm awaits. Begin your journey today!