Posted 1mo ago

Conflicts and Intake specialist

@ Saul Ewing
Newark or Wayne or Boston or Minneapolis or Harrisburg or Pittsburgh or Baltimore or Miami or Princeton or Washington or Wilmington or Chicago or New York or Philadelphia
$65k-$75k/yrHybridFull Time
Responsibilities:analyzing conflicts, onboarding clients, risk analysis
Requirements Summary:Bachelor's degree; 1-2 years in conflicts; Experience with Intapp and Aderant; experience with client onboarding in a law firm; strong organizational and communication skills.
Technical Tools Mentioned:Intapp, Aderant, Client onboarding
Save
Mark Applied
Hide Job
Report & Hide
Job Description

JOB TITLE:                        Conflicts and Intake Specialist

OFFICE LOCATION:       OPEN

DEPARTMENT:                 Conflicts Management

REPORTS TO:                   Conflicts & Intake Group Manager

FLSA STATUS:                   Full-time/Non-Exempt

 

POSITION SUMMARy: 

The Conflicts and Intake Specialist will review new business intake forms and identify conflicts in order to ensure accuracy, including verifying information, conducting research, and communicating with all levels of personnel of the Firm in order to ensure accurate conflict clearance.  Additionally, the Conflicts and Intake Specialist will maintain internal conflicts database and ensure proper and accurate documentation of legal and business conflicts.

 

ESSENTIAL FUNCTIONS AND JOB RESPONSIBILITIES:

 

  • Providing first level analysis of reports for Conflict Check Requests relating to new business for attorneys to review further, including Lateral Hires.
  • Facilitating the client and matter on-boarding process, particularly by conducting risk checks on new clients and new mandates involving conflicts and confidentiality (legal and commercial), client due diligence, jurisdictional, and reputational risk analysis.
  • Undertaking research and analysis on an ad-hoc basis.
  • Assisting with maintaining databases by performing various changes, corrections, and updates on existing client and matter information.
  • Reviewing engagement letters for accuracy in scope and Rates review.
  • A strong customer service approach and team focus with the ability to work independently.
  • Assist team with special projects relating to the firm's professional responsibility, compliance, and conflicts initiatives.
  • Available for occasional overtime during evening hours, weekends, and certain holidays as needed.

 

KNOWLEDGE AND SKILLS REQUIRED:

 

  • Good understanding of the Rules of Professional Conduct as they relate to conflicts.
  • Good understanding of corporate structures, including companies, trusts and partnerships.
  • Excellent organizational and planning skills with strong attention to detail and the ability to prioritize multiple tasks and projects to meet deadlines.
  • Ability to liaise with all levels of personnel in a professional manner, both oral and written, to obtain information on new clients and matters.
  • Proactive mentality that thinks ahead and anticipates what is next

 

EDUCATION AND EXPERIENCE REQUIREMENTS:

 

  • Bachelor’s degree
  • Minimum of 1-2 years of experience working within a conflicts department
  • InTapp and Aderant experience preferred.
  • Experience with client onboarding in a law firm setting

 

ADDITIONAL INFORMATION:

  • Individual in this position will provide additional assistance and support as directed by their supervisor.
  • This job description is subject to change at any time.
  • Saul Ewing follows a hybrid work schedule. Candidates must reside within a reasonable commuting distance of one of our office locations.

 

COMPENSATION:

The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is between $65k - $75k annually.