Conflicts and Intake specialist
Saul Ewing LLP is seeking a Conflicts and Intake Specialist to review new business intake forms and identify conflicts to ensure accuracy. The role involves conducting research, maintaining the internal conflicts database, and facilitating the client onboarding process.
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
Skills
- 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
- 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
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