New Business Intake Analyst

ESSENTIAL DUTIES

• Perform conflicts of interest searches for new clients, matters, and laterals upon request.

• Conduct detailed, extensive research from multiple sources; analyze the corporate business structure and history of potential clients and adversaries.

• Process non-financial client and matter information change requests in compliance with firm policies.

• Perform database research to facilitate processing of change requests.

• Test and review new software systems.

• Maintain or update workflow, form, and notification design templates in intake software.

• Perform routine quality checks of data management: client, matter, parties and black book conflicts data.

• Build, maintain and deliver a professional customer service attitude and relationship with all internal and external customers.

• Verify uniqueness of client information and eliminate duplicates.

• Assist other departments regarding inquiries for client/ matter data reports.

• Make efficient use of time to handle workload.

• Maintain the characteristics of a Top Echelon employee.

• Perform other related Conflicts Department duties as required by Manager.

• Aid with special projects.
   

SKILLS NEEDED TO BE SUCCESSFUL 

• Conflicts analysis expertise with the ability to conduct thorough and accurate conflicts searches using legal databases.

• Advanced research, critical thinking analytical skills.

• Strong interpersonal skills, including strong oral communication skills and the ability to communicate potentially detailed and complex information to personnel at all levels.

• Excellent written communication skills and the ability to draft and execute complex communications including policies and procedures, instructional documents.

• Working knowledge of ethical, legal, and risk management rules and requirements governing conflicts of interest and conflicts resolution process.

• Detail oriented to ensure high levels of accuracy in data entry, document review, and identifying relevant conflicts.

• Ability to multitask and manage multiple complex projects and deadlines.

• Capable of executing priorities in a high-pressure environment.

• Adapt to change in processes at any given time.

• Self-starter with the ability to work independently with minimal supervision and takes the initiative to identify, analyze and resolve false positives without constant oversight.

• Strong service orientation, and an ability to establish and maintain effective working relationships with internal customers, peers, office and firm management, and outside business partners.

EDUCATION & EXPERIENCE

• Prior experience utilizing automated intake workflow system required.

• Prior new business intake or conflicts experience in a law firm environment required.

• Bachelor’s degree or higher preferred.