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Conflicts and Intake Analyst (Hybrid Remote)

Latitude
Pittsburgh, PA / Miami, FL / Washington, DC / Philadelphia, PA / Chicago, Il
Hybrid
Full Time

Salary: USD60,000.00 - USD70,000.00

8
Calm

Summary

Responsibilities

  • Conduct thorough conflict of interest searches using internal databases, third-party research tools, and public records.
  • Analyze new client intake requests and engagement agreements, ensuring completeness and accuracy.
  • Collaborate with attorneys to resolve identified conflicts and draft conflict waivers and engagement letters.

Requirements

  • Bachelor's degree in Business Administration, Legal Studies, or related field required; paralegal certification or law degree preferred.
  • Minimum of 1 year of experience in conflicts and intake analysis within a law firm or corporate legal department.
  • Proficiency in conflicts database software and Microsoft Office Suite.

Benefits

  • Salary range of $60,000 - $70,000 per year.
  • Opportunity for 3/4 days per week remote work.
  • Professional development in compliance and regulatory requirements.

Apply Now

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Full Details of Job Post

Salary: $60,000 - 70,000/year
This position allows for 3/4 days per week remote / work from home.
We are seeking a detail-oriented and proactive Conflicts and Intake Analyst to join our team. The Conflicts and Intake Analyst will be responsible for conducting comprehensive conflict of interest searches, analyzing new client intake requests, and facilitating the onboarding process for new clients in compliance with regulatory requirements and firm policies.

Responsibilities

    • Conflict of Interest Searches:
    • Conduct thorough conflict of interest searches using internal databases, third-party research tools, and public records to identify potential conflicts arising from new client engagements.
    • Analyze search results and assess the nature and severity of conflicts, collaborating with attorneys and firm leadership to evaluate potential risks and mitigation strategies.
    • New Client Intake Process:
    • Review new client intake requests and engagement agreements submitted by attorneys and practice groups, ensuring completeness and accuracy of information provided.
    • Verify client identities and perform due diligence checks to confirm the legitimacy of prospective clients and their representatives.
    • Collect and maintain client-related information in the firm's conflicts database and document management system, adhering to data privacy and confidentiality policies.
    • Conflicts Resolution and Mitigation:
    • Collaborate with attorneys, practice group leaders, and firm management to resolve conflicts of interest identified during the intake process, proposing alternative solutions or risk mitigation measures as needed.
    • Draft conflict waivers and engagement letters for review and approval by firm partners, outlining the scope of representation and acknowledging any identified conflicts or potential risks.
    • Compliance and Regulatory Requirements:
    • Ensure compliance with applicable laws, regulations, and professional standards governing conflicts of interest, client confidentiality, and ethical conduct within the legal profession.
    • Stay abreast of changes in regulatory requirements and industry best practices related to conflicts and intake procedures, recommending updates to firm policies and procedures as necessary.

Requirements

    • Bachelor's degree in Business Administration, Legal Studies, or related field required; paralegal certification or law degree preferred.
    • Minimum of 1 year of experience working in conflicts and intake analysis within a law firm or corporate legal department.
    • Strong analytical skills and attention to detail, with the ability to conduct thorough research and evaluate complex legal and business relationships.
    • Proficiency in conflicts database software (e.g., Intapp Open, LegalKey), Microsoft Office Suite, and online research tools.
    • Excellent communication, interpersonal, and problem-solving skills, with the ability to interact professionally with attorneys, clients, and firm personnel.
$60,000 - $70,000 a year

Apply Now

👉 Please mention that you found this job on CalmJobs, thanks!