New Business Intake (Conflicts) Specialist
SourcePro SearchDallas, Texas
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Career Development
Job Description
SourcePro Search has a fantastic opportunity for a Conflicts Specialist with 2+ years of experience with our large global law firm client. This role offers a competitive compensation package, a great work environment and excellent growth potential within a leading global law firm. The New Business Intake Specialist is responsible for the daily processing of new matter information; maintenance of existing information as requested by the attorneys and staff and assisting with the upkeep of the firm wide ethical wall program. This position must have excellent data entry skills and posses the ability to work in a fast-paced, demanding environment. Duties & Responsibilities:
- Review of matter packets for accuracy and completeness based on departmental guidelines before submitting to the Client Duty Officer for approval
- Review of AML documentation for accuracy and compliance for New Client Matter Packets received; communicating missing information to the requestor.
- Notifying the AML Coordinator, in full detail, of questionable documentation or requests.
- Corresponding with the designated Compliance Officer when necessary. Tracking the approval process of the client intake package and any applicable engagement letters, consent letters, waiver letters and any other documentation required by Firm and departmental practices and procedures.
- Entering new client/matter information into Elite, the Firm’s financial database being careful to meet all client and billing attorney requests and requirements including the accurate completion of all client/matter fields.
- Notifying attorneys, secretaries and applicable records department of new number assignment.
- Daily maintenance and upkeep of the Firm’s client and matter information in Elite.
- Making various changes to client and matter records as requested by Firm personnel, obtaining approvals when appropriate.
- Assist with the upkeep of the ethical wall system, including corresponding with attorneys and staff inquiries on logic behind an ethical screen; including researching the need for the ethical wall; the review of prohibited users and updating the system, if applicable, based on the attorney feedback.
- Preparation of timekeeper reports for the audit staff, paying close attention to date deadlines.
- Carefully adhering to the departmental and Firm standards as they relate to obtaining executed engagement letters.
- Assisting all Firm personnel with Client Intake requests, questions, and projects.
- Additional responsibilities and projects as assigned by the Senior Client Intake and Conflicts Manager or the Lead Conflict Analyst/AML Coordinator.
- Bachelor’s Degree required; prior law firm experience preferred but not required.
- Strong analytical skills, as well as ability to organize and produce detailed and accurate work.
- Ability to multi-task, excellent written, oral and communication skills.
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FAQs About New Business Intake (Conflicts) Specialist Jobs at SourcePro Search
What is the work location for this position at SourcePro Search?
This job at SourcePro Search is located in Dallas, Texas, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at SourcePro Search?
Employer has not shared pay details for this role.
What employment applies to this position at SourcePro Search?
SourcePro Search lists this role as a Full-time position.
What experience level is required for this role at SourcePro Search?
SourcePro Search is looking for a candidate with "Senior-level" experience level.
What benefits are offered by SourcePro Search for this role?
SourcePro Search offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at SourcePro Search?
You can apply for this role at SourcePro Search either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.