Job Information
Saul Ewing LLP Conflicts and Intake Specialist in PHILADELPHIA, Pennsylvania
The Conflicts and Intake Specialist will review new business intake forms and identify conflicts to ensure accuracy, including verifying information, conducting research, and communicating with all levels of personnel of the Firm 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 JOB 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.
Be available for occasional overtime during evening hours, weekends, and certain holidays as needed.
QUALIFICATIONS AND REQUIREMENTS
- Bachelor's Degree
- Minimum of 2 years of experience within conflicts, IntApp and Aderant experience preferred.
- Experience of client on-boarding, ideally gained in a law firm setting.
- 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.
- Takes time to break down issues into component parts and asks appropriate questions to ensure understanding before embarking on a task.
An approach that demonstrates an "ownership" mentality, flexibility, creativity, initiative, tenacity, and a positive attitude.
Physical Demands of Position
Work is performed in a professional office environment and requires the following during the workday:
- Must be able to remain in a stationary position for long periods of time (working at a computer)
- Repetitive movement (i.e., heavy computer/keyboard use).
- Individual will interact regularly with others verbally, in-person, and via written communication.
May require occasional light lifting (files, copy paper, etc.).
In addition to the essential functions outlined above:
- 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 is an Equal Opportunity Employer. We value diversity, seek qualified applicants and make personnel decisions without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital or veteran status, citizenship, gender identity or expression, or any other legally protected status.
