Conflict & Risk Analyst

New York, NY or Boston, MA

The Finance Department has an immediate opening for a Conflicts & Risk Analyst in either our Boston or New York office. We are looking for a detail oriented professional to help facilitate all aspects of the firm’s client / matter intake processes and procedures.  The position will report to the Director of Business Relations. 

Responsibilities

• Research, identify and assist in resolving conflicts of interest for new clients and matters, as well as for new hires, attorney surveys, marketing requests and additional parties on existing matters;
• Assist in due diligence reviews for financial and compliance purposes;
• Conduct thorough reviews of and track workflow of intake forms and engagement letters;
• Assist in opening and maintaining client/matter files;
• Development and delivery of staff training on intake process and procedures;
• Assist with the development, documentation, and implementation of formal guidelines detailing intake and conflict processes and procedures; and
• Other related tasks as so required. 

Qualifications

• Bachelor’s degree required.
• Minimum of 3 years of legal intake and conflicts experience required in a high volume automated environment or equivalent experience as a legal professional or JD.
• Ideally the candidate would have knowledge of US ethical rules of professional conduct as they relate to conflicts of interest.
• Computer skills including, but not limited to, legal accounting/billing systems, familiarity with web based research for conflict checking purposes, knowledge of databases and accurate typing skills. Familiarity with Elite Enterprise and/or Aderant Expert strongly preferred.
• Strong customer service and interpersonal skills
• Excellent written and oral communication skills.
• Attention to detail, ability to prioritize assignments and move quickly from one to another.
• Ability to work extended hours on a short-term and limited basis to accommodate short-term activity spikes and urgent requests.
• Team player.