Conflicts and In-Take Coordinator-100% Remote

New York, NY 

100% Remote

Summary

Work directly with Conflicts and In-take Analyst to support various operational and analytical functions related to conflicts checks, client intake processes, and compliance protocols.

Responsibilities

Conflicts Analysis: Conduct thorough conflicts of interest checks by reviewing client data, organizational structures, and related party relationships to identify potential conflicts.

Intake Process: Assist in the client intake process by collecting and verifying client information, conducting due diligence checks, and ensuring compliance with regulatory requirements.

Data Management: Maintain accurate and up-to-date client databases, including contact information, matter details, and conflict resolution actions.

Research: Conduct research on industry trends, regulatory updates, and best practices related to conflicts of interest and client intake procedures.

Reporting: Prepare regular reports and dashboards summarizing conflicts analysis results, intake statistics, and compliance metrics for management review.

Collaboration: Collaborate with other stakeholders to resolve conflicts issues and streamline intake processes.

Qualifications

Education: BA in Accounting, Finance or a related field.

Experience: Entry-level position; prior experience in legal research, data analysis, risk or compliance is a plus.

Analytical Skills: Strong analytical and critical thinking skills with the ability to identify patterns, trends, and discrepancies in data.

Attention to Detail: Meticulous attention to detail and a commitment to maintaining data accuracy and integrity.

Communication: Excellent written and verbal communication skills with the ability to interact professionally with internal and external stakeholders.

Team Player: Collaborative mindset with the ability to work effectively in a team environment and contribute to cross-functional projects.

Technology Proficiency: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and experience with database management systems is preferred.

*This Position Description is intended to reflect in general duties and responsibilities and is not to be interpreted as all-encompassing.  Nothing in this job description restricts the Firm’s right to assign or reassign duties and responsibilities to this job at any time.

**$70,000.00-$80,000.00, plus overtime and bonus.

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