Conflicts and New Business Intake Analyst
Foley Hoag LLP
full-time
Posted on:
Location: Arizona, California, Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $76,000 - $95,000 per year
Job Level
Mid-LevelSenior
About the role
- Support the firm’s risk management by performing duties associated with conflict of interest reporting and analysis
- Process conflicts searches using firm and third-party research databases and research company information using external sources
- Select and analyze conflicts results, highlight critical issues, and communicate findings to the Manager of Conflicts and Intake and to firm lawyers as requested
- Conduct detailed, extensive research using multiple research resources
- Analyze the corporate business structure and background of prospective clients and adverse parties
- Perform data entry, search, and analysis of conflicts information in the firm’s conflicts database and new matter intake systems in accordance with department policies and procedures
- Generate conflicts reports using the firm’s conflicts database and review, analyze, and interpret those reports pursuant to the rules of professional conduct
- Communicate relevant substantive information and appropriate next steps to lawyers, escalating complex issues to the Director or Manager as appropriate
- Assist with drafting and revising conflicts waiver language subject to appropriate supervision
- Request and record all necessary conflicts resolution documentation, including conflicts waivers or engagement letters
- Review intake requests for completeness and accuracy
- Generate new client matter numbers and assist in maintenance of client and matter data in the firm’s conflicts database
- Provide training and guidance to internal customers regarding conflicts and intake policies and procedures
- Contribute to process, procedure, and technology improvements to provide optimum customer service and efficiency
- Perform research and other special projects as assigned
- Report to the Manager of Conflicts and Intake
Requirements
- Experience in a law firm conflicts department strongly preferred or other experience in a compliance, regulatory, financial or legal environment
- A general understanding of legal conflicts, related ethical rules, and current developments in professional services risk management
- Database research experience preferred (such as CapitalIQ, Intapp, and Lexis)
- Exceptional critical thinking and analytical skills
- Acute attention to detail, organizational and research capabilities
- Excellent decision-making skills and ability to think on one’s feet
- Ability to work under tight deadlines and be flexible to respond quickly and positively to shifting demands and opportunities
- Excellent interpersonal skills and ability to work in a team-oriented and collaborative environment
- Exceptional communication and customer service skills
- Ability to take ownership of multiple tasks and projects and work independently to resolve issues
- Receptive to constructive feedback and ability to accept direction
- Ability to exercise discretion and maintain strict confidentiality of the firm’s confidential information
- Proficiency with Microsoft Office Suite, as well as web-based systems preferred