Greenberg Traurig, LLP

Conflicts Manager, Matter Openings

Greenberg Traurig, LLP

full-time

Posted on:

Location Type: Hybrid

Location: Miami • Florida • Pennsylvania • United States

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About the role

  • Helps oversee the intake/ matter openings workflow ensuring high-quality, accurate and timely processing of opening of new matters
  • Assists the firm’s Pro Bono Shareholder with the intake and conflicts processes and procedures regarding the opening of pro bono matters
  • Works collaboratively with the team’s Lateral Hiring team to facilitate the opening of new lateral hire client matters
  • Audits the opening of lateral hire client matters and liaises with the records team regarding information needed to effectuate transfer of such records
  • Reviews Conflicts Database to ensure dormant client and matters are closed in accordance with Office of Firm Counsel guidelines
  • Assists GC Systems team with the closing of matters due to transfer or disengagement
  • Supervises Matter Openings Coordinators and Specialists to ensure efficiency and accuracy regarding overall intake process concerning opening of matters for laterals and pro bono department
  • Assists with training of intake team members regarding KYC (know your client), AML (anti-money laundering), CDD (client due diligence) research as well as trains and assists with questions from staff outside of the United States regarding related software
  • Oversees the training and integration of new hire Matter Openings team members to learn applicable intake firm software, e.g., Intapp, Aderant, related KYC/ AML/ CDD software, related accounting software and applications, etc.
  • Assists in training newly onboarded New Business team members to ensure proper understanding of intake workflow
  • Supports internal clients (i.e., LSSs and Attorneys) with questions related to the department and its process and procedures
  • Audits various department intake processes to ensure accuracy
  • Consults with Senior Intake Manager and Chief Client Intake Officer, as necessary, to receive guidance on issues encountered to include, but not limited to, KYC/ AML / CDD searching, potential errors related to opening matters, and other tasks associated with the Matter Openings process
  • Reviews and approves timecards and time off requests for Coordinators and Specialists
  • Maintains expertise in intake-related systems and recommend and assist in implementation of process enhancements to improve efficiency and accuracy
  • Prepares and disseminates daily department memorandums
  • Assists with other projects and tasks as assigned

Requirements

  • Bachelor’s degree required
  • Previous intake and / or conflicts experience or comparable experience as a paralegal, legal assistant or other comparable position consisting of analytical reasoning or researching skills, preferred
  • Previous experience supervising others
  • Technology: Prior conflicts and / or accounting database software experience (i.e. Intapp, Elite, Aderant, etc.)
  • Computer proficiency in Windows-based software and Microsoft Office Suite applications including Word, PowerPoint, Excel and Outlook
  • Exceptional computer skills with the ability to learn new software applications quickly
Benefits
  • competitive compensation
  • excellent benefits package
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
intake processesconflicts managementanalytical reasoningresearch skillssupervisionKYCAMLCDDprocess enhancementsdatabase management
Soft Skills
collaborationtrainingcommunicationaccuracyefficiencyproblem-solvingleadershiporganizational skillsattention to detailsupport
Certifications
Bachelor’s degree