Analyst, Client & Matter Data Assurance

Herbert Smith Freehills; New York (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Values-driven culture

Job summary

Herbert Smith Freehills is seeking a detail-oriented professional to support new client and matter setups in New York. You will ensure transactions meet external client and internal reporting requirements, while maintaining data quality and responding to internal enquiries.

The role requires a degree, strong research/analytical abilities, and proficiency with MS Word and Excel. A proactive, autonomous work style and interest in AI trends are valued. Permanent full-time position.

Qualifications

• Educated to degree level.
• Excellent research and analytical skills.
• Proficient knowledge of MS Word and Excel.
• Experience with AI and emerging technologies.

Responsibilities

• Work closely with the matter team to ensure new transactions are set up optimally to meet client and legal requirements and internal reporting/billing requirements.
• Assist with opening of new clients/matters and generation of matter numbers.
• Monitor setup of clients/matters to ensure compliance with regulations and billing/rates requirements; liaise with Finance, Risk, and Tax teams.
• Action changes to clients and matters as requested by matter teams.
• Assist with setup of eBilling clients.
• Use Practice Management data to respond to internal clients’ enquiries.
• Coordinate with New Business Intake teams for efficient processes for fee earners and PAs.
• Provide ad hoc project support for the NBI team globally.
• Manage client and matter records independently.
• Maintain high data quality and accuracy; investigate data issues.
• Liaise with Personal Assistants and business services teams.
• Identify opportunities to improve processes and support system enhancements.
• Comply with WHS obligations and supervise staff to promote a safe workplace.

Skills

Research

Analytical thinking

Commercial awareness

Prioritisation

Attention to detail

Autonomy

Communication (verbal/written)

MS Word & Excel

Pressure under deadlines

AI & emerging tech curiosity

Education

Bachelor’s degree or equivalent

Tools

None

Job description

The Opportunity

Primary responsibilities:

• Work closely with the matter team to ensure new transactions are set up optimally to meet both external client and legal requirements and internal reporting/billing requirements.
• Assistance with opening of new clients/matters and generation of matter numbers.
• Monitor the setup of clients/matters to ensure compliance with the regulations and billing/rates requirements, liaising where relevant with the Business Finance, Risk Management and Tax Teams.
• Actioning changes to clients and matters as requested by matter teams.
• Assistance with the setup of eBilling clients.
• Using the information held within the Practice Management system to assist internal clients (lawyers/secretaries) by responding to their enquiries.
• Liaising with the other New Business Intake teams to ensure a joined up and efficient process for the fee earners and PA's.
• Ad hoc project support for the NBI team globally.
• Manage client and matter records independently.
• Maintain high standards of data quality and accuracy.
• Investigate and resolve routine data issues.
• Liaise directly with Personal Assistants and business services teams.
• Identify opportunities to improve processes.
• Support projects and system enhancements.
• Comply with WHS obligations and responsibilities in accordance with the requirements for this role and, for leaders at any level, this includes adequately supervising and supporting team members to promote a safe and respectful workplace.

Qualifications, skills, and experience:

• Educated to degree level
• Excellent research and analytical skills.
• Good commercial awareness.
• Ability to prioritise workload.
• Excellent attention to detail and accuracy.
• Ability to work autonomously and prioritise multiple tasks simultaneously.
• Excellent verbal, written and face to face communication skills.
• Proficient knowledge of Microsoft Word and Excel.
• Ability to work well under pressure and to deadlines.
• Experience with and/or a curiosity about AI and emerging technologies.

Salary Range - USD 80,000-90,000 per annum

Success Factors:

Bringing my Best

• Works with high levels of autonomy and self-direction on more strategic and complex issues
• Leverages their experience to respond to stretch and challenge
• Embraces challenges beyond their comfort zone

Creating Great Results

• Creates high levels of stakeholder confidence in their advice and support
• Considers firm strategy/context in how they approach their work
• Goes beyond what is requested to identify ways to make a difference for stakeholders and the firm

Supporting and Developing others

• Deliberately fosters team engagement and a collaborative culture
• Seeks out diverse perspectives and encourages collaborative approaches to problem solving within and between teams
• Fosters team engagement and enables team to deliver with the right support, processes, and ways of working

Enhancing the firm

• Makes a positive difference to the achievement of firm goals and strategy
• Drives a culture of agility and continuous improvement within their team
• Regularly raises new thinking in response to firm, market, or legislative developments

Global Competencies

Personal Leadership

Builds Authentic Relationships

Collaborates with others

Enhances the Client Experience

Achieves Results

While specific competencies may vary depending on role level, we encourage everyone to aim to perform in line with their relevant framework.

Team

General Counsel and Risk

Working Pattern

Full time

Location

New York

Contract type

Permanent Contract

We are committed to attracting people from all backgrounds and creating a respectful and inclusive culture where everyone thrives. We see this as essential to our success, including our ability to innovate and achieve sustained high performance. This is a key part of our Values- Human, Bold, and Outstanding.

HerbertSmithFreehillsKramerisanequalopportunityemployer.Thefirmiscommittedtocreatingandmaintainingaworkplaceinwhichallemployeeshaveanopportunitytoparticipateandcontributetothesuccessofthebusinessandarevaluedfortheirskills,experience,anduniqueperspectives.Thefirmdoesnotdiscriminateonthebasisofrace,color,creed,religion,sex,nationalorigin,veteranstatus,mentalorphysicalhandicapordisability,age,citizenshipstatus,alienage,ancestry,maritalstatus,sexualorientation,genderidentity,orexpressionoranyothercriteriaprohibitedunderapplicablefederal,stateorlocallaw.