Conflicts and Intake Specialist

Saul Ewing LLP; City of Niagara Falls (NY); On-site; USD 70,000 - 78,000; Full time

Job summary

Saul Ewing LLP seeks a Conflicts and Intake Specialist to review new business intake forms and identify conflicts, ensuring accurate clearance. You will maintain the internal conflicts database, verify information, and communicate with firm personnel to support risk-based decisions.

Candidates should have a bachelor’s degree and 1–2 years in a conflicts role, plus IntApp experience; Aderant preferred. This is a full-time role with onsite office work and occasional overtime.

Qualifications

• Bachelor’s degree required.
• 1–2 years of experience in a conflicts department.
• IntApp experience required; Aderant experience preferred.
• Experience with client onboarding in a law firm setting.

Responsibilities

• Providing first level analysis of Conflict Check Reports relating to new business for attorneys to review further.
• Facilitating the client and matter on-boarding process with risk checks on new clients and new mandates involving conflicts and confidentiality.
• Undertaking research and analysis on an ad-hoc basis.
• Assisting with maintaining databases by performing changes, corrections, and updates on client and matter information.
• Reviewing engagement letters for accuracy in scope and rates review.
• Maintaining a strong customer service approach and team focus while working independently.
• Assist team with special projects relating to conflicts compliance and responsibility.
• Be available for occasional overtime during evenings, weekends, and certain holidays.

Skills

Rules of Professional Conduct

Corporate structures

Organizational skills

Communication skills

Proactive mindset

Education

Bachelor's degree

Tools

IntApp

Aderant

Job description

JOB TITLE: Conflicts and Intake Specialist
OFFICE LOCATION: Open
DEPARTMENT: Conflicts and
REPORTS TO: Senior Conflicts Manager
FLSA STATUS: Full-time/Nonexempt

POSITION SUMMARY:
The Conflicts and Intake Specialist will review new business intake forms and identify conflicts in order to ensure accuracy, including verifying information, conducting research, and communicating with all levels of personnel of the Firm in order to ensure accurate conflict clearance. Additionally, the Conflicts and Intake Specialist will maintain internal conflicts database and ensure proper and accurate documentation of legal and business conflicts.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Providing first level analysis of reports for Conflict Check Requests relating to new business for attorneys to review further, including Lateral Hires.
• Facilitating the client and matter on-boarding process, particularly by conducting risk checks on new clients and new mandates involving conflicts and confidentiality (legal and commercial), client due diligence, jurisdictional, and reputational risk analysis.
• Undertaking research and analysis on an ad-hoc basis.
• Assisting with maintaining databases by performing various changes, corrections, and updates on existing client and matter information.
• Reviewing engagement letters for accuracy in scope and Rates review.
• A strong customer service approach and team focus with the ability to work independently.
• Assist team with special projects relating to the firm's professional responsibility, compliance, and conflicts initiatives.
• Be available for occasional overtime during evening hours, weekends, and certain holidays as needed

KNOWLEDGE AND SKILLS REQUIRED:

• Good understanding of the Rules of Professional Conduct as they relate to conflicts.
• Good understanding of corporate structures, including companies, trusts and partnerships.
• Excellent organizational and planning skills with strong attention to detail and the ability to prioritize multiple tasks and projects to meet deadlines.
• Ability to liaise with all levels of personnel in a professional manner, both oral and written, to obtain information on new clients and matters.
• Proactive mentality that thinks ahead and anticipates what is next

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Bachelor’s degree
• Minimum of 1-2 years of experience working within a conflicts department
  • IntApp experience required
  • Aderant experience preferred.
• Experience with client on-boarding in a law firm setting

PHYSICAL REQUIREMENTS:

• Must be able to remain in a stationary position for long periods of time (working at a computer)
• Repetitive movement (i.e. heavy computer/keyboard use).
• Individual will interact regularly with others verbally, in-person, and via written communication.
• May require occasional light lifting (files, copy paper, etc.).

ADDITIONAL INFORMATION:

• Individual in this position will provide additional assistance and support as directed by their supervisor.
• This job description is subject to change at any time.

PAY TYPE: Hourly

COMPENSATION:
The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is between $70,000 - $78,000 annually.