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Lathrop GPM LLP is seeking an Intake Analyst to support the firm’s client and matter intake processes across multiple locations, including San Jose, CA. Under the supervision of the Intake Manager, you will review new business forms, perform conflicts checks, and analyze risk to help the partnership maintain compliance and efficiency.
Responsibilities include conducting sanctions list screenings, researching prospective clients, and processing intake correspondence.
Lathrop GPM LLP is seeking an Intake Analyst to support the firm’s client and matter intake processes across multiple locations, including San Jose, CA. Under the supervision of the Intake Manager, you will review new business forms, perform conflicts checks, and analyze risk to help the partnership maintain compliance and efficiency.
Responsibilities include conducting sanctions list screenings, researching prospective clients, and processing intake correspondence.