INTAKE & CONFLICTS SPECIALIST

BUCHALTER LLP; California (MO); On-site; USD 60,000 - 80,000; Full time

Job summary

BUCHALTER LLP is seeking a Conflicts Analyst to review and conduct new hire conflicts checks. You will use Intapp Open to verify questionnaires and perform searches, applying Boolean logic to identify potential conflicts.

You will analyze corporate affiliations using research resources and maintain meticulous records while coordinating with candidates, recruiters, and attorneys. The role requires strong analytical and research skills, discretion with sensitive information, and the ability to

Qualifications

• Knowledge of conflicts checks and onboarding processes.
• Ability to analyze and verify candidate information efficiently.
• Experience with legal/financial research systems is preferred.
• Proven ability to handle confidential information discreetly.

Responsibilities

• Review candidate conflicts questionnaires for completeness and compliance.
• Conduct conflicts searches using firm databases and search protocols.
• Apply Boolean logic to conflicts searches per policy.
• Analyze parties and affiliations using research resources.
• Escalate potential conflicts issues as needed.
• Communicate with candidates, recruiters, attorneys, and staff about conflicts inquiries.
• Maintain records related to candidate conflicts analysis.
• Assist with training and process-improvement initiatives.

Skills

Analytical skills

Communication skills

Research skills

Independent worker

Discretion with sensitive information

Tools

Intapp Open

Intapp Walls

Hoovers/D&B

Bureau van Dijk

Capital IQ

3E

iManage

Job description

Job DetailsJob Location: Any Office - CASalary Range: $60,000.00 - $80,000.00 Salary/year

• Review candidate conflicts questionnaires and related materials to ensure completeness and compliance with Firm policies and ethical obligations.
• Conduct new hire conflicts searches using Firm databases and established search protocols.
• Employ Boolean logic in accordance with Firm policy to perform conflicts searches.
• Research and analyze parties, corporate affiliations, and related entities using internal and external research resources.
• Leverage internal and external information sources to analyze and filter conflicts search results.
• Identify potential conflicts issues and escalates as appropriate.
• Communicate with candidates, recruiters, attorneys, and administrative personnel regarding new hire conflicts inquiries and follow-up requests.
• Maintain accurate records and documentation related to candidate conflicts analysis.
• Assist with training, process improvement initiatives, and other conflicts and onboarding-related projects, as assigned.
• Perform additional duties as assigned.

QualificationsKnowledge, Skills & & Attributes

• Strong analytical and communication skills both oral and written. Excellent organizational and planning skills with strong attention to detail and the ability to prioritize multiple tasks and projects to meet deadlines.
• Strong research skills demonstrated by ability to use legal and financial research systems.
• Ability to work independently with minimal supervision while collaborating effectively with team members.
• Strong customer service orientation and ability to respond professionally to time-sensitive requests.
• Ability to exercise sound judgment and handle confidential and sensitive information with discretion.
• Flexibility to work additional hours as needed.

Education & Experience

• Familiarity with Intapp Open and minimum of 2-3 years’ experience processing conflict checks and intake requests via Intapp Open required.
• Experience using Intapp Walls as an admin user preferred.
• Database research experience and/or experience with corporate research resources such as Hoovers/Dunn & Bradstreet and or Bureau van Dijk, Capital IQ required.
• Experience with conflicts database management and experience with 3E and iManage desired.