Legal Conflicts/Client Intake Administrative Assistant

GBTS; Phoenix (AZ); On-site; USD 33,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid Time Off

Job summary

Opensity Solutions is seeking an Administrative Assistant for the Client Intake Department focused on conflicts data maintenance and intake pre-review. The role supports data accuracy, process efficiency, and timely completion of intake and conflicts workflows.

Responsibilities include data cleanup, coordinating follow-ups, and providing admin support to the team. A Bachelor’s degree is preferred, with proficiency in Word/Excel and familiarity with legal/financial systems advantageous.

Qualifications

• Bachelor’s degree preferred; law firm or professional services experience is a plus.
• Proficiency in MS Word and Excel; familiarity with legal/financial systems is beneficial.
• Strong written and verbal communication with attention to detail and data accuracy.
• Ability to work independently and in a team within a structured workflow.
• Discretion handling confidential information and following defined processes.

Responsibilities

• Maintain and clean up legacy and active conflicts data across systems.
• Track intake and conflicts-related items and coordinate with stakeholders.
• Provide administrative support to the Client Intake team as needed.

Skills

MS Word

MS Excel

Data accuracy

Written communication

Discretion

Education

Bachelor’s degree preferred

Tools

Intapp

3E

Job description

About Us:

Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services.

Our Mission:

Ourmissionis to provide modernized technology platforms,elevated technology support, andvaluable insights, empoweringour clientsto excel inwhat they do best.

Job Descriptio

The Legal Conflicts/Client Intake Administrative Assistant provides operational and administrative support to the Client Intake Department, with a focus on conflicts data maintenance, intake request pre-review for completeness and adherence to defined submission requirements only, and follow-up coordination. This role supports data accuracy, process efficiency, and the timely completion of intake and conflicts-related workflows. This role does not provide substantive advice, interpret conflicts results, or communicate conflict determinations.

Responsibilities

Conflicts Data Maintenance & Cleanup

• Perform ongoing cleanup and maintenance of legacy and active conflicts data
• Update, organize, and tag client engagement terms within Intapp Terms
• Support data integrity initiatives by identifying inconsistencies for correction in accordance with established guidelines and correcting records where permitted, escalating any items that require judgment
• Conduct periodic audits to ensure accuracy and completeness of conflicts data

Follow-Up & Coordination

• Track and follow up on outstanding items related to intake and conflicts processes, including Outside Counsel Guidelines, engagement letters, and responses to intake or conflicts-related inquiries
• Communicate with internal stakeholders to obtain missing or incomplete information related to intake and conflicts processes and related records
• Escalate aging or unresolved items as appropriate

Administrative & Operational Support

• Provide additional administrative support to the Client Intake team within defined intake workflows as needed and as assigned by Client Intake leadership

Requirements

• Bachelor’s degree preferred; prior experience in a law firm or professional services environment strongly preferred
• Proficiency in Microsoft Word and Excel; experience with legal or financial systems (e.g., Intapp, 3E) is beneficial
• Strong written and verbal communication skills, with the ability to follow up clearly and professionally on missing or outstanding information
• Excellent organizational skills with a high level of attention to detail and data accuracy
• Demonstrated ability to work both independently and as part of a team in a structured workflow environment
• Strong ability to follow defined processes while identifying gaps or inconsistencies in submitted information
• Discretion and professionalism in handling confidential and sensitive information
• Comfortable performing repetitive, process-driven tasks such as data cleanup, auditing, and intake pre-review
• Willingness to support operational needs, including occasional overtime based on workflow demands

The Compensation range for this role is 24.00 to 27.00 USD per hour. Actual compensation within that range will be dependent upon the individual's location, skills, experience and qualifications.

All eligible employees receive access to a comprehensive benefits package, including:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid Time Off (PTO)

Opensity is committed to fostering an inclusive, equitable, and accessible workplace. We believe diverse perspectives strengthen our teams and the work we do for our clients.

Opensity provides equal employment opportunities to all applicants and employees and does not discriminate on the basis of race, colour, religion or creed, sex, sexual orientation, gender identity or expression, age, national or ethnic origin, ancestry, citizenship, disability, family status, marital status, source of income, record of offences, or any other characteristic protected under applicable federal or provincial human rights legislation.

We are committed to fair and barrier free recruitment, selection, and employment practices, and to providing reasonable accommodation throughout the hiring process and employment lifecycle, in accordance with applicable human rights legislation.

Candidates who require accommodation during any stage of the recruitment process are encouraged to advise our Talent team so appropriate support can be provided.