Conflicts & New Business Intake Specialist

Job Description

Foster Garvey PC is looking for a specialist to perform sophisticated searches in the firm’s database of clients and other parties, in support of the firm’s compliance with ethics rules governing lawyers. The specialist will collaborate with other members of the New Business Intake / Conflicts Department as well as the firm’s General Counsel. This position will be located in our Seattle, Washington office, with the ability to work a hybrid schedule requiring at least three days in the office after the first 90 days of employment.

Summary

Under limited supervision, the Conflicts/New Business Intake Specialist plays an important role in the firm’s new business intake process by performing sophisticated conflict check searches on new engagements as well as performing related tasks. The Conflicts Specialist’s accurate and efficient performance assists the attorneys in complying with the firm’s New Business Intake Policy as well as the Rules of Professional Conduct. This position currently reports to the firm’s General Counsel and supports other members of the Conflicts Department, the General Counsel, and, indirectly, the attorneys and legal practice assistants in all firm offices.

Responsibilities

The Conflicts/New Business Intake Specialist’s responsibilities include, but are not limited to, the following:

• Structure sophisticated searches in the firm’s conflicts database; apply judgment to filter out irrelevant hits; and produce accurate conflict reports for attorney review
• Conduct Internet and database research to supplement information provided in conflict check requests, including research on business entities, corporate structures, and past conflict requests
• Assist with request submissions and conflicts searches for lateral hires
• Assist with conflicts searches for Request for Proposal (RFP) responses
• Prepare new client research profiles
• Assign new client/matter numbers and review submitted information for consistency with firm standards and discrepancies as part of client/matter number provisioning
• Set up and maintain ethical walls
• Perform data entry and maintenance as needed in conflicts database, accounting system and the Conflicts Department intranet
• Assist as needed in troubleshooting issues in the intake workflow and advancing intake requests, which includes coordinating resolutions with the legal team and maintaining the inbox
• File emails, engagement documentation, waivers, and other documents in the firm’s conflicts database and records management database
• Learn policies, procedures, and technology used by the docketing team in order to provide backup support to docketing as needed
• Perform other responsibilities or special projects to support the firm’s intake of new business, the operations of the Conflicts Department, and the General Counsel
• Maintain punctual and reliable attendance
  
  

Job Requirements

Qualifications and Experience:

• Ability to learn Boolean search logic techniques and concepts necessary for sophisticated conflicts searches
• Ability to learn ethics and risk concepts as well as departmental policies and procedures and apply them to daily tasks
• Alert, inquisitive and curious about anomalies or discrepancies in information that may merit investigation or escalation
• Ability to appropriately apply or adapt knowledge learned in one context to similar situations
• Strong organizational skills with meticulous attention to detail
• Ability to multitask, prioritize, and work under pressure to meet deadlines in a fast-paced environment
• Comfortable working in a queue-based system
• Self-starter and able to work independently
• Professional demeanor with excellent interpersonal and customer service skills
• Ability to communicate effectively, both verbally and in written form, throughout the organization
• Computer literacy with proficiency in Microsoft Office suite
• Familiarity with research tools such as Lexis, Secretary of State and Department of Revenue databases
• Prior experience utilizing automated workflow systems like Intapp Open preferred
• Prior work experience in a law firm or law department preferred
  
  

Education

• Bachelor’s degree
  
  

If you are excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right person for this job.

Job Conditions

The Conflicts/New Business Intake Specialist works in an office environment under artificial lighting with exposure to moderate noise. Work hours are expected to conform to the core business hours of the firm. Employee must be flexible when scheduling daily breaks and lunch periods to accommodate the demands of the situation at hand or when critical deadlines must be met. Albeit rare, this position must generally be available to work additional hours as requested by the General Counsel, may include weekends and/or holidays when necessary.

Physical Requirements

Physical requirements for this position generally include, but are not limited to, the following:

• Frequent use of a computer (most of each day), telephone, and other standard office equipment
• Keyboarding (a high volume of data entry is normal)
• Prolonged periods of sitting
• Must be able to look at a computer screen for extended periods of time
• Intensive reading of small or fine print
  
  

The statements contained in this job description are not necessarily all-inclusive. Additional duties may be assigned, and requirements may vary from time to time.

Perks

• In-person and virtual training opportunities.
• Collaboration across all Foster Garvey offices.
• Workplace Wellness Program, and more!
  
  

Salary Range

The pay range for this position is $54,000-$70,000 annually; however, actual pay may vary depending on the candidate’s education, training, location of position, experience and other job-related factors permitted by law.

Other Compensation And Benefits

Foster Garvey offers a competitive compensation and benefits package** including, but not limited to, the following:

• Medical, dental, and vision insurance
• 401(k) retirement plan, match, and profit-sharing
• Commuter allowance
• Paid time off plus paid holidays throughout the calendar year
• Disability and life insurance
• Parental leave
• Community service leave
• Annual discretionary bonus, and more!
• The provision of benefits is contingent on an employee’s ability to meet the eligibility requirements for the various types of benefits as outlined in the benefit plan documents and Firm policies.
  
  

Pre-Employment Screening

Any job offer will be contingent upon successful completion of a pre-employment background screening.

We look forward to hearing from you!

Foster Garvey PC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital status, military or veteran status, disability, sexual orientation, gender expression or identity, genetic information, or any other basis prohibited by federal, state, or local law.