What are the responsibilities and job description for the Conflict/Client Intake Analyst position at Wiggin and Dana LLP?
Summary
The Conflict Analyst performs duties associated with client intake and conflict-of-interest reporting including conducting research within the Firm’s database and external sources; analyzing information and summarizing search results. The Conflicts analyst will also assist the firm in undertaking due diligence on prospective firm clients. The information provided by the Conflict Analyst is critical to assisting the firm in making sound new business intake (NBI) decisions.
The Conflicts Analyst will also assist the Records Manager on special projects relating to the maintenance and management of client records.
Job Duties
The following are essential job duties and responsibilities of the Conflict Analyst.This list is not exhaustive, and other duties may be assigned as necessary.
- Define conflict search strategies. Perform searches of external and internal databases for pertinent information on prospective clients and related parties.
- Analyze results and filter hits to ensure results show potential conflicts, eliminating false hits.
- Summarize and document conflict information following Firm policies and procedures. Bring issues to the attention of the Conflicts and Records Manager and, where necessary, the General Counsel.
- Undertaking background research and due diligence regarding prospective firm clients, prepare reports summarizing results regarding same
- Assist lawyers and administrative support with questions concerning client intake, conflict checks and opening new matters.
- Is fully familiar with the Firm’s new business intake (NBI) process and the applications to manage the process.
- Provide ideas and recommendation regarding best practices, improvement to policies and procedures and strategy for conflict searches.
- Assists with special projects as requested.
- Provides back-up support to Records Team.
Requirements
Education: Bachelors’ Degree or commensurate experience.
Experience: 3-5 years’ relevant experience.
Knowledge/Skills and Abilities:
- Detail oriented, demonstrated ability to analyze and solve problems, make sound and educated decisions.
- Research skills, demonstrated ability to investigate issues and summarize findings
- Strong communication skills and ability to work well with all levels of Firm personnel, clients and vendors.
- Ability to work both independently and as part of a team.
- Ability to exercise discretion.
- Proficiency in understanding and utilization of conflicts of interest database.
- Experience with legal software; Intapp Open, Elegrity, Elite, Aderant.
- Knowledge of file and records retention procedures and protocol.
- Strong knowledge of Microsoft Office products; specifically, Outlook, WORD, Excel.
Essential Physical/Mental Demands
- Ability to sit for extended period of time.
- Ability to keyboard for extended period of time.
- Ability to deal with stress due to workload pressures.