Conflicts amp Intake Analyst

Profile

The Conflicts & Intake Analyst is responsible for the review of incoming new business intake requests for potential conflicts of interest in accordance with firm policy and the applicable rules of professional conduct. The Analyst works closely with attorneys and other members of the Conflicts & Intake team to identify possible ethical and business-related conflicts of interest and is responsible for the opening of new clients and matters in the Firm’s current accounting software, Elite Enterprise (and in the future, Elite 3E). The ideal individual will have an acute attention to detail, work well in a fast-paced environment, and understand the importance of exceptional customer service. Previous conflicts experience and knowledge of Elite Enterprise and Elite 3E is highly preferred, along with at least 3-5 years previous law firm experience.

Essential Functions:

Prepare accurate and timely conflicts search results generated from Elite Enterprise (and in the future Elite 3E), including analysis and evaluation of the results and preparation of a well-organized written summary.

Work with attorneys and assistants to obtain clear information necessary to perform the necessary conflict searches and identify potential conflict or business-related issues.

Collaborate closely with the Conflicts & Intake team to review responses from attorneys that require additional review, suggest resolutions to potential conflict issues, and provide attorneys with clear and concise summaries of required steps to address potential issues.

Follow up with attorneys, assistants, and other team members when necessary to ensure the timely resolution of potential conflicts issues and identify potential new issues for review.

Create new client and new matter records in Elite Enterprise (and in the future Elite 3E).

Research prospective clients and other entity names in internal and external databases to identify potential issues and to ensure data integrity for accurate conflicts analysis.

Assist with various other projects and initiatives, as needed, including as related to lateral hires and ethical walls.

Maintain confidentiality in accordance with firm’s policies and procedures.

All other duties as assigned.

To apply, please send resumes to jflynn@coxcastle.com

Company info

Cox, Castle & Nicholson LLP
Phone : 310.284.2200
Fax : 310.284.2100
Website : http://www.coxcastle.com