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Carrot Peelers, Sales, Personality and Your Job Search
Law Firm
Attorney
Corporate
Litigation - Foreclosure (Lender-side)
Min 2 yrs required
Compliance & Business Intake Specialist The candidate will primarily be responsible for reviewing new business requests to ensure compliance with Firm policies and its professional responsibility obligations, ethical and legal duties, when applicable. Analyze and review new business requests with the ability to determine if additional information is needed. Communicate directly with the attorney or assistant to gather such information in a concise and professional manner. Review completed conflicts of interest checks to determine if such checks were sufficient to identify potential conflicts of interest based on the information provided. Assist with the review, approval and tracking process for engagement letters, outside counsel guidelines and other engagement documents. Assist with Firm initiatives and projects across multiple departments (Legal Recruiting, Marketing, Information Governance, Finance, Practice Management, Pro Bono, etc.). Assist with the development of workflow efficiencies for processing new business requests. Responsible for additional business intake projects as assigned by Compliance & Business Intake Analyst and Director of Risk Management.
Qualification and Experience
The candidate should have Bachelor Degree . Must have 2 years of conflicts of interest experience in a large law firm environment or a Juris Doctorate Degree. Experience with conflicts and/or intake software (LegalKEY, Compliguard Analyze, Intapp Open, etc.) preferred. General knowledge in the following areas based upon previous experience or education: general conflicts of interest principles; legal terminology; AML & KYC principles; how to research business structure information and an understanding of and an ability to identify parties involved in various areas of law. Candidates must be able to utilize this knowledge and apply it in providing efficient and effective services to the Firm in reviewing requests to open new clients, new matters and revisions to existing matters. Ability to interpret and analyze information. Demonstrated ability to compile, review, filter, synthesize, and determine logical conclusions or recommendations based on available data. Demonstrate ability to transfer knowledge and experience from one situation to handle another while maintaining department standards. Demonstrate a working knowledge of online corporate research tools and common business structures and legal terminology and types of representation. Proficiency with Microsoft programs, including Outlook, Word, and Excel, as well as, PDF Converter Enterprise and have the ability to learn new software as required. Must possess excellent verbal and written communication skills.
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