Conflicts & Intake Analyst (Finance)
Job Description:
ABOUT THE FIRM
Secretariat professionals are trusted in the highest-stakes legal, risk, and regulatory matters around the world.
When you join Secretariat, you become part of a rapidly growing elite team of bright minds and passionate problem-solvers. Your skills and expertise will be utilized on day one - working with the world's most renowned law firms, leading corporations, and influential institutions to answer complex questions that shape critical financial, economic, and strategic business decisions.
Our globally integrated teams are united by the ambition, energy, and commitment they bring to every challenge. We inspire and empower an open, collaborative culture that embraces ongoing professional development, recognition, diversity, and - most importantly - you.
Make your impact at Secretariat.
We are seeking a Conflicts and Intake Analyst to join our growing global headquarters organization in Atlanta, GA.
T he Conflicts Team supports the Legal Operations team and assists consultants in complying with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations. These objectives are accomplished through running conflicts checks and reviewing New Client and New Matter information submitted via the company's business intake system. The Conflicts and Intake Analyst will be responsible for processing new matter information, performing conflict checks, and resolving conflicts of interest issues under the direction of the Legal Operations team.
Key Responsibilities Include:
- Process incoming potential new matter request forms
- Conduct comprehensive conflict checks for new and existing clients, analyzing potential conflicts of interest based on client information and case details
- Communicate with managing directors and staff regarding any missing information from the Conflict Check Request Form
- Verify that all conflicts searching is complete, consistent, and accurate and that all firm conflicts procedures have been followed
- Review conflict search results and assess the nature and severity of conflicts, escalating potential conflicts to senior management as needed
- Communicate conflict check results to management team
- Assist with review of corporate tree relationships for companies associated with conflict checks; modify company records to reflect the current parent/subsidiary relationship
- Track compliance documentation, including engagement letters, conflict waivers, outside counsel guidelines, billing guidelines, and nondisclosure agreements.
- Maintain confidentiality of sensitive client information and adhere to ethical and regulatory guidelines
- Audit closed searches and opportunities to ensure consistency
- Support Legal and Operations team in corporate documentation and department project requests as assigned
Requirements:
- High school diploma (Bachelor's degree preferred)
- 1-2 years of experience in conflicts or new business intake department within a law firm or 2 years of legal assistant or similar experience required
- Previous experience with conflicts, compliance, analytical research and/or experience with corporate research resources in an academic, legal, or business environment preferred
- This position must have excellent data entry skills and possess the ability to work in a fast-paced, demanding environment
- Experience writing and communicating in a business environment to present information in a concise and meaningful manner
- Excellent analytical skills and attention to detail
- Proficiency in legal research and database management
- Proficiency with InTapp (or similar) conflicts and intake products preferred
- Proficiency in Microsoft Excel required
- Excellent verbal and written business communication skills, with demonstrated ability to exercise good judgment and make sound decisions while maintaining a customer service-oriented manner
- Ability to apply critical thinking in evaluating different conflicts scenarios or outcomes, and be adaptable to changes in the procedures or direction
- Attention to detail and a proven ability to prioritize and multitask, with the ability to work under pressure and meet deadlines in a fast-paced environment while maintaining high-level work product
- Ability to identify data integrity issues and resolve them appropriately
- Ability to work independently and collaborate with cross-functional teams
- Ability to work in the US without the need for sponsorship now or in the future
Secretariat is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
