Analyst, Client & Matter Data Assurance

Herbert Smith Freehills•New York, NY

5d•$80,000 - $90,000

About The Position

The Analyst, Client & Matter Data Assurance works with matter teams to ensure new transactions are set up to meet external client and legal requirements, as well as internal reporting and billing requirements. The role supports client and matter openings, matter-number generation, eBilling setup, and changes to client and matter records. It monitors setup for regulatory and billing/rate compliance and liaises with Business Finance, Risk Management, Tax, New Business Intake teams, Personal Assistants, and business services teams. The Analyst manages client and matter records independently, maintains data quality and accuracy, responds to internal enquiries using Practice Management system information, and investigates and resolves routine data issues. The role also contributes to global New Business Intake projects, supports system enhancements, and identifies opportunities to improve processes. It includes complying with applicable workplace health and safety obligations and, where relevant to the role, supporting a safe and respectful workplace. The position is part of the General Counsel and Risk team, is based in New York, and is full-time under a permanent contract. The firm describes its culture as respectful and inclusive and states that it is an equal opportunity employer.

Requirements

Educated to degree level.
Excellent research and analytical skills.
Good commercial awareness.
Ability to prioritise workload and manage multiple tasks simultaneously.
Excellent attention to detail and accuracy.
Ability to work autonomously.
Excellent verbal, written, and face-to-face communication skills.
Proficient knowledge of Microsoft Word and Excel.
Ability to work well under pressure and to deadlines.
Experience with and/or curiosity about AI and emerging technologies.

Responsibilities

Work with matter teams to ensure new transactions are set up to meet external client, legal, internal reporting, and billing requirements.
Assist with opening new clients and matters and generating matter numbers.
Monitor client and matter setup for compliance with regulations and billing and rate requirements, liaising with Business Finance, Risk Management, and Tax as relevant.
Action changes to client and matter records as requested by matter teams.
Assist with eBilling client setup.
Use information in the Practice Management system to respond to enquiries from lawyers and secretaries.
Liaise with other New Business Intake teams to support an efficient, coordinated process for fee earners and Personal Assistants.
Provide ad hoc project support for the global New Business Intake team.
Manage client and matter records independently.
Maintain high standards of data quality and accuracy.
Investigate and resolve routine data issues.
Liaise directly with Personal Assistants and business services teams.
Identify opportunities to improve processes.
Support projects and system enhancements.
Comply with workplace health and safety obligations and responsibilities applicable to the role; where relevant, supervise and support team members to promote a safe and respectful workplace.
Contribute to stakeholder confidence, collaboration, continuous improvement, and the achievement of firm goals and strategy.