INTAKE & CONFLICTS SPECIALIST

BUCHALTER LLP•, CA

1d•$60,000 - $80,000•Onsite

About The Position

Review candidate conflicts questionnaires and related materials to ensure completeness and compliance with Firm policies and ethical obligations. Conduct new hire conflicts searches using Firm databases and established search protocols. Employ Boolean logic in accordance with Firm policy to perform conflicts searches. Research and analyze parties, corporate affiliations, and related entities using internal and external research resources. Leverage internal and external information sources to analyze and filter conflicts search results. Identify potential conflicts issues and escalate as appropriate. Communicate with candidates, recruiters, attorneys, and administrative personnel regarding new hire conflicts inquiries and follow-up requests. Maintain accurate records and documentation related to candidate conflicts analysis. Assist with training, process improvement initiatives, and other conflicts and onboarding-related projects, as assigned. Perform additional duties as assigned.

Requirements

Strong analytical and communication skills both oral and written.
Excellent organizational and planning skills with strong attention to detail and the ability to prioritize multiple tasks and projects to meet deadlines.
Strong research skills demonstrated by ability to use legal and financial research systems.
Ability to work independently with minimal supervision while collaborating effectively with team members.
Strong customer service orientation and ability to respond professionally to time-sensitive requests.
Ability to exercise sound judgment and handle confidential and sensitive information with discretion.
Familiarity with Intapp Open and minimum of 2-3 years’ experience processing conflict checks and intake requests via Intapp Open required.
Database research experience and/or experience with corporate research resources such as Hoovers/Dunn & Bradstreet and or Bureau van Dijk, Capital IQ required.

Nice To Haves

Experience using Intapp Walls as an admin user preferred.
Experience with conflicts database management and experience with 3E and iManage desired.

Responsibilities

Review candidate conflicts questionnaires and related materials to ensure completeness and compliance with Firm policies and ethical obligations.
Conduct new hire conflicts searches using Firm databases and established search protocols.
Employ Boolean logic in accordance with Firm policy to perform conflicts searches.
Research and analyze parties, corporate affiliations, and related entities using internal and external research resources.
Leverage internal and external information sources to analyze and filter conflicts search results.
Identify potential conflicts issues and escalate as appropriate.
Communicate with candidates, recruiters, attorneys, and administrative personnel regarding new hire conflicts inquiries and follow-up requests.
Maintain accurate records and documentation related to candidate conflicts analysis.
Assist with training, process improvement initiatives, and other conflicts and onboarding-related projects, as assigned.
Perform additional duties as assigned.