Intake & Conflicts Specialist

atBuchalterRemoteUS flagCaliforniaFull-timeUncategorizedJuniorMid-level$60k – $80k/year

Posted Sep 1

This is a fully remote position, open to applicants in California.

📋 Description

• Evaluate candidate conflict questionnaires and associated materials for thoroughness and adherence to Firm policies and ethical standards

• Execute conflict searches for new hires utilizing Firm databases and established search methodologies

• Apply Boolean logic in accordance with Firm guidelines to conduct conflict searches

• Investigate and assess parties, corporate affiliations, and related entities using both internal and external research tools

• Utilize internal and external data sources to analyze and refine conflicts search outcomes

• Recognize potential conflict-related issues and escalate them as necessary

• Correspond with candidates, recruiters, attorneys, and administrative staff concerning new hire conflict inquiries and follow-up needs

• Keep precise records and documentation pertaining to candidate conflict evaluations

• Support training, process enhancement initiatives, and other projects related to conflicts and onboarding

• Undertake additional responsibilities as assigned


⛳️ Requirements

• Exceptional analytical and communication abilities, both verbal and written

• Outstanding organizational and planning capabilities with a keen eye for detail and the capacity to prioritize multiple tasks and projects to meet deadlines

• Strong research proficiency evidenced by the ability to utilize legal and financial research systems

• Capacity to work autonomously with minimal oversight while effectively collaborating with team members

• Strong customer service focus and the ability to respond professionally to time-sensitive requests

• Ability to exercise prudent judgment and manage confidential and sensitive information with care

• Willingness to work additional hours as required

• Knowledge of Intapp Open

• A minimum of 2-3 years of experience in processing conflict checks and intake requests via Intapp Open is essential

• Preferably, experience using Intapp Walls as an administrative user

• Required experience in database research and/or familiarity with corporate research resources such as Hoovers/Dunn & Bradstreet, Bureau van Dijk, or Capital IQ

• Desired experience with conflicts database management and familiarity with 3E and iManage


🏝️ Benefits

• Comprehensive health insurance plans

• Retirement savings options with employer matching

• Generous paid time off and holiday schedule

• Professional development and training opportunities

• Collaborative and inclusive work environment

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