Position Overview The Conflicts & Records Specialist is responsible for providing firm-wide support services related to the conflicts, business intake and records management processes.

Key Accountabilities

Perform conflict searches designed to provide information necessary to identify potential legal and business conflicts for new business intake and incoming legal professionals.

Liaise with Risk Management to coordinate the resolution of issues related to conflicts and new business intake as well as other risk-related issues.

Support legal professionals and assistants with new business intake.

Review matter opening to ensure compliance with firm policies and Know Your Client (KYC) requirements. Follow up with legal professionals and assistants as required. Process matter closings.

Update and maintain information relating to clients and matters to ensure accuracy.

Generate various ad-hoc reports including client/matter repo...