Conflicts & Records Specialist

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.
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