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Intake Specialist

Company: Aga Legal Staffing
Location: Los Angeles
Posted on: January 17, 2022

Job Description:

New Business Intake SpecialistSchedule: 10:00am 6:30pmPosition Type: Full-Time/Regular (possibility to working hybrid/remote)Compensation: Salary + bonus potential and Overtime will be expected
A leading international law firm with more than 900 lawyers in offices throughout the United States, Europe, Asia and the Middle East is currently seeking a New Business Intake Specialist who will report to the New Business Intake Managers. The New Business Intake department offers a unique perspective into the law firm and plays a critical role in its day-to-day operations. As a risk management function of the General Counsels Office, the New Business Intake team is responsible for vetting all prospective representations. The department assists the partnership in complying with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations. We are looking for an individual with research skills and an acute attention to detail who thrives in a fast paced, team-oriented environment. The New Business Intake Specialist will have an opportunity to interact with members of the firm around the globe and have exposure to all types of legal work. The position can reside in Los Angeles, Irvine, or the San Francisco office and will be responsible for supporting the firms client and matter intake process. The New Business Intake Specialist will process conflicts checks to assist with the opening of new client matters for the firm and handle other team responsibilities to help manage client matter information and ensure compliance from a risk perspective. The Specialist is expected to perform all responsibilities with a commitment to providing superior service to all firm attorneys and staff.
Key responsibilities of this position include:

  • Perform informal Snapshot conflicts checks and summarize results for requesting partner
  • Research prospective new clients and related parties using firm databases and web-based applications
  • Process Additional Parties requests including identifying potential conflicts of interest and working with firm Ethics Attorneys to clear conflicts
  • Conduct sanctions list screenings
  • Perform checks and special requests for information for bankruptcy matters
  • Process and manage requests to change client matter information
  • Assist with management of entities on internal hold lists
  • Process and manage correspondence including Outside Counsel Guidelines, Engagement, Confirmation, and Termination letter requests. Retrieve appropriate approvals for non-standard language and maintain in appropriate databases.
  • Facilitate matter disposition process for departing attorneys
  • Assist with the facilitation of the firms audit letter response process
  • Respond to calls, emails and workflow requests from firm attorneys, paralegals, and legal secretaries regarding the new business intake process
  • Perform other tasks as requested by the New Business Intake Managers and Director
    Qualifications (Experience, Knowledge, Skills and Abilities):
    • Bachelors degree required
    • One year of conflicts or new business intake experience in law firm setting preferred
    • Ability to work outside of regular business hours at times required
    • Experience with Intapp Open preferred
    • Research experience preferred
    • Analytical experience, including the ability to identify risk considerations and synthesize large amounts of client due diligence data
    • Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others
    • Proficiency in Microsoft Office applications, including Word, Excel, Outlook and PowerPoint
    • Ability to work independently and with a team
    • Ability to meet deadlines in a fast-paced environment
    • Aptitude and willingness to work with complex procedures
    • Ability to read, comprehend, and follow instructions
    • Ability to manage multiple priorities and adjust to changing priorities in a professional manner
    • Willingness and ability to assume new tasks and responsibilities
    • Strong service orientation and an ability to establish and maintain effective working relationships with attorneys, secretaries and peersby Jobble

Keywords: Aga Legal Staffing, Los Angeles , Intake Specialist, Other , Los Angeles, California

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