Demonstrates expertise in conflict-of-interest research and data verification, utilizing legal and financial research systems. Proficient in Microsoft Office Suite and specialized software such as Elite and Intapp Open, with strong analytical and communication skills.

Highest-signal resume keywords

Conflict-Of-Interest ResearchMicrosoft Office Suite ProficiencyLegal And Financial Research SystemsElite 3E And Intapp Open ExperienceStrong Analytical Skills

About the role

Key responsibilities & impact

Perform conflict-of-interest searches for clients, matters, new hires, and upon request
Prepare clear and concise reports, using judgment to filter relevant data
Conduct factual research to identify potential conflicts and verify the accuracy and quality of relevant data
Use internal and external resources, including firm databases, outside vendor resources, and internet sites
Review submitted data for new client and client/matter acceptance
Research information accuracy, quality, and potential client relationships
Develop and maintain expertise in Elite, Intapp Open, and other software needed for job functions
Provide telephone and email assistance regarding conflict-of-interest checks, client/matter status, and end-user system support
Respond to inquiries from staff members and end users
Perform other duties as requested and assigned

Requirements

What you’ll need

High School diploma or general education degree (GED)
1-2 years of post-secondary education
2-4 years of legal assistant or conflicts experience are desirable
Demonstrated proficiency in Microsoft Office Suite including Teams, Word, Outlook, Excel, and PowerPoint
Proven aptitude to learn new software applications
Strong Internet research skills
Demonstrated ability to use legal and financial research systems
Prior experience utilizing BVD/Orbis, Intapp Open, Elite 3E, and other AI or conflicts software is preferred
Ability to communicate with end users and department staff members
Ability to present information effectively in one-on-one and small group situations
Ability to write simple correspondence and routine messages
Ability to read and comprehend simple instructions, correspondence, and memos
Ability to perform basic arithmetic with whole numbers, common fractions, and decimals
Ability to apply common-sense understanding and solve problems involving concrete variables
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret extensive instructions and handle abstract and concrete variables
Independent thinking and decision-making
Strategic thinking, tactical development, and pragmatic execution
Ability to multitask and remain detail-oriented with strong organizational skills
Strong analytical and oral and written communication skills
Excellent organizational and planning skills, with ability to prioritize tasks and projects to meet deadlines
Ability to work with little supervision and collaborate with team members
Ability to exercise discretion with confidential and sensitive information
Strong client service approach and team orientation
Ability to operate standard office equipment and a computer
Ability to occasionally lift and/or move up to 25 pounds
Ability to submit a resume and cover letter

Benefits

Comp & perks

Competitive salaries and a performance bonus program
Group health, dental, and vision insurance
Multiple plan options and various benefit levels
Same-sex domestic partner coverage
Pre-tax premiums
Coverage beginning on the date of hire
Group term life and accidental death and dismemberment insurance
Voluntary supplemental group universal life insurance
Voluntary accident insurance for employees and their families
Long-term care insurance
Short-term disability benefits
Long-term disability benefits
Pre-tax benefit programs, including dependent care, health care reimbursement, and transit or qualified parking benefits in most cities
Retirement program, including a voluntary 401(k) plan
Remote work arrangement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Conflict-Of-Interest SearchesData VerificationFactual ResearchMicrosoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft PowerPointInternet Research SkillsBasic ArithmeticProblem Solving

Soft Skills

Effective CommunicationOrganizational SkillsDetail-OrientedIndependent ThinkingClient Service Orientation

Tools & Technologies

Elite 3EIntapp OpenBVD/OrbisAI SoftwareFirm Databases

Certifications & Qualifications

High School DiplomaGeneral Education Degree (GED)

Industry Keywords

Legal Assistant ExperienceConflicts ExperienceConfidential Information HandlingClient/Matter AcceptanceEnd-User System Support