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Burnett Specialists Staffing | Recruiting · 6 days ago

Client Intake & Conflicts Specialist

Dallas, TX

Full-time

Onsite

Mid Level

$75K/yr - $80K/yr

3+ years exp

Burnett Specialists Staffing | Recruiting is seeking a Client Intake & Conflicts Specialist to manage conflict searches and maintain accurate client information. The role involves communication with attorneys and clients, ensuring confidentiality, and assisting with various operational tasks within the Conflicts department.

EmploymentRecruitingStaffing Agency

Growth Opportunities

Hiring Manager

Regan Jackson

Responsibilities

Performs conflict of interest searches for New Business Intake requests and potential lateral hire candidates

Analyzes search results and provides feedback to attorneys

Communicates in a professional manner with all clients and provides courteous and accurate client and interoffice support

Assists in all aspects of the Conflicts department operations, inclusive of administrative tasks to maintain the integrity of the Firm's Conflicts database

Accurately sets up and maintains current contact and billing information for clients and matters

Creates and maintains matter numbers for Personal, Business Development and Shareholder Business Expense Accounts and Administrative Workspaces

Communicates with Records Department regarding matter closures, transfers and destruction

Routinely closes matters according to e-billing alert notifications and Inactive status alerts

Responds to all inquiries made by secretaries and attorneys relating to intake and conflicts

Ensures strict confidentiality at all times

Assists with special projects as needed

Qualification

Elite 3EIntapp OpenMS OfficeConflict of interest analysisMulti-taskingProactive thinkingTeam collaborationAttention to detail

Required

Performs conflict of interest searches for New Business Intake requests and potential lateral hire candidates

Analyzes search results and provides feedback to attorneys

Communicates in a professional manner with all clients and provides courteous and accurate client and interoffice support

Assists in all aspects of the Conflicts department operations, inclusive of administrative tasks to maintain the integrity of the Firm's Conflicts database

Accurately sets up and maintains current contact and billing information for clients and matters

Creates and maintains matter numbers for Personal, Business Development and Shareholder Business Expense Accounts and Administrative Workspaces

Communicates with Records Department regarding matter closures, transfers and destruction

Routinely closes matters according to e-billing alert notifications and Inactive status alerts

Responds to all inquiries made by secretaries and attorneys relating to intake and conflicts

Ensures strict confidentiality at all times

Assists with special projects as needed

Possesses a cooperative spirit; participates and collaborates in a team-based environment

Ability to effectively interact and communicate with attorneys, secretaries and clients

Demonstrates proficiency with MS Office (Outlook, Excel and Word)

Experience with Elite 3E, Intapp Open (or equivalent conflict database / accounting software) required

Ability to multi-task, prioritize, organize work flow and use time efficiently

Ability to show strong attention to detail

Ability to perform at high levels in a fast paced ever-changing work environment and successfully adapt to changing priorities and work demands

Ability to think proactively, anticipate work needs, follow through with minimum direction, and follow up on own initiative

Bachelor's degree or equivalent combination of education and experience preferred

3 - 5 years 'hands-on' processing of new business and/or conflicts of interest required

Preferred

Bachelor's degree or equivalent combination of education and experience preferred

Company

Burnett Specialists Staffing | Recruiting

Glassdoor4.7

We are Texas’ largest employee-owned staffing & placement agency set apart by our award-winning and innovative services, outstanding staff tenure, multiple skill specializations, and diversity vendor status.

Founded in 1974

Houston, Texas, USA

51-200 employees