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Washington, D.C. - Staff - New Business Intake Analyst

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Office: Washington, D.C.
Department: New Business Intake (Firmwide)
Reports to: New Business Intake Manager
FLSA Status: Non-Exempt
Hours: Core Hours:  9:00 a.m. – 5:30 p.m., Monday – Friday, unless otherwise approved; additional hours as required

General Summary: 

Under the direct supervision of the New Business Intake Manager, and following prescribed department, office and firm procedures, the New Business Intake Analyst is responsible for supporting the firm’s new client and matter intake process.  The individual in this role is responsible for the timely and accurate processing of new client and matter intake forms and completing conflict checks for lateral hires. The New Business Intake Analyst is expected to perform all responsibilities with a commitment to providing superior service to the firm’s attorneys and staff, and maintaining an atmosphere of teamwork.  The New Business Intake Analyst must fulfill the needs of the firm in a manner which is consistent with the Firm’s Core Values.

Essential Duties and Responsibilities (Duties are performed throughout every work day, as necessary):

  • Process all new client and matter intake forms including identifying potential conflicts of interest and working with Ethics Attorneys to clear conflicts
  • Research prospective new clients and related parties using firm databases and web-based applications 
  • Perform due diligence on prospective new clients
  • Perform credit checks for prospective new clients
  • Conduct sanctions list screenings for prospective new clients and parties
  • Coordinate with Anti-Money Laundering (AML) team to ensure AML checks are completed for new clients or clients whose beneficial owners have changed
  • Complete conflict checks for lateral candidates
  • Process Additional Parties requests which involves performing conflict checks and working with Conflicts Attorneys to clear conflicts
  • Respond to calls, emails and workflow requests from firm attorneys, paralegals, and legal secretaries regarding the new business intake process
  • Assign client matter numbers to approved intake forms
  • Process and manage requests to change client matter information
  • Process and manage correspondence related to intake forms including Outside Counsel Guidelines, Engagement, Confirmation, and Termination letter requests. Retrieve appropriate approvals for non-standard language.
  • Maintain waivers, engagement letter, and Outside Counsel Guidelines in appropriate database
  • Perform other tasks as requested by Manager

Essential Knowledge, Skills and Competencies:

  •  Ability to read, write and speak English
  • 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
  • Aptitude and willingness to work with complex procedures
  • Strong research skills, including via internet, databases and other sources
  • Ability to read, comprehend, and follow instructions
  • Ability to manage multiple priorities and adjust to changing priorities in a professional manner
  • Ability to work independently and with a team
  • 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 peers
  • Ability to meet deadlines in a fast-paced environment
  • May be required to work outside of regular business hours
  • Commitment to the office and firm

Educational Qualifications/Job Experience Requirements:

  • Bachelor’s degree required
  • 1 year conflicts or new business intake experience in law firm setting required; 2 years preferred
  • Research and writing experience preferred

 

Akin Gump Strauss Hauer & Feld LLP participates in E-Verify for purposes of verifying employment eligibility