Business Intake Analyst @ Eastridge - San Diego, CA

Job Overview

2 months ago

Business Intake Analyst

Eastridge - San Diego, CA

Eastridge Workforce Solutions is seeking an energetic and motivated individual for the role of Business Intake Analyst at a global law firm. This is an exciting opportunity to assist a dynamic department with researching and processing requests involving the establishment of new clients and new matters. The primary responsibility is to business intake system requests. The Business Intake Analyst will review new business intake forms to ensure compliance with Firm policies and business standards. The Analyst will also work closely with members of the Business Intake & Conflicts Department around the globe to ensure that all requests are created, managed and completed in a timely manner.


This position offers the opportunity to assist with establishing and performing maintenance on client and matter data, as well as coordinating notifications and acknowledgments. Attention to detail is a critical competency, as the Analyst role is vital in identifying potential risk and communicating effectively to ensure that all requests are completed expeditiously while adhering to the Firm's business requirements. The Business Intake Analyst will need to be flexible, reliable and ambitious to meet the business requirements of the Firm while maintaining a positive, helpful demeanor to the customer. Familiarity with online database research, document management systems and other business applications (i.e., Microsoft Office) required.


Essential Job Functions

  • Reconcile parties and close out searches in a timely manner with attention to detail.
  • Review, evaluate and act on all requests submitted to the Department. This includes the creation of new requests on behalf of attorneys and support staff.
  • Assist with reviewing new client and new matter forms and amending database records for clarity and completeness (e.g., identifying additional parties when needed).
  • Work with specialists, coordinators and other team members to address time-sensitive issues related to routine pre-engagement and restructuring-related matters.
  • Collaborate with team members on new business, new employees and projects with attention to deadlines.
  • Search and analyze using the Intapp OPEN database.
  • Conduct special projects as assigned.


Qualifications & Requirements

  • Bachelor’s degree required
  • Minimum of four years related experience processing business intake and supporting a functional area's initiatives, including compliance and regulatory monitoring, is preferred.
  • Experience in data quality, research, reference library work, conflicts searching, or related experience is preferred.
  • Must have a high degree of accuracy, confidentiality and professionalism.
  • Requires acute attention to detail, critical thinking, strong judgment and decision-making skills.
  • Able to work well under pressure and understand the meaning of exceptional customer service.
  • Able to identify the potential issues with bringing on new business and new employees.
  • Proficiency with Excel spreadsheets is required.


Eastridge Workforce Solutions is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We celebrate diversity and are committed to creating an inclusive environment for all employees. Please note that Eastridge is unable to provide visa sponsorship to applicants.


We value diverse experiences, including prior contact with the criminal legal system, and applicants with criminal histories are encouraged to apply.Certain clients require Eastridge to perform background checks and Eastridge will consider qualified applicants with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring, the San Francisco Fair Chance Ordinance, and the Philadelphia Fair Criminal Record Screening Standards Ordinance (a copy of the notice of rights under the Philadelphia Ordinance is available by clicking on this link).


#LI-DD

#IPRO

#pro


Bachelor
2-5 years

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