BIC Operations Intake Specialist
Cooley - New York
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Overview
BIC Operations Intake SpecialistCooley is seeking a BIC Operations Intake Specialist to join the Business Intake and Conflicts team.Position summary: Under the supervision of the Regional Associate Director of Conflicts or Business Intake and Conflicts Supervisor, the BIC Operations Intake Specialist will focus on New Business Intake. The BIC Operations Intake Specialist will also work with the support of their BIC Intake Team Lead and other members from across BIC divisions. Duties include, but are not limited to, the following:Position responsibilities:Process and analyze all new intake requests for matters for potential, existing, and former clientsReview data quality issues (errors, inconsistencies, gaps) and changes / additions made in between conflicts clearance and intake review that may impact original conflicts analysisCommunicate with all users (named attorneys, their assistants, submitters, etc.) regarding above-referenced intake issues as well as any potential risk management procedures pertaining to the opening of new client/mattersPrepare and present appropriate information (e.g., engagement letter reviews, credit reports, litigation history reports, discounts, client requested guidelines, etc.) to approval partnersResolve any follow-up queries from approval partnersIdentify and facilitate additional "special" approvals (e.g., law firm engagements, cannabis)Document accurately and effectively provide documentation from end users, business process rationales, and approvals received to date; notate requests appropriately for downstream processing highlighting any additional requirements still outstandingFacilitate and perform changes to client and matter master data (in applicable systems) consistent with policies, procedures, and technical integrationsMonitor the Business Intake support mailbox to assist attorneys and other users (including internal BIC members) with any intake questions/issues or status requests. Delegate accurately, timely, and appropriately to other BIC (or firm) divisions where best handled elsewhereEscalate appropriately any potential operational or customer service issues to BIC Intake Team Lead or DirectorFacilitate upload process for large numbers of mattersPerform limited / basic conflicts searches, as necessaryAssist with testing on new software and changes made to existing softwareCreate administrative matters (CGC, shadow, etc.) and any related ethical wall setup / maintenanceAssist with integration errorsAssist with training sessions / follow up review of software updates for usersAll other duties as assigned or requiredSkills & experience: Required:After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applicationsAvailable to work overtime, as required3+ years applicable experience (e.g., prior knowledge of conflicts of interest, document review, intake, and/or corporate law practice)Knowledge of American Bar Association's Model Rules of Professional Conduct and California State Bar Association's Rules of Professional ConductPreferred:Bachelor's degreeParalegal Certificate preferred or completion of an ethics course in paralegal programPrior experience as a paralegal, intake coordinator, or conflicts analystCompetencies: Excellent written and oral communication skillsStrong judgment, analytical and interpersonal skillsCreative problem solverEmpathetic and conscientious with feedback on people / work productStrong organizational skills with attention to detailsAbility to work independently with little or no supervisionAbility to work in a fast-paced, challenging environmentStrong ability to prioritize and juggle multiple tasksCooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. EOE.The expected hourly pay range for this position with a work schedule of 40 hours per week is $34.00 - $47.00 ($70,720.00 - $97,760.00 annually). Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate. We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.