Analyst, Client & Matter Data Assurance
Core
Ensure new transactions are set up optimally to meet external client, legal, and internal reporting/billing requirements for a law firm.
Role type
Analyst, Client & Matter Data Assurance
Builds
Client and matter records within the Practice Management system
Domain
Legal services / Practice Management
Required skills
data quality management, regulatory compliance monitoring, system setup, process improvement, stakeholder liaison, ad hoc project support, Microsoft Excel, Microsoft Word
Preferred skills
AI and emerging technologies curiosity, autonomous work, prioritizing multiple tasks
Responsibilities
Monitor client/matter setup for compliance, action changes to clients/matters, respond to internal client enquiries, manage client and matter records independently, investigate and resolve routine data issues, support projects and system enhancements
Seniority
Individual Contributor, Analyst level