Location
Los Angeles, CA | United States
Job description
Founded in 1985, they offer extraordinary client service in private banking, private business banking and private wealth management. Their team’s goal is to support their clients’ banking needs and develop long-term relationships through exceptional, personalized service. Offering deposit solutions for our clients and their businesses through their high-touch service model.
Salary: $60,000- $80,000
Responsibilities: • Work closely with the Attorneys, General Counsel, Conflicts Manager, and other members of the New
Business Intake Group on the identification, review, analysis, and resolution of conflicts of interest and other
issues, and the processing of new business submissions
• Review and evaluate new business intake forms ensuring submitted party or matter information is correct
and following up with Partners for more information if necessary
• Select and analyze the conflicts results while highlighting critical issues and communicating this information
directly with firm partners
• Assist the department with a wide range of research and other requests as may be assigned
Requirements: • At least 1 year experience in professional services environment
• Advanced proficiency in Microsoft Office Suite
• Bachelor’s Degree
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