Compliance Assistant
on new clients Updating KYC for existing clients Opening new clients and matters (using Intapp) Running conflict searches...
on new clients Updating KYC for existing clients Opening new clients and matters (using Intapp) Running conflict searches...
required by fee earner, inputting timesheets onto Intapp Time. Document processing;proof reading of work to ensure that completed...
's transition from InterAction to Intapp DealCloud, currently scheduled for Q2 2026. The post-holder will take ownership of CRM data... from InterAction to Intapp DealCloud, working closely with the New York CRM team to support a smooth and successful transition. Act...
expense management systems Writing SQL for reporting purposes IntApp Time or other time recording software MiniSoft ARCS 2G...
law firm, focusing on the Intapp platform and its wider ecosystem. If you are a visionary leader passionate about driving... the migration of the Intapp platform from on-premise to cloud. Translate complex business needs into clear product...
Strong written communication skills, especially in plain English Familiarity with Intapp Open software is an advantage Commercial...
conflict records and systems (including Intapp and blackbook) Assisting with training, policy updates, and internal... and NI preferred) Experience using Intapp or similar onboarding tools Practical understanding of conflict identification...
's enterprise application portfolio: Aderant Expert (or Elite), iManage, Intapp Intake & Conflicts, Interaction CRM, HR systems, BI... services environment) Experience around Aderant/Elite, Intapp, iManage, CRM and integration platforms Has designed and run...
information experience, preferably acquired in an international law firm (desirable) Knowledge of Elite/3E and Intapp Open...
to date. Sorting and processing incoming and outgoing mail. When required by fee earner, inputting timesheets onto Intapp Time...