Job Summary
The Conflicts Specialist (Laterals) is responsible for preparing conflict check reports, updating internal records related to new hire conflicts, and supporting new business intake processes.
Essential Duties and Responsibilities
The following are the key responsibilities of the role, though additional duties may be assigned:
Additionally, all employees must comply with the firm’s information security policies. This includes safeguarding firm and client information, ensuring that unauthorized access, disclosure, modification, or destruction does not occur, and promptly reporting any security concerns to management.
Qualifications
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Insurance
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