1 Maintain confidentiality of clients' and firm's information.
2 Consult with managers/directors/partners on difficult and/or troublesome issues and/or when being unsure before providing advice.
3 Maintain proper filing of client information, rulings, and other technical references.
4 Works are well supported by excellent data/information and reasoning.
5 Have an understanding of professional liability, conflict of interest, and other risk management issues that may impact the firm.