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Coordinator, Intake and Conflicts (15-month contract) - Coordonnateur·rice, Acceptation des mandats et gestion des conflits (contrat de 15 mois)

External
blgllp logoBlgllp · Toronto, Canada
ContractOn-site1w ago
ComplianceExcelMove
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Responsibilities

  • Review of client/matter intake requests for compliance with firm protocols
  • Set up and maintain confidentiality screens
  • Perform lateral hire on-boarding procedures for new professionals and staff
  • Review and recording of new engagement letters
  • Review of Know Your Client information
  • Complete new business intake procedures
  • Aid with triaging and management of email requests sent to Intake and Conflicts
  • Facilitate the file opening process by advising and guiding PA's and lawyers on best practices and coordinating approvals where relevant
  • Key Competencies
  • Understanding of the law, duties and regulations of a lawyer/client relationship.
  • Knowledge of Law Society KYC ("Know Your Client") obligations
  • Excellent interpersonal, organization, communication, and time management skills.
  • Strong problem solving and decision-making skills with the ability to assess situations objectively in a time sensitive environment.
  • Experience in database searching and interpreting data.
  • Ability to work independently within a team environment, follow instructions with minimal supervision and take initiative
  • Ability to work well under pressure
  • Able to set own priorities to meet tight deadlines
  • Availability to work overtime, when necessary
  • Detail-oriented individual with strong proofreading skills
  • Excellent multi-tasking skills
  • Other Requirements
  • Minimum three years of experience in a legal environment preferred; or any equivalent combination of training, education, and experience that demonstrates the ability to perform the duties of the position.
  • Bilingual in English/French would be an asset
  • Proficient in office software: MSWord, Excel, Adobe Acrobat, MS Outlook, Teams
  • Knowledge of Intapp Open; Aderant; iManage; iManage Security Policy Manager would be an asset
  • Description du poste
  • Principales attributions
  • Examiner les demandes d'acceptation de mandats ou de nouveaux dossiers clients afin d'assurer la conformité aux protocoles du cabinet.
  • Mettre en place et maintenir des cloisons de confidentialité.
  • Suivre les procédures d'intégration lors de l'embauche latérale de professionnel-les et d'autres membres du personnel.
  • Passer en revue et consigner les nouvelles lettres-mandats.
  • Vérifier les renseignements relatifs à la connaissance du client.
  • Suivre les procédures d'acceptation de nouveaux mandats.
  • Aider au tri et à la gestion des demandes envoyées par courriel à l'équipe Acceptation des mandats et gestion des conflits.
  • Faciliter le processus d'ouverture de dossiers en conseil

Benefits

Vision insurance

Additional Information

We are BLG: Canada's Law Firm. Our culture is one of vigilance and curiosity, Firm-wide collaboration, unfailing mutual respect and dedication. We pride ourselves on having standout talent and delivering an exceptional client experience. Nous sommes BLG, vos avocats au Canada. Forts d'une culture alliant vigilance et curiosité, nous travaillons en collaboration à l'échelle du cabinet, animés d'un respect sans faille et d'un dévouement de tous les instants. Nos ressources remarquables et notre expérience client exceptionnelle font notre fierté. We are a future-minded Firm delivering high-value advice and known for our unwavering commitment to innovation, diversity and inclusion, community involvement and talent development. Learn more about us at www.blg.com . Résolument tournés vers l'avenir, nous offrons des conseils de grande valeur et nous distinguons par notre engagement indéfectible envers l'innovation, la diversité et l'inclusion, la collectivité et le perfectionnement professionnel. Rendez-vous sur www.blg.com pour en savoir plus sur le cabinet. Purpose of the Role The Intake and Conflicts Department is a national team within the Matter Life Cycle group with staff in each office who provide advice and practical support to all members of the Firm. Our mission is to provide best in class services that are client focused. We provide a range of services including reporting conflict search results, opening new clients/matters, creating and maintaining Confidentiality Screens and completing the conflict steps necessary when professionals move to our firm. We have extended hours for those requiring urgent conflicts search results before the next business day. This is a 15-month maternity leave contract.


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