Conflicts Coordinator

2 weeks ago

Vancouver, British Columbia, Canada Mc Carthy Tetrault Full time

About the Role

McCarthy Tétrault is seeking a highly skilled Conflicts Coordinator to join our team. As a Conflicts Coordinator, you will play a critical role in ensuring the firm's compliance with conflict of interest regulations and maintaining the integrity of our client relationships.

Key Responsibilities

  • Perform conflict of interest searches in various databases to identify potential conflicts and ensure compliance with regulatory requirements.
  • Analyze corporate family tree research and sanction lists to improve the relevance of conflict reports for lawyers.
  • Develop and maintain accurate and up-to-date information on client relationships, including client contact details and matter plans.
  • Provide training and assistance to legal assistants and lawyers on conflict of interest procedures and requirements.
  • Review and validate Know Your Client (KYC) requirements and ensure compliance with regulatory requirements.
  • Manage Anti-Money Laundering (AML) processes to ensure compliance with law society regulations and reduce exposure/risk for the firm.
  • Identify and manage confidential matters and ensure the integrity of all parties involved.
  • Update and maintain accurate information on client matters and client contacts in the accounting database.
  • Assess and apply correct tax to new matters based on Place of Supply and PST rules.
  • Manage information related to billing formats and e-billing clients.
  • Create, update, and manage matter plans and rate details.
  • Reassign or close client and matter files for departing lawyers.
  • Obtain approvals for and maintain lists of non-billable matter numbers.
  • Generate and organize lateral hire conflict reports in a timely manner and ensure necessary security is applied to confidential and sensitive data.
  • Oversee the firm's engagement letter process and repository, ensuring executed engagement agreements are in place in accordance with the firm's policy.
  • Analyze engagement letters and disseminate relevant details to the appropriate individuals/groups.
  • Assess client activity to ensure client relationships are accurately recorded and escalate to approvers as necessary.
  • Ensure appropriate coverage is available at all times, adjusting work schedules as needed.

Requirements

  • Post-secondary education related to accounting or database management principles.
  • Minimum 3-5 years of related experience, ideally acquired in a legal or professional services environment.
  • Accounting knowledge, gained through post-secondary education or experience.
  • Bilingual (English/French) with excellent verbal and written communication skills is an asset.
  • Ability to handle multiple tasks and work under pressure to meet deadlines.
  • Exceptional analytical and problem-solving skills.
  • Strong attention to detail and organizational skills.
  • Knowledge of business and legal terminology.

About McCarthy Tétrault

McCarthy Tétrault is a leading Canadian law firm with a strong commitment to professional development and growth opportunities for our people. We offer a collaborative and cohesive culture that connects lawyers and business teams through collective purpose. Our firm is built on professional excellence, collaboration, innovation, thought leadership, and entrepreneurialism, and we are committed to equity, diversity, and inclusion.

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