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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client intake processes, records management, and conflict searches while ensuring compliance with privacy and confidentiality standards. Proficient in maintaining accurate data and supporting efficient service delivery within legal administration.
Highest-signal resume keywords
Client Intake ManagementRecords ManagementLegal Software ProficiencyAttention to DetailConfidentiality Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Conflict SearchesDatabase MaintenanceData ValidationDocument ReviewData Quality Reviews
Soft Skills
Clear CommunicationOrganizational SkillsTime ManagementTeam CollaborationProfessionalism
Tools & Technologies
Legal SoftwarePractice Management SystemsDatabase Applications
Industry Keywords
Legal AdministrationClient VerificationRecords ManagementConfidentiality RequestsProfessional Services
About the role
Key responsibilities & impact- Conduct conflict searches using firm databases and systems
- Process client verification requirements in accordance with firm procedures and regulatory obligations
- Open and maintain client and matter records
- Review intake documentation for completeness and accuracy
- Follow up to obtain missing or incomplete information
- Support the timely opening of files and matters across the firm
- Maintain and update client, contact, entity, and matter information in firm systems
- Enter, validate, and maintain limitations database records
- Perform routine database maintenance and data quality reviews
- Identify and resolve routine discrepancies while escalating more complex issues as needed
- Process privacy wall and confidentiality requests
- Safeguard confidential, privileged, and sensitive information
- Support compliance with firm privacy, confidentiality, and records management requirements
- Maintain accurate records related to conflicts and client intake activities
- Respond to routine inquiries regarding client and matter setup processes
- Assist with audits, reporting, and data validation activities
- Contribute ideas that improve efficiency and service delivery within the conflicts and intake function
Requirements
What you’ll need- At least two (2) years of experience working in a similar position
- Administrative experience in a law firm, professional services environment, or data-focused role is considered an asset
- Experience working with legal software, practice management systems, or database applications is preferred
- Familiarity with conflicts, client intake, records management, or legal administration processes is an asset
- Exceptional attention to detail and accuracy
- Ability to manage competing priorities and deadlines effectively
- Ability to maintain a high level of confidentiality and professionalism
- Clear and professional communication with a wide variety of stakeholders
- Strong organizational and time-management skills
- Comfortable learning and using technology and databases
- Ability to work independently while contributing positively to a team environment
- Commitment to quality, client service, and continuous improvement
- Post-secondary education in Legal Administration, Office Administration, Business Administration, or a related field is an asset
Benefits
Comp & perks- Health, Extended Health, Dental and Vision care
- Eligibility for salary adjustments and performance-based incentive bonuses
- LTD insurance
- Life insurance
- Fitness/Parking/Transit reimbursement
- RRSP matching program
- Paid Volunteer Time
- Lerners Birthday Program
- Referral Bonus
- Employee Assistance Program
- Hybrid work arrangement eligibility (3 days per week in office)