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Bilingual Client Agreement Auditor
McCarthy Tétrault. Conduct audits of engagement letters to ensure compliance with the Firm’s policies, regulatory requirements, and client obligations.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in compliance auditing, engagement letter management, and process improvement within a legal or professional services context. Proficient in bilingual communication and maintaining confidentiality while handling sensitive information.
Highest-signal resume keywords
Compliance AuditingEngagement Letter ManagementBilingual Communication (English/French)Process ImprovementTraining and Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Database Management PrinciplesAudit TrackingReport PreparationTemplate DevelopmentEngagement Agreement Review
Soft Skills
Verbal CommunicationWritten CommunicationDiscretionProfessionalism
Tools & Technologies
Intapp IntakeIntapp Terms
Industry Keywords
Legal ComplianceProfessional ServicesOutside Counsel GuidelinesEngagement LettersClient Obligations
About the role
Key responsibilities & impact- Conduct audits of engagement letters to ensure compliance with the Firm’s policies, regulatory requirements, and client obligations.
- Verify that engagement letters are complete, accurate, and consistent with approved templates and standard provisions.
- Identify potential compliance issues and escalate them as required.
- Track audit results and prepare reports highlighting trends and risks.
- Provide training to legal assistants and lawyers on engagement letter requirements and processes.
- Collaborate with lawyers, legal assistants, and relevant professionals to address identified gaps.
- Maintain records related to reviews, audit results, and corrective actions.
- Contribute to the development and updating of templates, standards, and best practices.
- Manage the administration of the Outside Counsel Guidelines (OCG) process, including client registrations in Intapp Intake, outside counsel referrals, key client lists, and terms in Intapp Terms.
- Review outside counsel requests and coordinate the collection of supporting documentation.
- Coordinate the review of outside counsel, engagement agreements, and related documentation.
- Ensure compliance with policies governing external legal service providers and relationship management.
- Track engagement renewals, terminations, and other key milestones.
- Serve as a point of contact for internal stakeholders regarding outside counsel matters and requirements.
- Prepare compliance and outside counsel activity reports, metrics, and dashboards.
- Identify process improvements and contribute to the implementation of operational efficiency measures.
- Lead the development, updating, and communication of policies and procedures.
- Assist in providing training and guidance to Firm personnel.
- Maintain confidentiality and handle sensitive information with discretion and professionalism.
- Perform other duties as assigned.
Requirements
What you’ll need- Post-secondary education or equivalent experience related to database management principles.
- Three to five years of relevant experience, ideally in a legal or professional services environment.
- English/French bilingualism required.
- Excellent verbal and written communication skills.
- Ability to handle sensitive information with discretion and professionalism.
Benefits
Comp & perks- Exceptional benefits from day one, including Firm-paid group insurance coverage, a wellness program, and a technology expense allowance.
- Competitive compensation.
- Overtime pay.
- Generous paid time off, including a volunteer day and a birthday day off.
- Opportunities for growth and professional development at all levels.
- Frequent opportunities to get involved in the community.
- Commitment to equity, diversity, and inclusion.
- Collaborative and team-oriented culture.