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Bilingual Client Agreement Specialist
McCarthy Tétrault. Conduct audits of engagement letters for compliance with firm 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 database management principles, with a strong focus on collaboration and communication in a legal or professional services environment.
Highest-signal resume keywords
Compliance AuditingEngagement Letter ManagementDatabase Management PrinciplesBilingual Communication (English/French)Stakeholder Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Audit Findings TrackingEngagement Letter ReviewTemplate DevelopmentOperational Efficiency ImplementationOutside Counsel Guidelines Management
Soft Skills
Verbal CommunicationWritten CommunicationProfessionalismDiscretion
Tools & Technologies
Intapp IntakeIntapp Terms
Industry Keywords
Legal ServicesProfessional ServicesRegulatory ComplianceClient ObligationsConfidential Information Management
About the role
Key responsibilities & impact- Conduct audits of engagement letters for compliance with firm policies, regulatory requirements, and client obligations.
- Review engagement letters for completeness, accuracy, and alignment with approved templates and standard provisions.
- Identify and escalate compliance concerns.
- Track audit findings and prepare reports highlighting trends and risks.
- Provide training to Legal Assistants and Lawyers regarding engagement letter requirements and processes.
- Collaborate with lawyers, legal assistants, and business professionals to address audit deficiencies.
- Maintain records relating to engagement letter reviews, audit results, and remediation activities.
- Assist with developing and updating engagement letter templates, standards, and best practices.
- Manage administration of the firm's Outside Counsel Guidelines process.
- Review client intake forms in Intapp Intake and ensure OCGs are current and correctly referenced.
- Identify OCGs against the firm's key client list and ensure current OCGs are available and finalized.
- Oversee OCG terms in Intapp Terms and ensure relevant approvals are in place.
- Review outside counsel requests and collect required supporting documentation.
- Coordinate review of outside counsel guidelines, retention agreements, and related documentation.
- Monitor compliance with policies governing external legal service providers.
- Track engagement renewals, terminations, and other milestones.
- Serve as a point of contact for internal stakeholders regarding outside counsel matters.
- Prepare reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity.
- Identify process improvements and assist with implementing operational efficiencies.
- Lead development, maintenance, and communication of policies and procedures.
- Assist with training and guidance on engagement letter and outside counsel processes.
- Maintain confidentiality and handle sensitive information professionally.
- Perform additional duties as assigned.
Requirements
What you’ll need- Post-secondary education or equivalent experience related to database management principles
- Minimum 3-5 years of related experience, ideally acquired in a legal or professional services environment
- Bilingual (English/French) with excellent verbal and written communication skills is an asset.
- Ability to work collaboratively at the national level
- Ability to provide service to firm stakeholders in both French and English
- Ability to handle confidential and sensitive information with discretion and professionalism
- Experience or knowledge of database management principles
Benefits
Comp & perks- Outstanding benefits from day one, including insurance premiums paid by the Firm and wellness and technology reimbursements.
- Competitive compensation
- Paid overtime
- Generous time off, including a day off to volunteer and a day off for your birthday.
- Professional development and growth opportunities
- Two-way feedback culture
- Strong community involvement and commitment to equity, diversity and inclusion
- Collaborative, cohesive culture