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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
Engagement Letter ComplianceDatabase Management PrinciplesBilingual Communication (English/French)Audit Reporting and TrackingPolicy Development and Maintenance
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 ConductingEngagement Letter ReviewCompliance MonitoringReport PreparationProcess ImprovementTemplate DevelopmentOperational EfficiencyClient Intake ReviewOutside Counsel Guidelines ManagementRetention Agreement Coordination
Soft Skills
Verbal CommunicationWritten CommunicationDiscretionProfessionalismCollaboration
Tools & Technologies
Intapp IntakeIntapp Terms
Industry Keywords
Legal ServicesProfessional ServicesStakeholder EngagementCompliance StandardsAudit Findings
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, approved templates, and standard provisions
- Identify and escalate compliance concerns
- Track audit findings and prepare reports on trends and risks
- Provide training to Legal Assistants and Lawyers on engagement letter requirements and processes
- Collaborate with lawyers, legal assistants, and business professionals to address audit deficiencies
- Maintain records of engagement letter reviews, audit results, and remediation activities
- Assist with developing and updating engagement letter templates, standards, and best practices
- Administer the firm's Outside Counsel Guidelines process
- Review client intake forms in Intapp Intake and ensure OCG references are current
- Manage OCG terms in Intapp Terms and ensure required approvals are in place
- Review outside counsel requests and collect 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 milestones
- Serve as a point of contact for internal stakeholders on outside counsel matters
- Prepare reports, metrics, and dashboards on engagement letter compliance and outside counsel activity
- Identify process improvements and assist with 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 perform additional assigned duties
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 provide service to firm stakeholders in both French and English
- Experience or knowledge related to database management principles
- Ability to handle sensitive information with discretion and professionalism
Benefits
Comp & perks- Outstanding benefits from day one, including insurance premiums paid by the Firm
- Wellness and technology reimbursements
- Competitive compensation
- Paid overtime
- Generous time off
- A day off to volunteer
- A day off for your birthday
- Professional development and growth opportunities
- Two-way feedback culture
- Strong community involvement
- Commitment to equity, diversity and inclusion
- Collaborative, cohesive culture