The Conflicts & Records Specialist is responsible for providing firm-wide support services related to the conflicts, business intake and records management processes.

• Perform conflict searches designed to provide information necessary to identify potential legal and business conflicts for new business intake and incoming legal professionals.
• Liaise with Risk Management to coordinate the resolution of issues related to conflicts and new business intake as well as other risk-related issues.
• Support legal professionals and assistants with new business intake.
• Review matter opening to ensure compliance with firm policies and Know Your Client (KYC) requirements. Follow up with legal professionals and assistants as required. Process matter closings.
• Update and maintain information relating to clients and matters to ensure accuracy.
• Generate various ad-hoc reports including client/matter reports, related party listings and reports on physical files.
• Assist in the audit inquiry process.
• Assist with records management including coordination of file delivery to and retrieval from off-site storage and support of records destruction initiative.
• Provide after-hours support for urgent conflicts search requests on a rotating basis.
• Participate in various department projects and initiatives as required.

• Post-secondary education in a business-related field and/or equivalent experience to successfully complete the essential requirements of the role.
• 3+ years of related experience, preferably in a professional services environment. Experience in conflict searching, business intake and/or records and information management is an asset.
• Knowledge of business intake, conflicts, records management and ethical wall software (CorpIntake, 3E, Intapp Walls etc.) is an asset.
• Exceptional client service skills with the aptitude to go above and beyond to get the job done.
• Strong analytical abilities, problem-solving skills and exceptional attention to detail.
• Strong time management skills to effectively prioritize and meet deadlines with minimal supervision.
• Excellent communication skills (verbal and written) with the ability to interact with individuals at all levels within the organization.
• Strong interpersonal skills with the ability to work well both independently and collaboratively within a team environment.
• Sound judgment including the ability to deal with confidential information with utmost discretion.

This position is part of our hybrid work model with 3 days in the office per week. As part of our onboarding, new hires are required to be in the office more often for the first few months of employment to ensure they receive the requisite cross training.