Conflicts Specialist

Overview

Job Description McCarthy Tétrault is a Canadian law firm that offers a full suite of legal and business solutions to clients in Canada and around the world. We offer challenging and rewarding career opportunities in our offices in Toronto, Montreal, Quebec City, Calgary and Vancouver. We are delighted to have earned the distinction of one of Canada’s Best Diversity Employers for the thirteenth consecutive year in 2025. Our culture is built on professional excellence, collaboration, innovation, thought leadership and entrepreneurialism. We embrace inclusion in all its forms and we provide the tools and opportunities to help our people develop to their full potential.

Role We are recruiting for a Conflicts Specialist to join our team in our Vancouver or Calgary office. The successful candidate must have a minimum of 2 years of experience in a legal or professional services environment and will be responsible for conducting conflict of interest searches, managing client and matter intake including KYC and AML compliance, maintaining accurate client, matter, and billing data, overseeing engagement letters and confidentiality requirements, and supporting firm-wide compliance and risk management processes. McCarthy Tétrault employees benefit from a hybrid work environment.

Responsibilities

• Performing conflict of interest searches on a timely basis in various databases as requested by professionals and staff of all practice areas and other management / departments.
• Analyzing corporate family tree research and sanction lists to improve relevance of conflict reports for lawyers.
• Available for on-call evening and weekend rotation to cover urgent conflict searches after hours.
• Processing requests for opening new clients and matters and obtaining all relevant information.
• Providing training and assistance to legal assistants and lawyers regarding required information for accurate and timely client and matter opening.
• Reviewing Know Your Client (“KYC”) requirements and requesting further identification from lawyers / legal assistants when necessary. Following-up on non-compliance relating to KYC requirements, and storing KYC information appropriately. Validating organization types to ensure KYC profiles are accurate.
• Managing compliance surrounding Anti-Money Laundering (AML) process to comply with law society regulations and reduce exposure / risk for the firm.
• Identifying confidential matters and ensuring integrity of all parties pertaining to such matters. Following-up to lift confidentiality when applicable.
• Updating and ensuring integrity of existing information pertaining to client matters and client contacts in the accounting database.
• Assessing correct tax to be applied on new matters based on Place of Supply and PST rules.
• Managing information relating to billing formats and e-billing clients.
• Creating, updating and managing matter plans and rate details.
• Reassigning or closing all clients and matter files for departing lawyers.
• Obtaining approvals for and maintaining lists of non-billable matter numbers.
• Generating and organizing lateral hire conflict reports in a timely manner and ensure necessary security is applied to confidential and sensitive data.
• Overseeing the firm’s engagement letter process and repository; ensuring that executed engagement agreements are in places in accordance with the firm’s policy. Vetting engagements and escalating to relevant approvers as required.
• Analyzing engagement letters and disseminating relevant details to the appropriate individuals / groups.
• Assessing client activity to ensure client relationships are accurately recorded and escalating to approvers to reassess as appropriate.
• Ensuring appropriate coverage is available at all times, adjusting work schedule when necessary.
• Other duties and projects as assigned.

Ideal Candidate Profile

Benefits

How to Apply

We encourage external candidates to apply online and internal applicants must apply directly through our internal careers portal on Espresso. We look forward to receiving your application. We thank all applicants for their interest in McCarthy Tétrault; however, only chosen applicants will be contacted. We regret that we are unable to respond to individual inquiries about application status. McCarthy Tétrault is an equal opportunity employer that fosters an inclusive, equitable, and accessible environment. Please notify us if you require accommodation at any time during the recruitment process.

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