Create electronic undertakings via Intapp Walls for review, grant access to restricted workspaces, troubleshoot and resolve access issues in iManage and Intapp Time.
Maintain and manage Risk Management workspaces and files including documents relating to: firm’s securities trading policy; firm’s list of restricted securities and internal trade inquiries; insurance documents and certificates; engagement letters and umbrella letters; and database of lawyer directorships.
Maintain Risk Management and Conflicts & Records Torysnet sites, update and ensure accuracy of content (including liaising with other departments for regular review of Code of Conduct policies).
Draft and update template documents, presentations and policies.
Coordinate certain file management functions, including inquiries from regulators, litigation holds, destruction requests and transfer requests.
Assist Risk Management team with administrative support including: responding to conflict search-related inquiries; uploading OCGs to Torysnet; drafting correspondence; scheduling meetings, booking boardrooms, maintaining schedules, coordinating travel arrangements, completing expense reports, preparing courier packages, printing, photocopying, etc.
Prepare annual applications for professional liability insurance, cyber insurance, employment practices liability insurance and D&O insurance to Canadian Lawyers Liability Assurance Society for General Counsel’s review.
Prepare correspondence related to insurance coverage and claims to LawPro and CLLAS and manage corresponding workspace.
Participate and support various departmental projects and initiatives as required.
Requirements
Post-secondary degree or diploma in office administration, or a related field, or equivalent experience to successfully complete the essential requirements of the role.
Minimum 1 year of related experience, preferably within a law firm or professional services firm.
Proficient in MS Office product suite.
Strong working knowledge of an electronic document management system.
Experience with 3E, Intapp Walls, and SharePoint an asset.
Strong client service orientation combined with the ability to manage multiple client needs at the same time.
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.
Excellent organizational and time management skills to effectively prioritize and meet deadlines with minimal supervision.
Exceptional attention to detail.
Sound judgment including the ability to deal with confidential information with utmost discretion.
Ability to learn new technology quickly and apply knowledge.
Strong research, analytical abilities and problem-solving skills.