Description
We’re one of the most well-respected and recognized workplace law practices in Western Canada. In order to exceed our clients’ expectations and deliver solutions to their workplace law challenges, we are continuously striving to build the best team possible.
Our firm is made up of people with diverse backgrounds, experience and perspectives, who enjoy working with clients as much as they do with one another. Working at Roper Greyell, means joining a talented team of lawyers and administrative professionals who support each other in an environment where people come first. We value and recognize the contribution made by everyone on our team. Each of us performs an important role in the success of our firm and how we determine our future.
We’re always ready to welcome skilled and energetic people to our team.
It's different here. Join our team.
The File Opening Clerk requires adherence to confidentiality with respect to all client information. The File Opening Clerk is responsible for ensuring client files are opened with great care and attention to firm policy and the Law Society of BC requirements. This position requires close attention to detail, and the use of discretion when deciphering client information.
Responsibilities:
General
- Completes conflict checks on all prospective clients, querying results to ensure compliance with firm policy and the Law Society of BC requirements
- Opens new client matters in accounting software, ensuring all required information is complete and accurate by collaborating with the legal team
- Administers firm’s Client ID process, ensuring compliance with firm policy and the Law Society of BC requirements
- Assists CEO and legal team with Client Verification process
- Maintains confidentiality and security of client information
- Conducts file closing in collaboration with the legal team and other admin team members
- Works with the CEO for any RL/OL updates in accounting software
- Maintains client contact details in accounting software
- Maintains ethical wall tracker at the direction of the Director, Admin+HR
Other
- Performs other administrative duties as required to assist the admin team
- Provides backup Reception relief
Qualifications:
- A minimum of one year of related office work experience
- Experience working in a legal or accounting environment required
- Completion of a Bachelor’s Degree, Diploma or Certificate in business administration or legal administration
- Experience working with and knowledge of Microsoft Office (Word, Excel, PowerPoint & Outlook)
- Experience working with and knowledge of Microsoft Teams and Zoom technology
- Experience working with a document management system an asset
- Experience working with cloud based accounting software an asset
- Computer savvy with an ability to learn various computer programs quickly
- Strong written and verbal communication skills
- Team oriented approach to working