We have an exciting opportunity for an experienced Disclosure Clerk to join our client’s Team!
Our client is seeking an integral team player to assist the overall team in achieving the goals and ensuring all processes run seamlessly and clients are provided with timely, efficient, and highly accomplished representation. If you are detailed-focussed, have strong organization skills and are comfortable working with large volumes of financial documents under tight deadlines, this may be the position for you!
We are looking for a results-oriented person who can manage competing timelines and tasks in an effective and resourceful manner, while ensuring that all documents are properly categorized and tracked in the case management systems.
Responsibilities:
- Organizing and tracking financial disclosure on all client files
- Documentation and maintaining an ongoing database
- Preparing client financial disclosure for release to opposing counsel.
- Completing and filing of Disclosure Statement packages with the Courts
- Communicating with, and keeping the lawyers up to date and informed of the status and completeness of financial disclosure on all client files
- Assist in drafting preliminary summaries and inputting data into property charts based on financial disclosure received from clients and opposing parties
- Documenting and tracking documents received from Questioning under oath, whether given by our clients or received from opposing parties
- Training and mentoring junior staff on the competencies and skills required for efficient and accurate financial disclosure
Qualifications:
- Legal Assistant Diploma from recognized Canadian Institution or Equivalent
- Bookkeeping or Accountancy background
- 3 to 5 years’ experience in document management is preferred.
- Strong attention to detail and quality are required.
- Strong team orientation and partnership skills are required.
- Strong organizational and multi-tasking skills to meet deadlines and manage competing tasks and demands.
- Experience with Clio, NetDocs, Adobe Pro, is preferred, or experience with other case management and document management systems preferred.
- Strong Proficiency in Microsoft Office applications especially in Excel
- Familiarity and comfort with working with complex financial documents, including tax returns, bank statements and corporate documents, and large volumes of paper documentation
We looking forward to hearing from you, please reach out to Suzanne at sspanier@klopprichards.com quoting Job Number 5509.
Please note only qualified applicants will be contacted in reply.