Job Title

Overview Fasken is a leading international business law and litigation firm. With over 900 lawyers and 1,100+ employees, we have offices in Vancouver, Surrey, Calgary, Tsuutina Nations, Toronto, Ottawa, Montral, Qubec City, London, and Johannesburg. We provide strategic and thoughtful advice in virtually all areas of business law to a broad range of clients including close to half of the Fortune 100 companies, corporate clients, government agencies, regulatory authorities, non-profit bodies and individual clients. We are a high-achieving, professional, entrepreneurial, team-oriented, and friendly place to work. We are committed to diversity and inclusion and offer a welcoming environment for all people. While we are here to service our clients and are a deadline-driven industry, we look to be innovative, and there are opportunities to participate in initiatives which make a difference in our firm and community. Aim to achieve excellence through work thats challenging and rewarding, with colleagues youll enjoy working with, in an environment thats welcoming, supportive, entrepreneurial and innovative, where youre a valued contributor, not just an employee. For additional information about the firm or this position, please visit our website at Position Client Data Coordinator (Finance Department) Canada Job Summary Reporting to the Supervisor, Client Data, the Client Data Coordinator will collect and review client and matter information from the legal team during or after the intake process while retaining data integrity and security of client, matter, and PTA group financial data in the Firm ERP system. The Client Data Coordinator collaborates with the Firms Finance team to ensure high-quality client/matter financial data, contribute to the docket-to-pocket cycle and client reporting, and provide support to the legal team during onboarding of new clients and matters, maintaining effective reference materials for financial fields in the Firm intake form. Work Environment As part of the Firm-wide Finance team, this role can be located in any Canadian city where Fasken has offices (Toronto, Ottawa, Montreal, Quebec City, Calgary, Tsuutina Nations, Vancouver, Surrey). This role is hybrid with occasional onsite requirements. The successful candidate must live in or around their regional office and be able to commute to the office as needed. Hours of work are from 8:00 a.m. to 4:00 p.m. Occasional pre-authorized overtime may be required to meet business needs. For Indigenous candidates interested in employment on-reserve, there may be an opportunity at Fasken to work at our Alberta office on Tsuutina Nation; candidates are encouraged to speak with Human Resources during the interview process for additional information. To Us, Success Means Having a strong client service approach ready, willing, and able to put our clients first and exceed their expectations. Caring about one another strong interpersonal skills and the ability to build harmonious working relationships within the team, across departments, and the community. Working collaboratively a self-starter who values a collaborative, team-based environment. Exceptional communication skills (verbal and written) when dealing with lawyers, clients, staff and third parties. Agility and willingness to learn and utilize new technology. Adaptability to changing priorities in a fast-paced environment while staying organized and detail-oriented. Strong research, investigative and problem-solving skills with the ability to exercise judgment to resolve issues. Respect for confidentiality and discretion in handling sensitive matters. Primary Responsibilities Maintain matter records in the financial system, ensuring completeness, accuracy, and timeliness of client and matter information. Collaborate with the legal team and respond to service tickets to onboard new clients/matters while ensuring the integrity of financial data for billing, collection and client reporting. Work with billing, e-billing, collection, data governance and Firmwide Finance teams to ensure accurate processes and address discrepancies. Assist lawyers and legal assistants in adhering to billing guidelines and client-specific requirements. Regularly review and audit client and matter data to identify discrepancies and ensure data integrity and compliance with internal policies and regulatory requirements during and after intake. Maintain documentation of matter maintenance processes, guidelines, procedures, and best practices for consistency and knowledge sharing. Identify opportunities to improve client/matter data collection processes and contribute to system enhancements for efficiency and accuracy. Support Firm initiatives involving client/matter financial data, including new system validation, implementation, support and end-user training. Adhere to legal and ethical standards, including confidentiality, in handling sensitive client financial data. Generate standard and ad-hoc client financial and non-financial reports, including detailed reporting on client volume rebates and investigate anomalies to support financial analysis and decision-making. Manage client grouping in 3E, investigate corporate relationships, update group records, and support weekly compliance reviews for effective data management. Create, update and maintain PTA group records in the financial system, including establishing new PTA groups and updating existing information for accuracy and compliance with data governance standards. Monitor client credit worthiness using Dun & Bradstreet metrics during intake and flag potential credit risks. Additional assignments or projects as required. Required Knowledge And Experience A certificate in business administration, accounting, finance or related field is an asset; an equivalent combination of education, lived experience, and professional expertise will be considered. Minimum of two (2) years of experience in client onboarding and financial data analysis in a legal firm. Experience with large ERP systems is required. Project management experience is an asset. General knowledge of accounting, professional services billing, e-billing and task-code billing functions is an asset. Proficiency with MS Office (Word, Excel and Outlook). Familiarity with Power BI and legal billing software is an asset. Reporting Structure This role reports to the Supervisor, Client Data. What We Offer A competitive total compensation package Flexible medical and dental benefits, including telemedicine services Hybrid work flexibility Short and long term disability insurance Employee and family assistance program (EFAP) Group retirement savings plan with matching contributions Paid vacation and sick days Personal days Wellness Subsidy and educational reimbursement Maternity/parental leave top up Employee referral program Firm paid professional memberships related and required by role Opportunities to give back to your community through Firm initiatives Diversity and Inclusion Fasken is committed to diversity and inclusion in all that we do, fostering a diverse workplace comprising individuals with unique backgrounds and qualities and ensuring an inclusive, respectful environment. Accessibility and Accommodation Reasonable accommodations are available on request for candidates with disabilities taking part in all aspects of the selection process. Compensation The typical salary range for this position is $55,000 - $68,000 annually; base pay is location-dependent and may vary based on job-related knowledge, skills, experience, internal and market equity. Background and Reference Checks Any offer of employment may be conditional upon full background checks including a criminal record check, a credit check, and employment and educational verification. Your Application The successful candidate will be detail oriented, a team player with excellent organizational and communication skills, both written and oral, and the ability to manage multiple tasks in a fast-paced, client-service environment. Submit your resume and cover letter through the candidate applicant portal on We thank all candidates for applying; however, only qualified applicants will be contacted for an interview. No agencies, please. #J-18808-Ljbffr