Representative, Membership Services

Job summary

The role involves delivering high-quality client service by managing financial transactions, status changes, and membership inquiries for licensees and stakeholders. It also requires collaborating with internal departments to maintain accurate member databases and ensure compliance with accounting procedures.

Job details

Overview At Law Society of Ontario we believe in the importance of a collaborative and supportive work environment that provides high quality and professional service to the public, lawyers and paralegals, and other stakeholders. We are always on the lookout for exceptional individuals who are ready to make a meaningful impact, innovate and grow with us. Our offering: We value each member of our team and invest in your professional learning and development. We provide access to the resources needed to support professional growth, mental health and well-being is a priority. Our competitive compensation package includes a defined contribution pension plan, health and dental benefits plan and a robust Employee and Family Assistance Plan (EFAP). Our progressive employment policies, high levels of employee engagement and the impressive architecture and beautiful grounds of the historic Osgoode Hall, there are many reasons to work at the Law Society. We hope you will consider joining the Law Society! Job Purpose Delivers timely, accurate, and high-quality client service to licensees, internal departments, and external stakeholders by supporting a range of financial and administrative functions (e.g., fee adjustments, status changes, certificates of standing, LSO portal support, processing Law Society ID Cards, diploma replacements, etc.). Handles financial transactions on behalf of licensees, such as invoice adjustments and assists with credits to licensees’ accounts. Responds to inquiries related to continuing professional development (CPD) requirements and membership services, and provides guidance to paralegals regarding professional liability insurance. Qualifications Requires completion of a 2-year college program in Business, Accounting, or a related discipline. Requires a minimum of 2 years of experience providing client service in a high-volume call centre, preferably in the financial services industry. Professional knowledge: Superior customer service, particularly related to financial services. Knowledge of the Law Society, including organizational structure, services, mandate, by laws, rules and regulations. Knowledge of other legal resources and agencies (e.g., Legal Aid, LawPRO, Law Foundation, etc.) and their relation to the LSO and the Membership Services function. General accepted accounting principles (GAAP) and internal controls. Technical skills: Microsoft Office Suite / 365 (Word, Excel, PowerPoint, etc.). LSO’s CRM platform, Ozzie (MS Dynamics). Microsoft SharePoint. Competencies: Customer service skills. Analytical and problem-solving skills. Interpersonal, oral, written, and presentation skills. Clear, concise, and articulate verbal and written communication skills to compose correspondence, convey detailed information, and provide explanations in an audience-appropriate format. Organizational and multitasking skills with attention to detail. Mathematical acumen. Key Accountabilities Client / Customer Service Delivery Provides a range of membership services, including billing, status changes, and certificates of standing, in accordance with Client Service Centre (CSC) and Law Society standards for timeliness, accuracy, and quality. Liaises with internal departments and external agencies to verify and reconcile member information, ensuring that the member database remains current and accurate, including updates to status and financial records. Contributes to the achievement of individual service targets related to accuracy, timeliness, and quality of service delivery. Financial Responsibility Processes financial transactions related to fee-for-service member offerings, such as Law Society ID cards and certificates, and handles payments (cash, credit, debit) for reinstatements from administrative suspensions and other fee-related services. Ensures the accuracy of all financial transactions and compliance with internal controls and departmental accounting procedures. Team Membership Collaborates with other Representatives to exchange information, share expertise, and provide support to ensure accurate, timely, and high-quality service delivery. Demonstrates flexibility and strong team orientation by assisting colleagues and maximizing resources during peak periods (e.g., suspensions, bar admissions). Actively participates in continuous improvement initiatives to enhance work processes, procedures, and service delivery, supporting optimal individual and team performance. The Law Society of Ontario values and respects diversity. We are committed to creating an accessible, barrier-free and inclusive workplace in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). Please make any requirement you may have for accommodation during the recruitment process known when contacted. If you are unable to apply to this position due to the requirement for an accommodation of any kind, please email us at [email protected] or call 416-947-3475. The Law Society of Ontario does not use Artificial Intelligence (AI) tools to screen, assess, or select applicants during the hiring process at present. This posting is for an existing vacancy.

What you’ll do

The role involves delivering high-quality client service by managing financial transactions, status changes, and membership inquiries for licensees and stakeholders. It also requires collaborating with internal departments to maintain accurate member databases and ensure compliance with accounting procedures.

Requirements

Candidates must have a 2-year college program in Business, Accounting, or a related discipline. A minimum of 2 years of experience in a high-volume call center, preferably within the financial services industry, is required.

Benefits

• Defined contribution pension plan • Health benefits plan • Dental benefits plan • Employee and Family Assistance Plan (EFAP) • Professional learning and development

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Administrative Support · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• SharePoint · Preferred
• Multitasking · Preferred
• Data entry · Preferred
• Communication Skills · Preferred
• Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Financial transactions
• Administrative support
• Data entry
• Microsoft Office Suite
• Microsoft Dynamics
• SharePoint
• Analytical skills
• Problem-solving
• Communication skills
• Mathematical acumen
• Accounting principles
• Interpersonal skills
• Multitasking
• Attention to detail
• Workplace Inclusivity
• Administrative Functions
• Microsoft Access
• Microsoft Excel
• Accounting
• Artificial Intelligence
• Mental Health
• Billing
• Customer Relationship Management
• Internal Controls
• Customer Service
• Communication
• Continuous Improvement Process
• Management Accounting
• Disabilities
• Employee Engagement
• Financial Services
• Financial Statements
• Generally Accepted Accounting Principles
• Innovation
• Invoicing
• Problem Solving
• Mathematics
• Microsoft Office
• Organizational Structure
• Microsoft PowerPoint
• Presentations
• Microsoft SharePoint
• Team Performance Management
• Writing
• Professional Liability
• Detail Oriented

Job areas

• Customer Service & Support
• Finance & Accounting
• Administrative
• Legal
• Government & Public Sector
• Membership Services Representative
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives