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Added 1 hour ago
J
Senior Vice President, Capital Markets, Investments & Project Finance - DG Solar Company
J&T
Toronto, ON · North York, ON
- Full-time
Reporting to the CFO, you will build and execute the financing strategies that fund the company's next stage of growth.
Added 1 hour ago
NB
Banking advisor
National Bank of Canada
Kamloops, BC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 hour ago
NB
Investment Development Specialist
National Bank of Canada
Markham, ON
- Full-time
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 3 hours ago
LF
Human Resources Generalist
Lysander Funds Limited
Toronto, ON
- Full-time
Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund…
Added 4 hours ago
MI
Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
…provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending…
Added 5 hours ago
TL
Legal Counsel (Private Markets)
Toronto Lawyers Association
Toronto, ON
- Contract
…and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 7 hours ago
D
Senior Advisor, Business development and sales support
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 8 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 9 hours ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment
Added 9 hours ago
T
Personal Banking Associate - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 9 hours ago
M
Summer Intern 2027 - Infrastructure Equity Internship
Manulife
Toronto, ON
- Full-time
…Equity team as a Summer Intern, supporting a global portfolio of fund and co-investments across sectors such as renewable energy, utilities, transportation, and digital infrastructure. As…
Added 11 hours ago
T
Developing Investment Advisor (Vancouver Island)
TD
Victoria, BC
- Full-time
3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment
Added 11 hours ago
P
Senior Accountant
Plooto
Canada
- Full-time
We're looking for a highly technical and detail-oriented Senior Accountant to join our growing Finance team. This role is ideal for someone with strong financial accounting fundamentals,…
Added 11 hours ago
Accounting Co-op
Optima Living
Vancouver, BC
Resident Comfort Fund: Record resident payments and maintain accurate supporting documentation for audit purposes.
Added 11 hours ago
B
Senior / Lead Product Manager - New Verticals
Baselane
Toronto, ON
- Full-time
…including Matrix Partners, Activant Capital, Collaborative Fund, Conversion Capital, Diagram Ventures, ThomVest, and many FinTech leaders from PayPal, eBay, Google, and…
Added 11 hours ago
MT
Analyst, CMI
Miller Thomson LLP
Montreal, QC
- Full-time
An individual TFSA with low fund management fees and competitive investment options;
Added 12 hours ago
A
Senior IT Auditor
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Added 13 hours ago
Accounting Co-op
Optima Living
Edmonton, AB
Resident Comfort Fund: Record resident payments and maintain accurate supporting documentation for audit purposes.
Added 13 hours ago
AI
Portfolio Manager, Fixed Income & Relative Value
Alberta Investment Management Corporation (AIMCo)
Toronto, ON
- Full-time
…background may come from an institutional internal alpha team, hedge fund, alternative asset manager, or a bank rates desk with portfolio-level accountability. Success in the role will…
Added 14 hours ago
S
Director, Compliance
Sagard
Toronto, ON · Montreal, QC
- Full-time
…Advisers Act of 1940 and/or portfolio managers, investment fund managers and exempt market dealers under NI 31-103 Registration Requirements, Exemptions and Ongoing Registrant…
Added 14 hours ago
OI
Client Operations Specialist
Orbis Investments
Burnaby, BC
- Full-time
Working closely with the global Orbis Fund Operations teams and other business units to effectively communicate relevant information.
Added 14 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…

Miller Thomson LLP

Analyst, CMI

Montreal, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 26, 2026
Experience: 3-5 years of experience in Client & Matter Intake, Billing, E-Billing, Finance Operations, or Legal Administration.
Posting language: English
Posted: Oct 27, 2026

Original job description

As a recognized national law firm, we support, grow, and impact our communities through our work. We help entrepreneurs, companies, and professionals shape and build the Canadian economy.

When you start a career with Miller Thomson, you join a firm that puts its people first. We provide the opportunity to influence the course of your career, community, and workplace with the support and backing of a national organization. While teamwork and collaboration are hallmarks of our culture, we accept and encourage individuality. You can expect a friendly, safe, and supportive environment where your colleagues will rally around to help you succeed.

Find the spark that will propel your career to new heights. Apply today to join a firm that is dedicated to you.

We are seeking an Analyst, CMI to join our team in any of our offices!

The CMI Analyst is responsible for the ongoing maintenance, accuracy, and integrity of client and matter information within the firm’s systems. The role ensures that client and matter records remain current, complete, and aligned with billing requirements, client guidelines, e-billing systems, and compliance standards.

Through the proactive management of matter data, billing arrangements, payer information, rate structures, and client requirements, the CMI Analyst helps prevent billing issues, invoice rejections, write-offs, and operational inefficiencies.

The role supports data quality, billing compliance, operational consistency, and reporting accuracy while enabling a seamless experience for lawyers, finance teams, and clients. By maintaining reliable client and matter data, the CMI Analyst contributes to the improvement of operational efficiency, reduced rework, stronger billing compliance, and enhanced client service.

Key Responsibilities

Client Matter Intake

Client & Matter Intake modification after opening matter: Review and validate modification requests for matters; Verify payer entities, billing arrangements, and client requirements; Ensure compliance with firm policies, KYC requirements, and client guidelines.

Billing & Compliance Support

Coordinate with lawyers, legal assistants, billing teams, and e-billing teams to resolve missing information.

Data Quality & Governance

Maintain accurate client and matter records.
Perform data quality reviews and audits.
Identify trends and recurring intake issues.
Recommend process improvements to increase accuracy and efficiency.

Stakeholder Support

Act as a subject matter expert for client and matter intake processes.
Provide guidance and training to legal assistants and business professionals.
Support continuous improvement initiatives and process standardization.

Rate & Billing Arrangement Management

Review, validate, and maintain client rate structures, billing arrangements, alternative fee agreements (AFAs), discounts, and special billing terms within firm systems.
Ensure approved rate agreements and billing instructions are accurately configured at matter opening and updated as required.
Verify compliance with client engagement terms, outside counsel guidelines, and billing requirements.
Partner with lawyers, legal assistants, Billing, and E-Billing teams to resolve rate-related issues and discrepancies.
Maintain the integrity of rate and billing data to minimize billing errors, invoice rejections, write-offs, and rework.
Support the implementation of rate updates and client-specific billing arrangements across all offices.

What You'll Bring

College diploma or degree in Administration, Accounting, Finance, Legal Administration, or a related field.
3-5 years of experience in Client & Matter Intake, Billing, E-Billing, Finance Operations, or Legal Administration.
Bilingualism in French and English is an asset.
Experience working with Aderant or a similar legal practice management system.
Strong understanding of law firm billing processes and compliance requirements.
Advanced proficiency with Microsoft Office, iManage an asset.
Experience working in a professional services or law firm environment preferred.

What We Offer

We believe in the importance of a Total Compensation package, ensuring our mix of salary, benefits, and perks are competitive within the market as well as a work-life balance. We offer:

A comprehensive Benefits package that includes Health, Dental and Vision Care, Employee Assistance Program, Life Insurance, Short Term and Long Term Disability Insurance, 3+ Weeks’ Vacation and 10 Personal Days;
A Diverse and Inclusive Workplace;
Flexible working options;
Maternity Leave Top-up;
A Firm matching Group Retirement Savings plan;
An individual TFSA with low fund management fees and competitive investment options;
Employee Assistance Program to support you and your family;
A wellness spending account to foster employee well-being;
Professional Development opportunities;
Employee appreciation events;
Charitable giving programs.

Compensation

We offer a market-leading total rewards package with the expected range of the annual salary to be between $58,980 - 85,366.

The final salary is influenced by the location of the incumbent and may fluctuate based on the qualifications, skills, and market considerations, ensuring alignment with internal and external pay equity standards.

Who We Are

Miller Thomson LLP is one of Canada’s fastest-growing national business law firms, with ten offices across the country. Our consistent ability to provide practical, creative and cost-effective advice, combined with an unyielding service commitment to our clients and a strong dedication to our lawyers, staff and the communities in which we practice, gives us a unique position in the Canadian legal industry.

Miller Thomson LLP is an equal-opportunity employer and is committed to equity, diversity, inclusion, and accessibility.

This is a newly created role and does not replace an existing position.

While we thank all applicants for their interest, due to the high volume of applications we receive, we are unable to respond to queries individually, and only those selected for an interview will be contacted. No phone calls or agencies, please.

Miller Thomson will provide accommodation on request throughout the recruitment, selection and assessment process for applicants with disabilities. If you require accommodation, please inform our People and Culture department of the nature of the accommodation that you may require, to ensure your equal participation.

Apply About employer

More about this job

Responsibilities

Maintain accurate and compliant client and matter records, including payer information, billing arrangements, rate structures, and client requirements. Coordinate with legal and finance teams to resolve data and billing issues, conduct quality reviews, support users, and improve intake and billing processes.

Requirements

A college diploma or degree in administration, accounting, finance, legal administration, or a related field is requested, along with 3–5 years of relevant experience in client and matter intake, billing, e-billing, finance operations, or legal administration. Candidates should understand law firm billing and compliance, have experience with Aderant or a similar system, and be proficient in Microsoft Office; French-English bilingualism and iManage experience are assets.

Skills

Client and Matter Intake
Legal Billing
E-Billing
Billing Compliance
Data Quality Management
Data Auditing
Rate Management
Billing Arrangement Management
Alternative Fee Agreements
Client Guidelines Compliance
KYC Compliance
Process Improvement
Stakeholder Support
Microsoft Office
Aderant
iManage

Benefits

Health Insurance
Dental Insurance
Vision Care
Employee Assistance Program
Life Insurance
Short-Term Disability Insurance
Long-Term Disability Insurance
Vacation
Personal Days
Flexible Working Options
Maternity Leave Top-Up
Group Retirement Savings Plan
Tax-Free Savings Account
Wellness Spending Account
Professional Development
Employee Appreciation Events
Charitable Giving Programs

Visa sponsorship

Not detected in the job text

Keywords

Client and Matter Intake
Legal Practice Management
Aderant
iManage
Microsoft Office
Legal Billing
E-Billing
Billing Compliance
Client Guidelines
KYC
Payer Entities
Billing Arrangements
Rate Structures
Alternative Fee Agreements
Discounts
Billing Instructions
Data Quality
Data Governance
Data Audits
Finance Operations
Legal Administration
Law Firm
Process Improvement
Process Standardization
Client Service
Invoice Rejections
Write-Offs
Outside Counsel Guidelines
Professional Services
French-English Bilingualism

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