Legal Assistant – Estates & Trusts | Toronto ON

  • Full Time
  • Anywhere
  • Posted 7 months ago

Legal Assistant - Estates & Trusts | Toronto ON

In this position of Legal Assistant – Estates and Trusts you will contribute to the overall excellent level of service provided to clients. The ideal candidate should be someone who takes pride in their work, is detail oriented, reliable, highly organized and has the ability to handle multiple priorities. This is a good position for someone with a strong administrative background and has a keen interest in Wills, Estates and Trusts.

Summary of Responsibilities:

  • With another assistant, review and finalize estate planning documents including Wills, Powers of Attorney, Trusts and reporting documentation
  • Schedule virtual and in-person meetings directly with clients and other advisors and maintain schedule
  • Attend as a second witness for execution of Wills and Powers of Attorney (virtual and in-person)
  • Prepare estate briefs and reports in hard copy and electronic format
  • Scan, file and e-file a large volume of documentation
  • Prepare Affidavits of Execution for Wills
  • Regular use of our specialized Wills and Trust databases and data management program
  • Vault original Estate and Trust documents
  • Handle details with respect to accounting, opening and closing files, conflict searches, engagement letters, docketing, and billing, etc.
  • Daily administrative tasks
  • Works independently and is professional
  • Produce the highest quality of work
  • Accountable for all work assigned
  • Take initiative
  • Confidential

Core Skills & Requirements:

  • Minimum of 2 years’ legal experience, preferably in Wills & Estates
  • Successful completion of a post-secondary Legal Assistant or Law Clerk program
  • Ability to work as a team player and independently
  • Courteous, client focused and professional attitude
  • Handle time pressure and stress of multiple demands
  • Microsoft Office 365 suite of applications
  • Strong verbal and written communication
  • Ability to problem solve
  • Good judgement and decision making
  • Strong interpersonal skills
  • Organized, resourceful, and detailed

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