Legal Assistant – Tax & Estates | Toronto ON

  • Full Time
  • Toronto
  • Posted 10 hours ago

Legal Assistant - Tax & Estates | Toronto ON

Our client is searching for a Legal Assistant to join their team.  Working directly with the Managering Partner and a Senior Associate, you will provide support in this dynamic Tax and Estates team.  .

Summary of Responsibilities:

  • Assist with preparation of correspondence and legal documents relating to areas of taxation and estate planning including complex wills, family trusts and estate administration;
  • Ensure time-sensitive documents are managed effectively;
  • Organize, open, manage and close client files;
  • Prepare reports – estate planning and corporate reorganizations;
  • Enter dockets and process monthly accounts;
  • Maintain tickler systems to monitor key dates for task management;
  • Schedule meetings and co-ordinate appointments as required ensuring the lawyer’s calendar is up-to-date, including adding events, rescheduling appointments and providing daily briefings;
  • Act as a point of contact for incoming and outgoing communications including phone calls, emails, and documents for clients and vendors;
  • Plan and organize internal firm events, such as, lawyer events and client events; and
  • Other duties as assigned.

Core Skills & Experience:

  • Successful completion of a Legal Assistant program at a recognized community college
  • Minimum of 5 years’ experience working in a law firm or in professional services within Tax and Estates
  • Proficiency in Microsoft Office (including Word, Excel, and Outlook)
  • Working knowledge of Adobe/Kofax PDF, DocuSign, Workshare Compare, Closing Folders, CorpLink and Carpe Diem
  • Experience working with a document management system, e.g., iManage
  • Possess well-developed organizational and time management skills in order to manage multiple priorities with ease in order to meet tight deadlines
  • Strong communication and interpersonal skills help you to build relationships and provide excellent client service
  • As a confident self-starter, you work well both independently, and in a team environment
  • Operate with a high degree of accuracy and strong attention to detail
  • Show good judgment, discretion and respond well to constructive feedback.

To apply for this job email your details to donna@estaffsearch.com

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