Legal Assistant, Wills & Estates

Key responsibilities include:

• Drafting wills and other estate planning documents;
• Preparing probate and administration application documents;
• Supervising estate administration files;
• Liaising with various external bodies including beneficiaries, financial institutions, the Public Guardian and Trustee’s Office, etc.;
• Handle a variety of daily administrative tasks
• Liaise with Lawyers and other Legal Assistants in firm regarding coordination of requests
• Opening, maintaining, updating, and closing files
• Providing clerical support, including photocopying and scanning, preparing binders, filing documents, and more as directed
• Complete ongoing tasks to facilitate excellent client and practice management
• Diarize and track deadlines
• Following up with Legal Assistants and Lawyers on tasks
• Correspondence with clients on general client inquiries, including billings and receipts
• On occasion the Legal Assistant may aid in Corporate/Commercial duties

The ideal candidate will have the following background, skills and experience:

Education and Experience

• Must be a graduate of an accredited legal assistant program; High School Diploma and combination of experience will be considered.
• 3 or more years’ of experience in Wills & Estates,
• Experience in Corporate/Commercial an asset

Skills

• High professionalism and the ability to respect confidentiality
• Strong organizational skills
• Be able to multi-task and prioritize
• Internal and external customer service skills
• Self-starter who takes initiative
• Reliable and accountable
• Has excellent verbal and written communication skills
• Must be able to work independently as well as within a team environment

Technical Skills

• Must have a strong base in MS Excel, Word, Outlook
• ACUMIN knowledge an asset
• Worldox knowledge an asset