Ogilvie LLP currently has an opening for a Wills & Estates Legal Assistant who enjoys working in a busy and challenging work environment.

The Wills & Estates Legal Assistant is accountable for administration, documentation of preparing probate, supervision of estate files, and liaising with various external bodies including beneficiaries and financial institutions.


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

We offer a competitive salary commensurate with experience and a positive work
environment. The successful candidate may be eligible for a signing bonus. Please apply in confidence by submitting your resume (including months and years of employment history) and cover letter to HR@ogilvielaw.com.

We thank all applicants for their interest however, only candidates under consideration will be contacted.