Estates and Tax Legal Assistant – Hybrid Remote
Job Description
Estates and Tax Legal Assistant – Hybrid Remote
Our Client, a respectable and busy firm, is seeking an Estates and Tax Legal Assistant who can join their team of dynamic team of legal professionals. As one of the top firms in Toronto, this firm will give you the chance to grow professionally, learn new skills, make new connections, and overall pave your path towards success. Your responsibilities would include scheduling and organization, preparing and proof-reading legal documents, and providing administrative support to the lawyers. This is a great opportunity to work with an amazing firm – apply now before its too late! Competitive salary and benefits offered.
Salary: Up to $75K
Qualifications
- 5+ 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
- Microsoft 365 suite of applications
- Ability to problem solve
- Strong attention to detail
Key Responsibilities
- 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.
- Submit internal approvals for conferences, seminars, and sponsorships and ensure timely payment to outside organizations and timely submission of expense reports
- Book conference travel
How to Apply: To apply, please forward your resume to Sabrina at sabrina@cartelinc.com
