Tax and Estates Executive Legal Assistant
Job Description
Tax and Estates Executive Legal Assistant
Our Client, with over 60 years of experience in the industry, have built a reputation of fostering success for their employees, ensuring that your professional development is supported. If you are looking to join a firm that will provide you an amazing opportunity to build your skills and test your experience, then this is the one for you. In addition to a great firm, you will work with a great team of friendly legal professionals, who will make your working experience worthwhile. As a Legal Assistant you will work one on one with a kind and experienced named partner, organizing files, preparing correspondence and documentation, along with other legal administrative duties. The firm offers a great work-life balance, a hybrid work model, a competitive salary, and great benefits – it doesn’t get better than this! Apply now.
Salary: Up to $75K
Key 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 and manage client files;
- 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;
- Acting as a point of contact for incoming and outgoing communications including phone calls, emails, and documents for clients and vendors;
- Planning and organizing internal firm events, such as, Lawyer events and client events
- General administrative duties including entering dockets and processing accounts; and
- Other duties as assigned.
Qualifications
- Minimum of 5 years’ experience within a Tax and Estates law practice
- Proficiency in Microsoft Office 365 (including Word, Excel, Outlook)
- Working knowledge of Adobe Pro/Kofax and DocuSign
- 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 to help build relationships and provide excellent client service
- A confident self-starter, who works well both independently, and in a team environment
- Operate with a high degree of accuracy with strong attention to detail
- Show good judgment, discretion and respond well to constructive feedback
How to Apply: To apply, please forward your resume to Sabrina at sabrina@cartelinc.com
