Legal Executive Assistant Job Toronto area,Ontario Canada,Administrative/Clerical

Job Description

Legal Executive Assistant (Tax and Estates)

Salary:
Up to $85K

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, manage and close client files;

Prepare reports – estate planning and corporate reorganizations;

Entering dockets and processing 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;

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; and

Other duties as assigned.

Qualifications

Successful completion of a Legal Assistant program at a recognized community college

Minimum of 5 years’ Tax & Estates Legal Assistant experience working in a law firm

Proficiency in Microsoft Office (including Word, Excel, and Outlook)

Working knowledge of Adobe/Kofax PDF, Docu Sign, Workshare Compare, Closing Folders, Corp Link and Carpe Diem

Experience working with a document management system, 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.

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Tagged as:
Legal Assistant, tax, Wills & Estate


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