Wills and Estates Legal Assistant

3 weeks ago

Toronto ON, Canada Forge Recruitment Full time

About the Company
Forge Recruitment is proudly partnered with our client, one of downtown Toronto's premier mid-size business law firms, in their search for a Wills and Estates Legal Assistant to join their growing practice.

About the Role
Supporting a team of professionals, this role would offer a range of legal and administrative responsibilities in estate and trust planning administration.
  • Finalize and complete estate planning documents including wills, powers of attorney, trusts and reporting documentation.
  • Attend as a second witness for client signatures.
  • Implement a follow-up system for will drafts.
  • Managing and tracking deadlines or appointments, including managing the lawyers' Outlook calendars, contacts, scheduling appointments, travel arrangements as needed.
  • Typing general correspondence from handwritten notes, phone, or verbal instructions.
  • Managing internal and external communications, including calls/client inquiries, physical mail and faxes; responding where needed and as appropriate.
  • Opening and closing files electronically and physically.
  • Preparing monthly accounts/proformas; reviewing entries for accuracy and completeness.
  • Assisting the law clerk(s) in the practice group with administrative matters when required.
  • Scheduling appointments, meetings, conference calls, booking meeting rooms, travel arrangements, etc.

The Offer
The firm offers a highly congenial working environment, excellent benefits and a competitive remuneration package. Currently, the firm is working on a hybrid WFH model, with the expectation that staff are on site 4 days / week.

What You Bring
As the ideal candidate, you possess 2+ years' experience in a Wills and Estates planning practice along with post-secondary education with a legal assistant or law clerk designation. You possess the ability to work independently and as part of a team with proficiency in the entire MS Office Suite and various legal software.

Next Steps
If you are interested in learning more about this opportunity, please apply, in confidence. Thank you for your interest in the position and in Forge Recruitment. #J-18808-Ljbffr

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