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Wills and Estates Administrator

3 months ago

Maple Ridge, British Columbia, Canada Ridge Notaries Full time

Position overview


The Wills and Estate Administrator supports the Notaries Public in the drafting of wills, powers of attorney, and representation agreements.

The Wills and Estates Administrator answers all client estate enquiries.

Performs routine administrative functions such as drafting wills, powers of attorney, representation agreements and related correspondence, diary management, organizing and maintaining paper and electronic records.

The role also involves being witness to the execution of documents. The role requires a detail-oriented individual with a strong understanding of estate planning and legal documentation.

Hours:
This is a part-time permanent position with the potential to become a full-time position.

Key Accountabilities

  • Provide excellent customer service when greeting clients and answering estate enquiries.
  • Collect and enter client or stakeholder details and ensure the smooth flow of information when forwarding to appropriate staff.
  • Actively manage the office calendar, schedule and confirm client appointments.
  • On behalf of the Notary(s), draft correspondence, personal planning documents, and other documents as needed, from notes or templates.
  • Conduct thorough review of legal documents to ensure accuracy, compliance, and completeness.
  • Make necessary edits or revisions as directed by the Notary(s).
  • Manage printing and preparing files for signing.
  • Witness signing of files with clients and Notary(s).
  • Manage physical and electronic records by scanning, filing, and shredding.
  • Perform ad hoc accounting duties including invoices for clients.
  • Follow up on the registration of and reporting on documents, i.e., wills.
  • Ensure the smooth flow of information and coordination of office procedures.
  • Attend to tasks, research, follow up, and other duties as may be requested by the Notary(s).

Job Types:
Part-time, Permanent

Salary:
$22.00 per hour

Benefits:

  • Extended health care

Schedule:

  • Monday to Friday

Education:

  • Secondary School (preferred)

Experience:

  • Administrative: 1 year (preferred)
- legal administrative: 1 year (required)

Ability to Commute:

  • Maple Ridge, BC V2X 6H9 (required)

Work Location:
In person