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Legal Assistant

2 months ago

Toronto, Canada Linds & Associates Full time

Legal Assistant -Estates & Tax
Toronto, ON

Our client, a dynamic and growing law firm located in the core of downtown Toronto is in need of a Legal Assistant to support a busy estates & tax practice.

**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)
- Maintain/update “to-do” list for lawyers
- 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 its 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
- Handle a high volume of daily administrative tasks
- Communicate professionally with all internal and external clients

**Requirements**:

- Minimum of eight 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
- Courteous, client focused and professional attitude
- Exceptional verbal and written communication skills
- Handle time pressure situations and stress of multiple demands
- Flexible to the changing demands of the job

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