Estate Law Clerk

4 weeks ago

Mississauga, Canada Malicki Sanchez Full time

***

Our Mississauga office is seeking an experienced Estates Law Clerk to support a senior Partner in our Estates team. In this role, you will work as part of a team dedicated to probate and estate administration for a range of clients and estates.

**RESPONSIBILITIES**
- Delivering detailed and complex Canadian Will, power of attorney, trust and estate administration services
- Assist with the preparation, drafting, and revision of legal documents, estate forms, correspondence and reporting letters independently with mínimal supervision.
- Ensuring that estate documents and procedures are completed in a timely manner, including forwarding draft documents to the lawyer and clients for review
- Following up with clients for outstanding information, coordinating the flow of documents between clients and the office
- Scheduling client meetings; acting as witness to client documents; and communicating with the estate courts in connection with ongoing matters
- Review and organize client documents, scan documents, maintain databases of client contacts.
- Completing legal administrative tasks including overseeing file openings, billing, and document production
- Working proactively and initiating follow up actions to expedite the flow of work
- Day to day management of files including communications with clients, various levels within the office, and various levels of Court, as directed by lawyer
- Ensuring that the firm’s lawyers are at all times advised of client-related issues, which may come to your attention
- Managing correspondence, booking, and scheduling appointments
- Using technology and digital initiatives to enhance the client experience ie. Zoom
- Effectively using software such as Teams, Cosmolex, Word, Excel, Outlook and Estateably
- Reviewing your work for quality, accuracy, and relevance
- Staying abreast of changes in Will, power of attorney, trust and estate law, as well as related regulation and policy
- Ability to respond to everyday tasks with mínimal supervision
- Ability to work collaboratively in a team environment
- Maintain a positive rapport with legal team, office staff, and clients
- Other general duties as required.

**REQUIREMENTS**
- Comprehensive knowledge of Ontario Will, power of attorney, trust and estate law as evidenced by at least three - five (3 - 5) years of relevant full-time work experience
- Law Clerk Diploma and/or University Degree considered an asset
- Superior knowledge of the Rules of Civil Procedure and willingness and ability to research and learn the Rules
- Analytical and problem-solving skills within a fast-paced environment
- Ability to locate and research information efficiently, to use it effectively, and to evaluate the quality of the information
- Excellent English verbal and written communication skills, including the ability to relate to people at all levels
- Excellent data analytic skills and reporting abilities
- Ability to effectively prioritize and organize tasks
- Ability to work both independently and as part of a team
- The ability to multi-task, proactively resolve any issues that arise, and work effectively under pressure in order to meet deadlines
- Demonstrated commitment to privacy and ethical conduct.

Malicki Sanchez offers an enjoyable working environment and a competitive salary commensurate with experience. Great opportunity to benefit from a large, established client base.

Malicki Sanchez is committed to inclusiveness, equity, and accessibility.

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