Wills & Estates Law Clerk

4 months ago

Ajax, Canada Lawson, Clark & Oldman Full time

This position would be the ideal opportunity for a Wills and Estate Planning Clerk with a professional work ethic seeking to work in a rewarding and fast-paced environment. We pride ourselves on having a culture that emphasizes collaboration, collegiality, open communication, continuous learning, humility and integrity.

**Duties and Responsibilities**:

- Ability to successfully manage a large-volume estate planning practice, while tracking and adhering to deadlines (including urgent planning files);
- Telephone and general reception duties;
- Assisting with banking, as required;
- Scheduling appointments, follow-ups and signing meetings, and managing lawyers’ calendars and deadlines;
- Other administrative tasks, such as file management, organization and photocopying and scanning;
- Communicating effectively with clients and initiating follow-ups as required;
- Opening, organizing, and closing files;
- Ordering and conducting preliminary review of any due diligence searches, including: title sub-searches, charity registration searches, and corporate profile reports, etc.
- Preparing initial draft estate planning documents, including: Wills (including multiple Wills), Affidavits of Execution, and Powers of Attorney;
- Preparing all other administrative and practice management documentation, including the preparation of: retainer agreements; draft and final statement of accounts; reporting letters; acknowledgements and directions;
- Closing files (including assisting with archiving and storage of original estate planning documents);

**Requirements**:

- Minimum 2 years’ experience working as a Wills & Estate Planning clerk;
- Law Clerk Diploma from an accredited Ontario Law Clerk program certified with the Institute of Law Clerks of Ontario;
- Knowledge of the Law Society of Ontario’s _Rules of Professional Conduct_;
- Knowledge of the _Succession Law Reform Act_; and some knowledge of the _Children’s Law Reform Act_ and the _Family Law Act _would be a strong asset;
- Knowledge in estates law would be a significant asset, but not a requirement;
- Excellent ability to multi-task, be highly organized and exceptional attention to detail;
- Professional and ability to work independently and juggle competing priorities in a fast-paced environment;
- Self-starter with ability to work independently, solve problems and demonstrate initiative;
- Strong communication (verbal and written) and interpersonal skills;
- Strong knowledge of Microsoft Office, including Word, Excel, PowerPoint and Outlook, and Adobe Acrobat;
**Compensation**:

- Competitive salary (commensurate with experience)
- Paid vacation time
- Paid time off
- Extended health benefits (including dental care and life insurance)
- Complimentary on-site parking
- Possible supplemental pay type (bonus pay)
- Work-life balance (Work hours are 9:00am to 5:00pm, Monday through Friday. Ability to work some over-time hours; however, this is not a requirement)

**Job Types**: Full-time, Permanent, Fixed term contract

**Salary**: $35,695.74-$80,703.03 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off
- Vision care
- Wellness program
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Overtime pay

COVID-19 considerations:
All customers are currently recommended to follow public heath guidelines, common surfaces are sanitized regularly etc.

Application question(s):

- Have you completed a law clerk degree program?

**Experience**:

- Wills and Estates clerk: 1 year (required)

Work Location: In person

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