Legal Executive Assistant

5 days ago

Toronto, Canada Cartel Agency Inc. Full time

Job Description

Legal Executive Assistant (Tax and Estates)

Salary : Up to $85K

Key Responsibilities

- Assist with preparation of correspondence and legal documents relating to areas of taxation and estate planning, including complex wills, family trusts, and estate administration;
- Ensure time-sensitive documents are managed effectively;
- Organize, open, manage, and close client files;
- Prepare reports on estate planning and corporate reorganizations;
- Enter dockets and process monthly accounts;
- Maintain tickler systems to monitor key dates for task management;
- Schedule meetings and coordinate appointments, ensuring the lawyer’s calendar is up-to-date, including adding events, rescheduling appointments, and providing daily briefings;
- Act as a point of contact for incoming and outgoing communications, including phone calls, emails, and documents for clients and vendors;
- Plan and organize internal firm events, such as lawyer and client events;
- Perform other duties as assigned.

Qualifications

- Successful completion of a Legal Assistant program at a recognized community college;
- Minimum of 5 years’ Tax & Estates Legal Assistant experience working in a law firm;
- Proficiency in Microsoft Office (Word, Excel, Outlook);
- Working knowledge of Adobe / Kofax PDF, DocuSign, Workshare Compare, Closing Folders, CorpLink, and Carpe Diem;
- Experience working with a document management system, iManage;
- Well-developed organizational and time management skills to manage multiple priorities and meet tight deadlines;
- Strong communication and interpersonal skills to build relationships and provide excellent client service;
- Ability to work independently and in a team environment as a confident self-starter;
- Operate with high accuracy and strong attention to detail;
- Good judgment, discretion, and responsiveness to constructive feedback.

IND1

Tagged as : Legal Assistant, tax, Wills & Estate

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