Bilingual Wills & Estate Clerk / Paralegal & Intake Coordinator

Cabinet SAUVÉ Law; Ottawa; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A modern law firm in Ottawa seeks a Bilingual Wills & Estate Clerk / Paralegal & Intake Coordinator. The role involves drafting legal documents, client communication, and administrative duties. The ideal candidate has 3+ years in wills and estate law and is bilingual in English and French. Competitive salary and flexible work schedule offered.

Benefits

Competitive salary

Bonus incentives

Extra paid days off in December and January

Flexible work schedule

Team building activities

Qualifications

• 3+ years of experience working in wills and estate law.
• Ability to meet strict deadlines and manage multiple files.
• Willing to work in Rockland office a minimum of three days a week.

Responsibilities

• Draft wills, codicils, and powers of attorney.
• Attend and witness signing meetings with lawyer and clients.
• Communicate with clients for necessary updates.

Skills

Bilingual (English and French)

Excellent communication skills

Advanced organizational skills

Ability to work independently

Computer skills

Tools

Clio Grow

Clio Manage

Job description

Overview

Position : Bilingual Wills & Estate Clerk / Paralegal & Intake Coordinator (Full-Time)

SAUVÉ LAW is a recently founded law firm committed to modernizing the legal landscape. Embracing a progressive approach to legal practice, we champion innovative solutions and operational processes while challenging conventional norms. Our firm is reshaping the way legal services are delivered, operating at the forefront of legal innovation.

The Opportunity

We’re currently seeking an experienced Wills and Estate Law Clerk who’s eager to join our team. At SAUVÉ LAW, you will have the opportunity to :

• Embrace a New Way of Working : Break free from the constraints of traditional legal practice and be part of a firm that values fresh ideas, innovation, and a forward-thinking mindset. We actively encourage out-of-the-box thinking and value creativity in problem-solving.
• Foster a Client-Centric Approach : At SAUVÉ LAW, we put our clients first. You will have the opportunity to build strong relationships with diverse clientele and provide them with exceptional legal counsel tailored to their unique needs.
• Collaborate in a Supportive Environment : Join a team of like-minded professionals who share your passion for progressive legal practice. Benefit from a supportive and inclusive work culture that promotes professional growth, collaboration, and work-life harmony.

Key Responsibilities

• Wills and POA drafting : Draft wills, codicils and powers of attorney.
• Attend and witness signing meetings with lawyer and clients.
• Communicate with clients to gather necessary information and provide updates on file progress.
• Assist in the administration of estates, including preparing inventories of assets and liabilities.
• Take minutes and dictation, maintain filing systems, draft correspondence and scheduling meetings.
• Other general administrative work as required (e.g., answer calls, schedule appointments, conduct conflict searches, open files, etc.).

New Client Intake

• Answer incoming calls, emails, or website inquiries from potential clients.
• Provide information about the firm’s services, process and fees.
• Conduct initial screenings to determine case eligibility.
• Gather and accurately enter personal and case-related information into the case management and accounting system (e.g., Clio Grow, Clio Manage).
• Send Engagement letter and collect retainer funds.
• Verify client identification with Treefort or otherwise.

Qualifications

• 3+ years of experience working in wills and estate law.
• The ability to meet strict deadlines and to work independently with minimal training.
• Have advanced organizational skills and the ability to manage multiple files at once.
• Excellent communication skills and the ability to interact professionally with clients, lawyers, and officials.
• Computer skills and the ability to pick up new technologies quickly.
• Willing to work out of our Rockland office a minimum of three days a week.
• Bilingual (English and French) is mandatory.
• Poste hybride.

Why Work Here?

• Competitive salary (commensurate with experience) plus bonus incentives.
• Extra (paid!) days off in December and January.
• Flexible work schedule.
• Team building activities, team retreats, and other social activities.

To Apply

Please send us a cover letter with your resume explaining why you’re interested in a role with us and how you meet the qualifications at [e-mail].

SAUVÉ LAW is an equal opportunity employer and accommodates people with disabilities throughout the recruitment and selection process.

Job Details

• Seniority level : Associate
• Employment type : Full-time
• Job function : Legal
• Industries : Law Practice