Legal Executive Assistant

Cartel Inc.; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

A legal services firm in Toronto is seeking a Legal Executive Assistant specialized in tax and estates. The role involves preparing legal documents, managing client files, and scheduling meetings. Ideal candidates will have a Legal Assistant diploma, at least 5 years of relevant experience, and proficiency in Microsoft Office along with document management systems. Competitive salary up to $85K offered.

Qualifications

• 5 years' experience as a Tax & Estates Legal Assistant in a law firm.
• Well-developed organizational and time management skills.
• Good judgment and excellent client service.

Responsibilities

• Assist with legal documents related to taxation and estate planning.
• Organize and manage client files.
• Schedule meetings and coordinate appointments.

Skills

Proficiency in Microsoft Office

Organizational skills

Strong communication skills

Attention to detail

Ability to work independently

Education

Legal Assistant program

Tools

iManage

DocuSign

Adobe / Kofax PDF

Job description

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