Legal Executive Assistant

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

Job summary

A prestigious law firm in Toronto is seeking a Legal Executive Assistant specializing in Tax and Estates. The successful candidate will support the preparation of legal documents, manage client files, and assist with estate planning tasks. This role requires a detail-oriented individual with strong communication skills and at least 5 years of relevant experience in a law firm setting. Joining this team offers a dynamic work environment and the opportunity to work closely with experienced lawyers in the field.

Qualifications

• 5 years’ experience as a Tax & Estates Legal Assistant in a law firm.
• Proficient in Microsoft Office and document management software.
• Strong attention to detail and organizational skills.

Responsibilities

• Assist with legal documents related to taxation and estate planning.
• Manage client files and ensure timely document processing.
• Coordinate lawyer’s calendar and client communications.

Skills

Organizational skills

Communication

Time management

Attention to detail

Education

Legal Assistant program

Tools

Microsoft Office

Adobe

Kofax PDF

DocuSign

iManage

Job description

Legal Executive Assistant (Tax and Estates)

Salary : Up to $85K

Key Responsibilities

• Assist with preparation of correspondence and legal documents relating toareas 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 – estate planning and corporate reorganizations;
• Entering dockets and processing monthly accounts;
• Maintain tickler systems to monitor key dates for task management;
• Schedule meetings and co-ordinate appointments as requiredensuringthe lawyer’s calendar is up-to-date, including adding events, rescheduling appointments and providing daily briefings;
• Acting as a point of contact for incoming and outgoing communications including phone calls, emails, and documents for clients and vendors;
• Planning and organizing internal firm events, such as, lawyer events and client events; and
• 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 (including Word, Excel, and Outlook)
• Working knowledge of Adobe / Kofax PDF, DocuSign, Workshare Compare, Closing Folders, CorpLink and Carpe Diem
• Experience working with a document management system, iManage
• Possess well-developed organizational and time management skillsin order to manage multiple priorities with easein order to meet tight deadlines
• Strong communication and interpersonal skills help youto build relationships and provide excellent clientservice
• As a confident self-starter, youwork well both independently, and in a team environment
• Operate with a high degree of accuracy and strong attention to detail
• Show good judgment, discretion and respond well to constructive feedback.

IND1

Tagged as : Legal Assistant, tax, Wills & Estate