Legal Executive Assistant (Tax and Estates) (10273)

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

Job summary

An established industry player is seeking a skilled Legal Executive Assistant specializing in Tax and Estates. This role offers the chance to work in a collaborative environment, where your expertise in preparing legal documents, managing client communications, and organizing tasks will be valued. You'll play a crucial role in supporting legal professionals while maintaining a healthy work-life balance. If you have a passion for law and a commitment to excellence, this is the opportunity for you. Join a team that appreciates your contributions and fosters professional growth.

Qualifications

• Minimum of 5 years’ experience as a Tax & Estates Legal Assistant.
• Proficiency in Microsoft Office Suite and document management systems.

Responsibilities

• Assist with the preparation of legal documents related to taxation and estate planning.
• Manage client files and ensure timely handling of sensitive documents.

Skills

Organizational Skills

Communication Skills

Time Management

Attention to Detail

Education

Legal Assistant Program

Tools

Microsoft Office Suite

Adobe/Kofax PDF

DocuSign

Workshare Compare

Closing Folders

CorpLink

Carpe Diem

iManage

Job description

Legal Executive Assistant (Tax and Estates)

If you’re a Legal Assistant with experience in Tax & Estates, this is your chance to join a firm where your skills will be appreciated. In this role, you’ll work closely with a team of professionals who value collaboration and efficiency. Your responsibilities will include preparing wills and estate documents, coordinating with clients and financial advisors, and managing a variety of tasks that are impactful and varied. The firm offers a well-managed, supportive environment ideal for maintaining a healthy work-life balance. If this sounds like your ideal workplace, we’d love to hear from you! Apply now.

Salary: Up to $85K

Key Responsibilities

1. Assist with the preparation of correspondence and legal documents related to taxation and estate planning, including complex wills, family trusts, and estate administration.
2. Manage and ensure the timely handling of sensitive documents.
3. Organize, open, manage, and close client files efficiently.
4. Prepare reports concerning estate planning and corporate reorganizations.
5. Enter dockets and process monthly accounts accurately.
6. Maintain tickler systems to monitor key dates for task management.
7. Schedule meetings and coordinate appointments, ensuring the lawyer’s calendar is current, including adding, rescheduling events, and providing daily briefings.
8. Serve as a point of contact for communications, including calls, emails, and document exchanges with clients and vendors.
9. Plan and organize internal firm events, such as lawyer and client gatherings.
10. Perform other duties as assigned.

Qualifications

1. Successful completion of a Legal Assistant program at a recognized community college.
2. Minimum of 5 years’ experience as a Tax & Estates Legal Assistant in a law firm.
3. Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
4. Working knowledge of Adobe/Kofax PDF, DocuSign, Workshare Compare, Closing Folders, CorpLink, and Carpe Diem.
5. Experience with document management systems, e.g., iManage.
6. Strong organizational and time management skills to handle multiple priorities and meet deadlines.
7. Excellent communication and interpersonal skills to build relationships and deliver exceptional client service.
8. Self-motivated, able to work independently and collaboratively.
9. High accuracy, attention to detail, good judgment, and discretion.
10. Ability to respond constructively to feedback.

How to Apply

To apply, please send your resume to Sabrina at [e-mail].

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Tagged as: Legal Assistant, Tax, Wills & Estate