Strategic Tax & Estates Legal Assistant

Cartel Agency 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

Legal Executive Assistant

Our Client is home to a team that values collaboration, professionalism, and service. They are looking for a Legal Executive Assistant to support two Senior Lawyers whose practices encompass corporate tax and estates administration. This role involves a mix of legal administrative work and client interaction, including liaising with high-profile individuals who appreciate attention to detail and a thoughtful approach. If you have experience in the area of business law, a knack for staying organized, and can thrive in a fast-paced environment then this might be the perfect fit for you. Apply now!

Salary: Up to $85K + Benefits

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 – 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 required ensuring the 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’ experience working in a law firm or in professional services.
• 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, e.g., iManage
• Possess well-developed organizational and time management skills in order to manage multiple priorities with ease in order to meet tight deadlines
• Strong communication and interpersonal skills help you to build relationships and provide excellent client service
• As a confident self-starter, you work 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.

To apply, please forward your resume to:Zaheeda MeraliManager – Executive Searchat [e-mail]

Tagged as: Administration, Corporate, Estates, Legal Assistant, tax