Legal Assistant - Estates and Tax

Clark Wilson•Vancouver, BC

76d

About The Position

Clark Wilson LLP is seeking a Legal Assistant to support lawyers within our Estates, Trusts, and Tax practice group. This role is primarily focused on solicitor-based tax and estate planning matters, including corporate reorganizations, trust structuring, and succession planning.

Requirements

Graduate of a recognized Legal Administrative Assistant program or equivalent education and practical experience
Minimum of 3 years’ experience as a Legal Assistant, preferably supporting tax, estates and trusts, corporate, or business law practices
Familiarity with corporate minute books, corporate records, and related filings
Proficiency with legal and administrative technology, including Microsoft Office (Word, Outlook, Excel), Adobe Acrobat, BC Online, MYLTSA, and document management systems such as iManage
Strong organizational skills and exceptional attention to detail, particularly when managing complex documentation
Excellent verbal and written communication skills, with the ability to interact professionally with clients and professional advisors
Ability to manage multiple priorities and deadlines in a fast-paced professional environment
A client-focused mindset, with a commitment to providing responsive, accurate, and professional service
Ability to work independently while also contributing positively within a collaborative team environment
Demonstrated professionalism, discretion, and sound judgment when handling confidential and sensitive client matters

Nice To Haves

Experience supporting corporate reorganizations, estate planning, or tax planning matters is a strong asset

Responsibilities

Preparing, formatting, and finalizing legal documents and correspondence related to estate planning, tax planning, trusts, and corporate reorganizations
Assisting with the implementation of estate freezes, corporate reorganizations, and post-mortem and succession planning strategies
Supporting the preparation and organization of estate planning documents, including wills, trusts, and powers of attorney
Preparing corporate documentation, including resolutions, share transactions, and maintaining corporate and trust minute books (physical and electronic)
Assisting with corporate filings and maintaining corporate records through BC Online and other applicable registries
Coordinating document execution processes, including arranging client meetings and managing execution copies
Communicating professionally with clients, accountants, financial advisors, and other external stakeholders to facilitate transaction completion
Managing lawyers’ calendars, scheduling meetings, and maintaining bring-forward systems to track key dates and deliverables
Opening and closing files, organizing electronic and physical file systems, and ensuring documentation is complete and accurate
Preparing billing summaries, assisting with time entry, and supporting billing processes
Providing general administrative and legal support to ensure the efficient operation of the Estates, Trusts, and Tax practice group

Benefits

Health coverage for you and your family, including overseas emergency medical care, prescriptions, vision care, dental care, paramedical services, life insurance and hospital accommodation.
RRSP matching program.
Pregnancy and parental leave top off to 100% for a portion of the leave so that you can spend quality, worry-free time with your family.
Health and Wellness Spending account to pay for items that will help you with your unique needs: an exercise bike, swimming lessons, or your pets’ vet bills. It’s up to you.
Long service bonus to help celebrate your work anniversaries.
Socials every Friday, off-site social events, employee appreciation week, team building events and more.
Resources available to invest in your personal growth and help you achieve your goals.
Generous monetary amount for any employee referral.
Opportunities to give back to your community through firm initiatives.
Generous vacation and bonus days. We also offer five personal days to assist with whatever life throws at you and one bonus day off to celebrate your work anniversary.