Legal Assistant - Wills & Estates

Aird & Berlis LLP•Toronto, ON

5d•CA$55,000 - CA$65,000•Onsite

About The Position

Aird & Berlis LLP is seeking to fill a vacancy for a Legal Assistant with experience in Estates or Tax for this dynamic role. The position will be supporting 2 clerks and a lawyer. This position involves a substantial focus on document preparation, along with responsibilities related to vaulting. The ideal candidate will possess meticulous attention to detail and a passion for the diverse tasks associated with both legal assistance and vaulting work.

Requirements

Minimum of three years’ previous experience as a Legal Assistant in Estates or Tax
Successful completion of a related post-secondary Legal Assistant or Law Clerk program
Handle time pressure situations and stress of multiple demands
Flexible to the changing demands of the job
Microsoft 365 suite of applications
Willing to learn a customized Wills Database
Ability to problem solve
Good judgement and decision making
Strong interpersonal skills
Organized
Resourceful
Detailed

Responsibilities

Proofread, finalize and assemble estate planning documents including Wills, Powers of Attorney, Trusts and reporting documentation
Attending as a second witness for client signatures and see it through to completion including updating our specialized database
Assist with Wills Vault administration as needed
Vault original Estate and Trust documents
Respond to Vault requests in a timely manner
Scan, file and e-file documentation
Handle daily administrative details
Manage duties related to accounting
Accountable for all work assigned
Arrange meetings
Calendar management
Take initiative
Confidential