More jobs:
Job Description & How to Apply Below
This is an excellent opportunity for an experienced Wills & Estates professional who enjoys managing files with a high degree of independence, working directly with clients, and being part of a collaborative and professional team.
Responsibilities
The successful candidate will be responsible for:
Opening, closing and billing files
Managing calendars for intake calls, conferences and general meetings as required
Liaising directly with clients to obtain pertinent information for estate planning and wills
Preparing first drafts of estate planning documents for Alberta, Ontario and British Columbia
Revising estate planning documents in accordance with client instructions
Preparing for and witnessing Will signings
Scanning, saving and providing copies of executed documents
Preparing reporting letters and handling post-execution matters
Maintaining lawyer emails and client files electronically
Corresponding with banks and other institutions to collect information for estate administration matters
Preparing probate applications
Preparing documents required for the administration of estates, including releases, consents and indemnities
Maintaining organized electronic client files and hard-copy files when required
Updating and maintaining the inventory of the Wills vault
Assisting with the creation and maintenance of precedents for estate planning documents and estate administration checklists
Assisting with overflow clerk work for other practice areas as required
Qualifications
The ideal candidate will bring:
Law Clerk certification from a recognized college or university
5–7 years of experience in Wills & Estates preferred
Strong experience with estate planning and estate administration matters
The ability to build positive working relationships with lawyers and staff, both in person and remotely
Superior organizational and time-management skills
Excellent attention to detail and reading comprehension
Strong verbal and written communication skills
A proactive, reliable and independent approach to work
A high level of professionalism, confidentiality and discretion
The ability to work effectively under pressure, manage competing priorities and meet deadlines
Strong knowledge of Microsoft Office, including Outlook, Word and Excel, as well as Adobe Acrobat
Experience with Clio and Net Documents would be considered an asset
About Our Client
Our valued client is a boutique national law firm with offices in Calgary, Toronto and Vancouver. The firm has a business-focused clientele and practices primarily in the areas of Tax, Corporate, Estate & Trust, and Family Law.
The firm offers a collaborative and professional environment where talented individuals are given the opportunity to take ownership of their work, contribute to the team and grow their careers.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×