Our client is recruiting for an experienced Legal Assistant to join their Tax and Estates team. This firm offers a hybrid work model and an environment that encourages mentoring, inspires enthusiasm, and motivates and challenges employees to put forth their best efforts in achieving personal and firm goals.
Summary of 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 and manage client files;
- 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
- General administrative duties including entering dockets and processing accounts; and
- Other duties as assigned.
Core Skills & Requirements:
- Minimum of 5 years' of legal experience, Tax and Estates law an asset
- Proficiency in Microsoft Office 365 (including Word, Excel, Outlook)
- Working knowledge of Adobe Pro/Kofax and DocuSign
- 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 to help build relationships and provide excellent client service
- A confident self-starter, who works well both independently, and in a team environment
- Operate with a high degree of accuracy with strong attention to detail
- Show good judgment, discretion and respond well to constructive feedback