Legal Assistant - Wills & Estates

at  Aird Berlis LLP

WHO WE ARE:

Aird & Berlis LLP is a prominent Canadian business law firm located in the heart of Toronto’s and Vancouver’s financial districts. With over 250 lawyers, business advisors and patent agents, we serve clients across Canada and globally.

WHAT WE ARE LOOKING FOR:

Aird & Berlis LLP is seeking a Legal Assistant with experience in Estates or Tax for this dynamic role. 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

SKILLS:

• 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

• 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