Vault Coordinator

at  Aird Berlis LLP

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

• Prepare and review Estate and Trust documents for safekeeping in vault system
• Respond to internal and external client vault requests in a timely manner
• Scan, file and e-file a large volume of documentation
• Assist lawyers/clerks with client requests to permanently remove documents from vault and database system
• Management and closing of boxes of estate planning documents to send off-site
• Update information in our specialized Wills and Trust databases and data management program
• Proofread Will and Trust documents received from the estate and tax group in preparation for off-site vault storage
• Attention to detail and spelling of requests for deposit forms and affidavits of execution completed and commissioned correctly
• Produce the highest quality of work
• Accountable for all work assigned
• Take initiative
• Confidential