Legal Assistant: Wills and Estates - Kingston, Canada - Cunningham Swan

Cunningham Swan

Verified Company

Kingston, Canada

9 hours ago

Posted by:

Sophia Lee

beBee Recruiter

Description

LEGAL ASSISTANT - Wills and Estates (FULL TIME, PERMANENT)

About the Job:

This is an exciting opportunity to play a key role in all aspects of our busy Wills and Estates group

Responsibilities will include:

Prepare for client meetings, including preparing copies of client's current estate planning documents, intake forms, retainer agreements, starting a file, preparing Boardrooms for meetings and virtual signing.
Draft Wills, Powers of Attorney, and other documents at the direction of the lawyer.
Assist with administrative tasks, including: Scanning and digital filing of client information completed client intake forms, retainer agreements, and lawyer's instructions. Assisting with preparation of document briefs. Scanning/assembling PDFs of documents to forward to clients and other stakeholders.
Input client information into database.
Meet with clients to witness will signings, prepare Affidavits of Execution to be scanned.
Handle current file closings, including returning original documents to clients.
Billing: Prepare reporting letters for group partners, mailing to clients with billings on a timely basis. Follow up on outstanding Accounts Receivable, as requested.
Preparing memos to Real Estate group as required.
Provide administrative support to Estate Administration Law Clerks.
Maintain spreadsheet of wills returning to/arriving form offsite storage.
Distribute incoming mail and deliveries.
Assistance with process improvements and efficiencies.
Research and other projects as assigned.

JOB REQUIREMENTS:

Legal Assistant or Law Clerk Diploma or equivalent clerical experience in professional office setting.
Undergraduate degree an asset.
Strong focus on providing exceptional customer service and lawyer service and taking pride and confidence in your work product and role.
Excellent interpersonal skills with the ability to work independently as well as part of a team.
Highly developed communication skills, verbal and written.
Strong time management skills and keen attention to detail.
Demonstrated willingness to take initiative and be proactive in finding solutions.

About Us:

Cunningham Swan LLP is one of southeastern Ontario's leading full-service firms. We take great pride in finding and retaining top talent who are passionate about their work. We reward our people for their valued contributions with a competitive compensation package, including generous vacation and leave policies.

We protect them with robust benefit plans, which include a pension plan, parental leave top-up pay, paramedical coverage and a health care spending account.

We provide a supportive and inclusive work environment in a beautifully restored historic building in one of Ontario's most livable waterfront cities.

The closing date for this recruitment process is Friday, May 3rd, 2024.

Job Types:
Full-time, Permanent

Benefits: