Legal Assistant: Wills And Estates
Kingston, ON, Canada
Job Description
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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:
- Manage all incoming cold calls for the group, including preparation of client intake forms, communication to lawyers, follow-up.
- Conduct conflict searches, preparing precedent letters to clients re retainers, and managing file openings.
- Contact clients to schedule appointments for initial meetings (in person, phone or virtual), including intake forms (if applicable) and preparation of retainer agreements. Prepare receipts for clients.
- Schedule appointments for estate administration signings.
- Prepare for client meetings, including preparing copies of client\xe2\x80\x99s current documents, preparing Boardrooms for meetings and virtual signings.
- Assist with administrative tasks, including: Scanning and digital filing of client information.
- Assisting with preparation of document briefs.
- Meet with clients to witness will signings when required, preparing Affidavits of Executive.
- Follow up on outstanding Accounts Receivable, as requested.
- Preparing memos to Real Estate group.
- Act as backup for Estate Administration Law Clerks when they are not in the office.
- Distribute incoming mail and deliveries.
- Assistance with process improvements and efficiencies.
- Research and other projects as assigned.
- Legal Assistant or Law Clerk Diploma (or equivalent).
- A minimum of 2 years\xe2\x80\x99 experience in a corporate/commercial business law practice.
- 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.
- Casual dress
- Company events
- Company pension
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Day shift
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Job Detail
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Job IdJD2129415
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKingston, ON, Canada
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EducationNot mentioned