Job Description

Job Description

Legal Executive Assistant (Tax and Estates)

Salary: Up to $85K


Key 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, manage and close client files;

  • Prepare reports – estate planning and corporate reorganizations;

  • Entering dockets and processing monthly accounts;

  • 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, em...

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