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Benefits

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Description

Give up the downtown commute, come join our reputable Brampton Client as their next Estate Planning Law Clerk In this essential role your expertise will support a professional team in providing estate services to high volume and complex Clients.


Requirements:


  • Manage the daily operation of a busy Wills and Estate department
  • Preparing the initial estate planning documents including; wills, powers of attorney, domestic and cottage agreements, trusts, accounts and reporting documents
  • Scan, file and e-file a large volume of documentation
  • Communicating professionally with clients and obtaining the appropriate information in a timely manner
  • Manage the organization of daily/weekly/monthly calendars
  • Arranging meetings, appointments and conference calls with clients
  • Preparing the final documents for execution, indexing Wills, managing a vault of Wills, closing files and all matters incidental thereto.
  • In addition, work on specific assignments such as development of precedents
  • Administrative duties with respect to opening and closing files, maintaining Estates database
  • The ability to be flexible to the changing demands of the job
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Work environment

Requested skills

  • Minimum of 5 years' experience as an Estates law clerk with demonstrated experience in estate and trust administration, estate accounting and estate planning
  • A strong understanding of the broad legal framework of Wills, Estate and Trusts and a demonstrated ability to recognize the nuances and fine points in this area
  • Professional written and oral communication skills
  • Excellent organizational skills and demonstrated ability to manage multiple priorities
  • Solid work ethic and ability to work independently with minimal supervision
  • Experience with Estate-A-Base software is an asset
  • Sound judgment to deal with complex or sensitive issues
  • Excellent time management skills
  • A commitment to client service

Requirements

Level of education

University

Diploma

Completed

Work experience (years)

undetermined

Written languages

En : Advanced

Spoken languages

En : Advanced