Wills & Estates Legal Assistant

Job content

Looking for a Wills and Estates legal assistant for a Calgary firm.

Job Description:

• Drafting of Wills, Enduring Powers of Attorney, and Personal Directives.
• Drafting Estate Administration documents including application for probate, etc.
• Assist with trustee and guardianship files under the Adult Guardianship and Trusteeship Act.
• Manage incoming inquiries from current and prospective clients, preparing engagement letters and processing conflict searches as required.
• Complete accounting related tasks such as preparation of invoices, verifying accounts, handling credit card payments, trust transactions, retainers and cash receipts.
• Prepare and register estate transmission and transfer documents with land titles office.
• Coordinate a diary system of upcoming diarization dates.
• Prepare expenses for reimbursement for the assigned lawyers.
• Record and bill out both the lawyer and own time as required.
• Maintain a file management system.
• Other duties as required.

Qualifications:

• 3 to 5 years of experience in Wills & Estate Planning is required.
• You have a Post-secondary education from a recognized Legal Assistant program.
• You exhibit attention to detail and are committed to producing accurate, high-quality work.
• You have experience with the surrogate rules and preparing applications including Grants of Probate and administration.
• You are organized and able to prioritize your work with a proven ability to exercise a high initiative while projecting a tactful and diplomatic approach at all times.
• You can handle confidential information in an ethical and professional manner.
• You have the ability to work independently as well as within a team environment.

If this position appeals to you please email a word document of your resume. Only qualified candidates will be contacted for an interview. Thank you for choosing Ultimate Recruitment for all your recruitment needs. #NORISKNOREWARD

Ultimate Recruitment specializes in human resources and recruitment for various fields and industries. At Ultimate, our goal is to work with employers and job seekers to facilitate a successful job match. For job seekers, Ultimate Recruitment is your key to unlocking boundless job opportunities.

Job Type: Full-time

Pay: Up to $70,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person