Legal Assistant - Estates
Stratford or Listowel Office
Are you a legal assistant or recent graduate of a legal assistant program with an interest in Estates Law?
To support firm and client success, you will:
Work closely with lawyers and Estate Trustees regarding estate files;
Attend client meetings, take instructions and participate in discussions regarding the estate administration;
Sort documentation provided by Estate Trustees and make enquiries regarding estate assets;
Prepare written correspondence and liaise with Estate Trustees, Beneficiaries, Government Bodies, Accountants and Financial Institutions about ongoing Estate Administration matters;
Prepare all estate-related documentation, including when applicable court documents for Applications for Certificate of Appointment of Estate Trustee With A Will and/or Certificate of Appointment of Estate Trustee Without a Will and Estate Information Returns;
Assist with estate account banking;
Prepare and document all estate account transactions;
Assist Estate Trustees with all estate-related documentation to redeem assets; and
Assist Estate Trustees with all other matters incidental to assisting them with the administration of the estate.
To be the successful candidate you will have:
Have experience as a legal assistant or have recently graduated from a Legal Assistant course;
Strong interest to learn estates law;
Excellent communication skills, both verbal and written; editing, reviewing, drafting and proofreading of legal documents;
Advanced knowledge of Microsoft Office Suite and the ability to learn technology easily;
An interest in taking your law career to the next level and support the success of an established, successful and dynamic law practice;
Strong organizational and time management and ability to take on accountability for deadlines and client service;
An independent worker, resourceful, reliable, professional, a multi-tasker, and a team player.
Experience with Ghost Practice and/or Estate-a-base is an asset.
Consider joining our firm:
Monteith Ritsma Phillips is located in Stratford, Mitchell, Listowel and Tavistock. Our wealth of legal experience, combined with a progressive approach to the practice of law, ensures that our clients come first. Our team of lawyers and dedicated support staff share the belief that by offering timely, high quality legal services we will continue to earn our clients’ confidence and trust.
Stratford is a City on the Avon River within Perth County. Stratford is noted for the Stratford Festival. The serene area, including Tom Patterson Island, is the perfect place for a picnic, to exercise or even swan sightings while enjoying the outdoors. There are outdoor and indoor recreation facilities such as trails, parks and indoor training spaces. Stratford has such a natural beauty, with a kind-hearted community and a thriving arts scene.
Listowel is a friendly community located within North Perth that offers an affordable cost of living. Listowel is known for Paddyfest, a two-week festival surrounding St. Patrick’s Day. There are numerous indoor and outdoor recreation facilities such as parks, community centres and recreation complexes. Listowel’s trail system travels through agricultural land, downtown cores, parks, and former railways and can be enjoyed all four season on foot, by bike, horseback riding, skiing or snowshoeing.
Please submit your resume and cover letter in confidence via email to: firstname.lastname@example.org or click the link below.
We thank all applicants for their interest; however only those candidates selected for an interview will be contacted. Various background checks will be performed on the successful candidate. We are dedicated to maintaining a respectful, fair and equitable work environment, and welcomes submissions from all qualified applicants. If accommodation is required during the selection or interview process it will be available upon request. This job posting is available in an accessible format upon request.