How to apply:

To apply for this position, please submit your cover letter, resume, and references to
[email protected]

 

Estate Administration Legal Assistant

Who we are:

Pushor Mitchell LLP is a full-service law firm located in Kelowna, British Columbia. We are the largest firm outside the lower mainland, with a team of some of the region’s most skilled and talented legal professionals, including more than 35 lawyers and over 100 staff. Providing advice and legal services across a diverse range of practice areas, our firm delivers relationship-driven legal excellence for all our clients’ needs. Our core values include our commitment to our community, and we proudly support a number of charitable, cultural, and professional organizations throughout the Okanagan. We recognize that it is our committed and capable team that enables us to provide exceptional service to our clients and makes Pushor Mitchell LLP the highly regarded firm that it is today.

Who you are:

You’re a skilled professional who values excellent client service and you pride yourself on delivering high quality work. You thrive in a collaborative environment and are continually seeking to learn and grow. You enjoy working with a team of dedicated professionals who share the common goal of making a positive contribution to our community.

Key Responsibilities:

  • Assisting with estate administration files.
  • Working with clients to gather information for the application for estate grant.
  • Preparing the documents in support of the application for an estate grant.
  • Liaising with various external bodies including beneficiaries, financial institutions, the Public Guardian, and Trustee’s office, accountants, etc.
  • Conducting searches, such as corporate, land title and personal property registry
  • Liaise professionally with all internal and external clients.
  • Handle administrative details including file management, maintaining contacts, diarizations, billings e-filing, time entries, and client lists.
  • Calendar management including scheduling appointments and meetings.
  • Prioritizing workflow to ensure completion of tasks within established timelines.
  • Other general legal administrative duties as required.

Requirements:

  • Knowledge of MS Excel, Word, and Outlook products.
  • 2-3 years’ experience in wills and estates planning and estate administration is preferred.
  • Strong attention to detail and ability to work with confidential information.
  • Ability to work independently on tasks and in a team-orientated setting.
  • Ability to grasp new technologies quickly.
  • The ability to manage a variety of incoming requests and prioritize workload to meet deadlines.
  • Experience with programs such as Worldox and Aderant are an asset.
  • A Legal Assistant or Paralegal certificate or diploma is a strong asset and recommended.

Salary: $55,000 – $65,000 per annum.

Please send all applications to [email protected]

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