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...