Estates Clerk

Brown Lawyers PC, with offices in Waterdown, Dundas and Burlington, is a law office with a vision to encourage collaboration and harmony in our communities.

Hamilton, Ontario

Recruiting Concepts

<p>Providing Recruitment support to small, mid-sized &amp; large organizations challenged by tough to fulfill hiring needs. Companies with hiring needs which require very specific credentials and/or personality types are the ideal client group for Recruiting Concepts. Companies who adopt a strategic approach to recruitment recognize that&nbsp;<strong><span>Recruiting is essentially marketing</span></strong>.&nbsp;How to draw top talent to your organization and entice them to stay &amp; contribute long term is top of mind for many of our clients. &nbsp;</p> <p>Recruiting Concepts~ Building your Companies' Assets 1 Employee at a time!</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p>

keywords: legal,planning,prepare,planning,communication,relationships,management,proficiency,knowledge


Overview: <ul> <li>Time for a change?&nbsp; Want to work in a friendly law office where your skills and ideas are appreciated? Brown Lawyers PC, a&nbsp;progressive community-based law office serving the Dundas, Waterdown, Hamilton and Burlington areas, is looking for new team members.&nbsp;</li> <li><u>Purpose:</u>&nbsp;To ensure that all estate planning and estate administration projects are being properly attended to and are achieving the identified objectives of the client.</li> </ul>
Responsibilities: <p><u>Key Accountabilities:</u></p> <ul> <li>Coordinating client appointments</li> <li>Preparing draft estate planning documents (wills and powers of attorney) for lawyer&rsquo;s review</li> <li>Assisting in preparation of service proposals to potential clients</li> <li>Maintaining well organized and properly documented files</li> <li>Assisting in all aspects of communication with existing and potential clients</li> <li>Providing support to estates lawyer as directed</li> <li>Preparing all documents necessary to obtain probate documents</li> <li>Maintaining financial records and accounts on behalf of estate trustees</li> <li>Preparing releases and other standard documents on behalf of estate trustees</li> <li>Reporting to clients</li> <li>Ensuring proper storage of original estate planning documents</li> </ul> <p>&nbsp;</p> <p><u>Indicators of Effectiveness:</u></p> <ul> <li>Positive client feedback</li> <li>Estate projects are completing within the timelines</li> <li>Clients refer new clients to Brown Lawyers</li> <li>Appointments take place as scheduled and lawyer and client are prepared for appointments</li> <li>Communications are dealt with promptly</li> </ul>
Requirements: <p><u>Necessary Skills and Attributes</u></p> <ul> <li>Knowledge of substantive and procedural estates law in Ontario</li> <li>Proficiency with MS Office, PC Law and Estate-a-Base</li> <li>Empathetic approach to client communication</li> <li>Organized and detail oriented</li> <li>Positive attitude</li> <li>Ability to manage multiple deadlines and priorities</li> </ul> <p>&nbsp;</p> <p><u>Key Relationship</u></p> <p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <em>Within Brown Lawyers:</em></p> <ul> <li>Estates lawyer</li> <li>Intake and engagement clerk</li> </ul> <p>&nbsp;</p> <p><em>External to Brown Lawyers:</em></p> <ul> <li>Clients</li> <li>Referral sources</li> <li>Court staff</li> </ul> Personnel at financial institutions holding estate assets