332 6th Avenue SW, Suite 900 Calgary, AB, T2P 0B2
Carscallen LLP
info@carscallen.com
403-262-3775

Resource Assistant: Corporate, Wills & Estate

Resource Assistant: Corporate, Wills & Estate

The role of Resource Assistant is varied and responsible for providing a broad range of administrative and operational support to a busy legal team.

Key Areas of Support

  • General administrative assistance such as maintaining the lawyer’s calendar, (i.e., coordinating and scheduling meetings and appointments), and managing emails to and from clients and lawyers.
  • Provide desk coverage for Legal Assistants during absences and vacations.
  • Drafting, proof-reading, formatting, converting, and editing a variety of legal documents and providing blacklines using comparison software.
  • Conducting due diligence searches and review materials, as required.
  • Printing and scanning documents for signing/reporting.
  • Closing files.
  • Preparing retainer letters and coordinating with clients on opening files.
  • Maintaining an organized documentation and file management system.
  • Supporting with lawyer’s accounts, including preparation of bills and letters for billing.
  • Communicating with clients regarding accounts receivable and tracking accounts receivable.
  • Experience in Wills and Estates and Estate Litigation is key.
  • Organizing, labelling, and categorizing records for use in litigation.
  • Diarization of files and entering and tracking limitations, follow-up dates, and deadlines.
  • Minute Book experience.
  • Experience with closings, including trust transactions, wires and organizing/maintaining.
  • Closing Book documents and signature packages.
  • Binder preparation, scanning and photocopying.
  • Provide back-up coverage to reception.

Competencies and Behaviours

  • Exceptional customer service mindset and ability to work with a wide variety of tasks in a professional manner.
  • A pro-active self-starter.
  • Clear and professional oral communication skills.
  • Attentive listening, including asking for clarification when needed.
  • Clear and informative written communication, including meticulous attention to detail, and ability to appropriately vary writing style. Excellent spelling and grammar.
  • Skilled in prioritizing, anticipating work needs, and navigating occasional periods of pressure.
  • Respect for client and firm confidentiality, as well as general rules of ethical behaviour applicable to lawyers.
  • High level of proficiency with MS Suite, Worldox/NetDocuments and/or legal document management system, Spin, and web-based programs such as Adobe, DocuSign, and Esilaw360.
  • Commissioner for Oaths a plus.

Education & Experience

  • Legal Assistant diploma from a recognized institution
  • Minimum of 3 – 5 years experience working in a professional legal environment

Note: This position is in-office, Monday to Friday (7-hour day).