Legal Assistant at PearTree Canada (Ontario)

Legal Assistant at PearTree Canada (Ontario)

06 Aug
|
PearTree Canada
|
Ontario

06 Aug

PearTree Canada

Ontario

Elevate your career as a Legal Assistant with PearTree Canada, embracing a hybrid work model. Engage in client documentation and ensure efficient back-office operations while supporting the innovative flow-through donation financing structure.

PearTree Canada is seeking a dedicated Legal Assistant or law clerk with operational experience. This role involves preparing investor reports, assembling client documents, and coordinating with various departments to optimize workflow. Your expertise will contribute to seamless execution in a supportive work environment.

Key Responsibilities:
• Prepare investor packages and ancillary documents
• Assemble client documentation using Formstack with Salesforce




• Complete partnership offering and tax reporting slips
• Maintain and verify client files in CRM
• Track workflow and coordinate with other departments

Requirements:
• Minimum of 5 years in transactional securities law
• Law Clerk Diploma or equivalent legal experience
• Proficiency in Microsoft Office, especially Word
• Salesforce experience is a plus
• Solid multitasking and organizational skills

Become a valuable part of PearTree Canada by leveraging your legal expertise and organizational talents.
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📌 Legal Assistant at PearTree Canada (Ontario)
🏢 PearTree Canada
📍 Ontario

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