PearTreeis theinnovatorof the flow-throughsharedonationfinancingstructurewhichunitesthe Canadianresource andcharitable sectors.PearTreeworkswithCanadianResource Exploration Companies to arrange andclosestructuredFlow ThroughDonationFinancings,while atthe same time helpingmajor gift donorsreduce theirafter-taxcost so they cangivemore to their favouriteCanadiancauses.

PearTreeCanada is committed to fostering a collaborative, innovative, and supportive work environment. We value integrity, excellence, and engagement, and we strive to create a workplace where every team member feels empowered and appreciated.

TheRole:

We areseekingan experienced andoperationally minded law clerk or legal assistant to join our back office. In this role, you would be part of a small group responsible for generating client account and transactional documents. In addition to working directly on client documents, the successful candidate will be involved in liaising with other departments to ensure efficient and timely workflows, and the seamless execution of deal-related and post-deal administrative processes, contributing to the overall efficiency and compliance of the firm's operations.

MAIN RESPONSIBILITIES

- Preparation of investor packages, reports and ancillary documents
- Assembly of client documents using Formstack document assembly software on Salesforce platform
- Completion of limited partnership offering and ancillary documents
- Preparation and filing of tax reporting slips
- Maintaining client files including entering, updating and verifying clients' data in CRM




- Track back-office workflow and follow-up as needed to meet deadlines
- Coordinate with Client Services and other departments as needed to manage logistics
- Participate in testing enhancements and additions to automated document production
- Complete other duties and special projects as may be assigned

EDUCATION LEVEL

- A Law Clerk Diploma or equivalent legal experience.

SKILLS,KNOWLEDGEAND EXPERIENCE

- Minimum 5 years' experiencein atransactionalsecurities legal roleworkingwithin the financial services industry or a business law firm
- Robust attention to detail
- Strong knowledge of Microsoft Office Suite (including Word, Excel, and Power Point) with advanced skills in Word and PDF
- Experience with Salesforce is a definite asset
- Ability to multitask and manage priorities in a rapid-paceddeadline drivenenvironment.
- Strong verbal and written communication abilities
- Excellent organizational and project management skills
- Commitment tomaintainingconfidentiality and professionalism

SALARY RANGE

- Salary range is expected to be between $75,000 - $95,000 CAD

* Right now, we support a hybrid approach to our work model. This gives everyone the best of both worlds - a mix of home and in-office workdays. Schedules will bedeterminedin partnership between individuals, managers, and the team.

Only those candidates who will be selected for further consideration will be contacted. PearTree Canada is committed to supporting diversity and accessibility. If you require an accommodation throughout the recruitment process, we will work with you to meet your needs.

📌 Legal Assistant/Law Clerk (Toronto)
🏢 PearTree Canada
📍 Toronto