By-Law Compliance Clerk (Peterborough)

By-Law Compliance Clerk (Peterborough)

24 Oct
|
Gauvreaucpa
|
Peterborough

24 Oct

Gauvreaucpa

Peterborough

We are currently seeking a Law Clerk to join ourPeterboroughoffice. At Gauvreau Accounting Tax Law Advisory, we're passionate about helping entrepreneurs achieve their goals. By bringing together professionals across accounting, tax, law, and advisory, we support business owners at every stage of their journey. This is a unique opportunity to join our small, cooperative legal service line, where you'll take on meaningful work, build trusted client relationships, and play an integral role in delivering exceptional service to clients, all while benefiting from the expertise and resources of a multidisciplinary practice. The Wills & Estates Law Clerk plays a critical role in supporting lawyers with a wide range of estate planning and administration matters. Key areas of focus include preparing wills, powers of attorney and other estate planning documents; and ensuring compliance with applicable legal and regulatory requirements. Assist with the preparation and execution of wills, powers of attorney, trusts, and other estate planning documents. Assist with estate administration and probate matters, including preparing applications and supporting documentation, maintaining checklists, tracking deadlines, and organizing estate files. Gather and organize information relating to estate assets, liabilities, beneficiaries, and testamentary documents, including conducting searches through relevant government agencies, financial institutions, land registries, and corporate registries. Assist with estate accounting,



including preparing statements of assets and liabilities, receipts and releases, distributions, and other related documentation. Assist with the transfer, sale, and distribution of estate assets, including real property, corporate interests, investments, and personal property. Assist with estate tax matters and clearance certificate applications, including coordinating with accountants and the Canada Revenue Agency as required. Research and interpret legal procedures, statutes, rules, and regulations relating to wills, estates, probate, and trusts. Provide administrative support to lawyers, including organizing files, preparing signature packages, coordinating will signings, scheduling meetings, and managing correspondence. Maintain accurate records of estate assets, distributions, undertakings, deadlines, and outstanding matters, and assist with the preparation of reporting and closing documentation. Maintain and update wills and estates precedents under the supervision of a lawyer to standardize processes and improve operational efficiency. A diploma in a related Legal Administration and/or Law Clerk program is preferred. A minimum of 3 years’ experience in a corporate clerk role, within a legal environment. Microsoft Office, Ecore, Treefort, Clio, Teraview, Notice Connect, and Ministry/Government search and registration platforms. Ability to take initiative and work under pressure with minimal supervision. Use of Artificial Intelligence (AI): Learn more

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📌 By-Law Compliance Clerk (Peterborough)
🏢 Gauvreaucpa
📍 Peterborough

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