Legal Assistant, Advanced Planning & Services - Toronto, ON

Job description

Requisition ID: 256276 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Legal Assistant supports the Corporate Estate Specialist (CES) and the Advanced Planning Team by providing legal‑administrative, organizational, and document‑preparation support. This role functions under the close supervision and direction of the CES, contributing to the coordination and preparation of materials used in advanced planning engagements involving high‑net‑worth and ultra‑high‑net‑worth clients. Key Responsibilities: 1. Information Gathering & Document Organization 2. Preparation of Planning Materials 3. Administrative & Coordination Support 4. Internal Collaboration & Relationship Support 5. Team Support & Operational Efficiency - Collect, organize, and maintain client information, corporate documents, ownership charts, and related materials as instructed by the CES. - Prepare background files and document packages to support CES review. - Ensure materials are complete, accurately formatted, and filed according to team standards. - Support data entry and maintain document repositories and engagement folders. - Draft basic components of stru...