Boly:Welch
Job Number: 15987
Salary: $60K-$75K DOE
Industry: Legal
Must Haves:
- 3-5+ years of client service experience, preferably in estate planning, wealth management, or banking
- Proficiency in Microsoft Word and Adobe Acrobat required
- Experience with Clio preferred
- High School Diploma or equivalent; Bachelor’s degree preferred
Your New Role:
Are you looking to put your client service skills to use helping people secure their futures? Join this boutique estate planning firm as their new Legal Assistant/Paralegal!
In this role, you’ll be the main point of contact for clients and will manage the firm’s calendars. Additionally, you’ll draft pleadings, correspondence, and documents related to probate and trust administration, and e-file with Oregon courts. You’ll collaborate with tenured paralegals and will even take on some billable work.
Clients will come to you with questions, and you’ll handle in-person signings, so excellent communication and people skills are essential!
This is an in-office position.
Your New Organization:
This small firm specializes in guardianships and conservatorships, probates, estate planning, trust administration, and Medicaid planning. It’s a family firm with good energy and a great work-life balance. The partners are generous, loyal, and value long-term employees.
Benefits include paid health insurance, an IRA with firm contribution, disability insurance, a discretionary annual bonus, paid time off, and free parking.
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To apply for this job please visit apply.bolywelch.com.