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Legal Assistant

Law Office of Eden Rose Brown

Legal Assistant

Salem, OR
Full Time
Paid
  • Responsibilities

    Boutique Estate Planning Firm is hiring a World Class Legal Assistant.   We are looking for a legal assistant to provide our clients the ultimate customer service experience and handle very important support tasks for our attorneys. To excel in this position requires the right combination of empathy, communication skills, attention to detail, and technical skills. You'll play an integral role in creating a memorable client experience, enhancing the efficiency of our attorneys and staff, and helping the firm manage and streamline its workload. This important position involves critical administrative duties related to customer service and direct attorney support. The firm is growing, and we need front-line support to “keep the trains running on time” and keep our clients happy. We are growing fast, and we are investing time and energy in building our A-Team. We are looking for someone who can hit the ground running. We are not looking to train a Legal Assistant. Initial compensation will be based upon prior experience. Raises and bonuses will be based on job performance. The position is full-time and offers paid holidays, sick time and PTO, health insurance, plus a matched SIMPLE IRA retirement plan for full time employees. Responsibilities: • Gather client information  • Prepare Trust Administration files • Prepare and organize asset transfer files and folders • Calendaring deadlines & sending reminders • Assist the Funding Director with drafting letters, deeds, and beneficiary designation forms • Assist the Trust Administration paralegal with preparation of forms and documents • Organize case files • Copy, scan and file client documents • Prepare and print documents for asset transfer meetings • Mail documents to financial institutions • Prepare and print agendas, flowcharts and other legal documents for review meetings and signing meetings • Prepare and edit Powerpoint charts and slides • Email or upload to Client Portal necessary documents for meetings and follow up • Data entry for client contacts and general information • Make reminder calls to clients Qualifications: • Customer service experience and experience working in an office in a clerical/administrative role is required. Legal experience is a plus. • You will be working on many tasks and cases concurrently, over long periods of time. We expect you to keep track of key dates, keep the right people informed, and prioritize your time so that we never miss a deadline. • You must be comfortable with a computer and common office applications (Word, Excel, Powerpoint, and so on); Familiarity with Clio and NumberCruncher is a plus. • You must have excellent spelling, punctuation, and grammar – this is a deal breaker. • A penchant for accuracy and attention to detail are required to avoid mistakes that can cost our clients (and us) dearly. • You MUST be a positive person and a team player. If your middle name is “Drama,” you will not be successful here. Compensation: $16 - $18 an hour

    • Gather client information  • Prepare Trust Administration files • Prepare and organize asset transfer files and folders • Calendaring deadlines & sending reminders • Assist the Funding Director with drafting letters, deeds, and beneficiary designation forms • Assist the Trust Administration paralegal with preparation of forms and documents • Organize case files • Copy, scan and file client documents • Prepare and print documents for asset transfer meetings • Mail documents to financial institutions • Prepare and print agendas, flowcharts and other legal documents for review meetings and signing meetings • Prepare and edit Powerpoint charts and slides • Email or upload to Client Portal necessary documents for meetings and follow up • Data entry for client contacts and general information • Make reminder calls to clients • Prepare receipts for client documents