An established law firm is seeking an experienced and motivated Paralegal to join our team of estate planning professionals in our Portland, Oregon office.
In this role, our Legal Assistants/Paralegals: handle potential new client calls, including conflict checks and entry, and coordinate meeting for consultations; draft estate planning documents; assist attorneys by maintaining working knowledge of the client file in order to track the progress of the file; coordinate document signings with our clients; and provide additional administrative and attorney support as needed. Client relationship management skills are a big plus, as we put our clients’ needs and experience first!
This position is full-time, non-exempt.
The firm offers competitive compensation, commensurate with experience and other bona-fide factors. Benefits include: paid vacation and personal leave allowance, paid holidays, a comprehensive health care plan that includes coverage for acupuncture and chiropractic services and dental and vision coverage, employer-paid long-term and short-term disability, 401k retirement plan and more! We also offer a hybrid work environment, use of our on-site gym and fun firm events!
If you are a highly motivated and organized individual with a passion for estate planning, we encourage you to apply for this exciting opportunity.
We welcome all applicants and strive to provide a workplace in which all employees feel included, respected and valued.
Subject-Matter Experience:
· At least two years of practical experience supporting attorneys who practice estate planning in Oregon. Washington, a plus.
· Demonstrate, knowledge, experience and proficiency in:
- Estate planning processes that would allow you to effectively communicate information to clients;
-Tracking the estate planning processes, including tracking deadlines, reminders, and other necessary dates using electronic systems;
- Assisting with case management;
- Reviewing estate planning documents to determine certain information;
- Communicating with clients to keep them apprised of the status of their file or to obtain additional information necessary to prepare their documents; and
- Terms that are used in the estate planning practice.
· Demonstrate an understanding of standard estate planning documents and the purpose of the documents.
· Demonstrate a general understanding of the probate/trust administration process.
Technical Experience:
· Demonstrate proficiency:
- using Microsoft Office 365 programs, including Word for purposes of formatting and preparing documents.
- Managing attorney calendars using cloud-based software.
- Demonstrate proficiency using Adobe Acrobat to convert Word documents in .pdf format.
- Ability to learn and use cloud-based document-management and case-management software.
Administrative Experience:
Demonstrate experience with the following:
· Taking calls from potential new clients and obtaining necessary information to be able to process the call and schedule the potential new client.
· Calendar management, including coordinating and calendaring appointments.
· Maintain working knowledge of the client file.
Communication and Public Relations Skills:
· Accurately and clearly communicate with clients and internal team members by relaying information verbally and in writing.
· Provide information regarding procedures and explain processes.
· Meet with clients to review and sign documents as needed.
· Clearly communicate directly with clients to obtain information necessary to complete documents.
Miscellaneous:
· Demonstrate experience and willingness to work in a team environment.
· Demonstrate experience in being a self-starter and staying organized.
· Demonstrate experience where you have to ask clarifying questions in order to obtain the information needed to complete tasks and/or projects.
· Demonstrate application of high attention to detail.
· Ability to demonstrate experience in being able to quickly shift priorities.
Physical Requirements:
· Ability to sit for long periods of time.
· Ability to walk to other locations within the building (some areas located on different floors).
· Ability to lift no more than 20 pounds, on occasion.