Legal Assistant

Law Office of Eden Rose Brown•Salem, OR

16d

About The Position

Boutique Estate Planning Firm is hiring a Word-Class Legal Assistant. We are seeking a dedicated Legal Assistant to provide our clients with an exceptional customer service experience while supporting our attorneys with critical administrative and case-related tasks. This role is essential to maintaining smooth daily operations and creating a positive, lasting impression for our clients. To excel in this position, you’ll need a strong combination of empathy, clear communication, attention to detail, and solid technical skills. You will play an integral role in enhancing attorney efficiency, streamlining workflows, and helping our firm deliver high-quality service at every stage of the client experience. Our firm is growing rapidly, and we are intentionally building a high-performing “A-Team.” We are looking for someone who can hit the ground running and thrive in a fast-paced, client-focused environment.

Requirements

Previous customer service experience and experience working in an office setting in a clerical or administrative role are required; legal experience is a plus
Ability to manage multiple tasks and cases simultaneously over extended periods, while tracking key dates, communicating updates to the appropriate team members, and prioritizing work to ensure no deadlines are missed
Comfort using computers and common office applications, including Word, Excel, PowerPoint, and similar tools.
Excellent spelling, punctuation, and grammar are essential
Strong attention to detail and a high level of accuracy to avoid costly errors for clients and the firm
A positive attitude and collaborative, team-oriented mindset are required in this role. We value a drama-free, respectful, and supportive work environment

Nice To Haves

Familiarity with Clio and NumberCruncher is a plus
legal experience is a plus

Responsibilities

Gather and verify client information
Prepare and organize asset transfer files and folders
Calendar deadlines and send timely reminders
Organize and maintain case files
Copy, scan, and properly file client documents
Prepare and print materials for asset transfer meetings
Mail documents to financial institutions as needed
Prepare and print agendas, flowcharts, and other legal documents for review and signing meetings
Create, format, and edit PowerPoint charts and presentations
Email or upload required documents to the Client Portal for meetings and follow-up
Perform data entry for client contact and general information
Make reminder calls to clients
Prepare and track receipts for client documents