Paralegal

Are you an exceptional trust administration paralegal looking for an exciting position that will utilize your talents and inspire you to reach your full potential? If so, the Law Office of Eden Rose Brown, LLC welcomes you to apply!

Our firm, headquartered in beautiful Salem, Oregon, has earned a national reputation for helping caring clients create, preserve, and protect meaningful legacies for themselves and their loved ones. When our clients pass away, we are there to help surviving spouses and families transition their legacy with compassion, competence, and kindness.

This position requires the quiet confidence and professionalism necessary to handle sensitive, confidential matters involving affluent clients and complex assets, along with the warmth and compassion essential to supporting clients during an emotional and often difficult time in their lives. You will interact with and build relationships with our clients, their family members, CPAs, financial advisors, and other professionals in person, via email, and through telephone and video communications.

While strong technical and organizational skills are essential, we believe the personality and character of the person in this role are equally important. We are seeking someone who is kind, personable, emotionally intelligent, collaborative, and genuinely enjoys being part of a supportive team environment. The ideal candidate communicates with warmth and professionalism, builds strong relationships easily, and approaches both clients and coworkers with patience, empathy, and respect.

We are committed to fostering a supportive, collaborative environment where team members are encouraged to grow professionally while making a meaningful difference in the lives of our clients and their families.

What you'll do:

As a Trust Administration Paralegal, you will work with settlement counsel to ensure clients’ trust estates are administered efficiently, smoothly, and accurately. You will communicate directly with Trustees and the client’s professional team to review estate planning documents, inventory assets, assess date-of-death values, develop a complete understanding of the deceased’s assets, estate structure, and distribution plan. You will facilitate the administration process from beginning to end, including meeting with Trustees and family members, gathering information, creating asset schedules and spreadsheets, confirming beneficiary designations, obtaining tax ID numbers, coordinating estate tax returns and 1041s, and drafting legal documents. Ultimately, you will be responsible for ensuring trust assets are properly distributed to designated beneficiaries and final accountings are completed and filed.

If you enjoy working with people, can work independently, are comfortable with numbers and spreadsheets, and thrive in a supportive, team-oriented environment, we encourage you to review the information below and apply.

Qualifications, Education, and Experience:

Bachelor’s Degree in Accounting, Business, Finance, Economics, or a related field with at least 2 years of experience in estate planning, trust administration, or a related field

OR

At least 5 years of experience in estate planning, trust administration, or a related field.

A basic familiarity with the Oregon and federal estate tax system and Oregon Uniform Trust Code.

Proven aptitude with Clio or other legal software, Microsoft Word, Excel, PowerPoint, and Outlook.

Excellent communication and grammar skills.

Highly organized with superior attention to detail.

Keyboard speed of at least 50 WPM.

We are seeking someone who takes pride in their work, values teamwork and professionalism, and is excited to make a meaningful impact in the lives of the families we serve.

Hours:

Monday through Friday, 8:30 am to 5pm with a half hour lunch break. In office, no remote.