Legal Assistant

Legal Assistant - Estate Planning

About Heltzel Williams PC

Heltzel Williams PC is a well-established and highly respected law firm with roots dating back to 1907, located in downtown Salem, Oregon. We are proud of our collaborative culture, commitment to exceptional client service, and long-standing reputation in the community.

We currently have an immediate opening for a full-time Legal Assistant in our growing Estate Planning Department. This position offers an excellent opportunity to develop valuable legal and administrative skills while working closely with attorneys and clients in a supportive, team-oriented environment.

Position Summary

We are seeking a highly organized, detail-oriented, and client-focused Legal Assistant to support attorneys in our estate planning practice. The ideal candidate is self-motivated, able to manage multiple priorities, and committed to producing accurate, high-quality work. This role combines administrative support, client interaction, and substantive legal document preparation.

Qualifications

• 1+ years of experience in a legal assistant, administrative assistant, or related professional office role preferred
• Proficiency in Microsoft Word, Outlook, Adobe Acrobat, and Excel
• Strong organizational, administrative, and time-management skills
• Exceptional attention to detail and accuracy
• Ability to manage multiple tasks and meet deadlines
• Excellent written and verbal communication skills
• Professional and courteous client-service skills
• Ability to work independently and collaboratively as part of a team
• Experience with document management systems preferred
• Estate planning or probate experience is a plus but not required

Essential Duties and Responsibilities

• Provide administrative support to attorneys and other legal staff
• Maintain attorney calendars, schedule appointments, meetings, and client conferences
• Coordinate conference room reservations and meeting preparation
• Prepare drafts of estate planning documents, correspondence, and other legal documents
• Proofread and format documents for accuracy, consistency, and professional presentation
• Notarize and witness estate planning documents (firm-paid notary training provided)
• Open new client matters and maintain information within the firm's practice management and billing systems
• Manage attorney task lists and monitor deadlines
• Maintain and organize electronic and physical client files
• Process, file, and retrieve correspondence, records, and legal documents
• Conduct basic research and provide support for attorney projects as assigned
• Communicate with clients, financial advisors, and other professionals in a professional and responsive manner
• Assist in ensuring efficient workflow and exceptional client service throughout the estate planning process

Benefits Include:

• Health insurance
• Medical cafeteria benefit plan
• Paid vacation and sick leave
• Nine paid holidays annually
• 401(k) plan with employer match
• Profit sharing
• Annual performance and compensation reviews
• Year-end bonus opportunities
• Paid parking

Position Details

Job Type: Full-time

Schedule:

• Monday through Friday
• Day shift
• No evenings or weekends
• 40 hours per week

Work Location: In person, Salem, Oregon

Pay: $4,000.00 - $5,200.00 per month

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Free parking
• Health insurance
• Paid sick time
• Paid time off

Work Location: In person