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Estate Planning Legal Secretary

Bend, OR 97702

Employment Type: Direct Hire Position Type: Secretarial Job Number: 25227 Rate DOE: $62,000 to $75,000

Job Description


Position: Estate Planning Legal Secretary 

Location: Bend, OR 

Pay: $62,000 to $75,000 annually 

Experience: 5+ years’ experience providing a high-level support to attorneys while producing a high volume of consistently excellent work product and promoting communication between attorneys and clients. 

Education: Bachelor’s degree or equivalent is preferred. 

Type: Full-time; Direct Hire  

Schedule: Monday – Friday, 8:30am to 5:00pm 

Kent Daniels & Associates is seeking an Estate Planning Legal Secretary to join our dynamic law firm client!    

Job Description:   
  • Reading and interpreting Estate Planning documents, and inputting attorney edits. 
  • Prepare complex documents, correspondence, memoranda and other legal documents; Interact with clients, attorneys, and other staff; schedule and prepare for meetings. 
  • Prepare all files/documents for meetings and attend required meetings. 
  • Open new files/client matters, request conflict of interest checks, and maintain all client/general files. 
  • Notarize documents, and handle eRecording of documents. 
  • Track status of work using BigHand software, input daily updates, including correspondence, scheduled calls/meetings.  
  • Handle special projects.  
  • Receive clients/visitors.  
  • Maintain positive contact with clients and observe confidentiality of matters. 
  • Organize and prioritize numerous tasks and complete under time constraints.  
  • Professional interpersonal skills necessary to communicate and follow instructions effectively from a diverse group of clients and attorneys and work within required deadlines. 

Position Requirements:     
  • Must have working knowledge of iManage and Microsoft Office (Word, Excel, PowerPoint, Outlook). 
  • Knowledge of ProLaw or BigHand (preferred). 
  • Effective interpersonal and communication skills.
  • Excellent organizational skills and attention to detail.  
  • Work closely with other administrative support staff (conflicts, records, office services) and participate in legal support team concept.  
  • Establish and maintain harmonious working relationships with supervisors, co-workers, and clients by performing the following essential functions. 

Kent Daniels & Associates is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold and delivered to enable universal access to the American Dream. 

We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. 

Job Requirements


Position: Estate Planning Legal Secretary 

Location: Bend, OR 

Pay: $62,000 to $75,000 annually 

Experience: 5+ years’ experience providing a high-level support to attorneys while producing a high volume of consistently excellent work product and promoting communication between attorneys and clients. 

Education: Bachelor’s degree or equivalent is preferred. 

Type: Full-time; Direct Hire  

Schedule: Monday – Friday, 8:30am to 5:00pm 

Kent Daniels & Associates is seeking an Estate Planning Legal Secretary to join our dynamic law firm client!    

Job Description:   
  • Reading and interpreting Estate Planning documents, and inputting attorney edits. 
  • Prepare complex documents, correspondence, memoranda and other legal documents; Interact with clients, attorneys, and other staff; schedule and prepare for meetings. 
  • Prepare all files/documents for meetings and attend required meetings. 
  • Open new files/client matters, request conflict of interest checks, and maintain all client/general files. 
  • Notarize documents, and handle eRecording of documents. 
  • Track status of work using BigHand software, input daily updates, including correspondence, scheduled calls/meetings.  
  • Handle special projects.  
  • Receive clients/visitors.  
  • Maintain positive contact with clients and observe confidentiality of matters. 
  • Organize and prioritize numerous tasks and complete under time constraints.  
  • Professional interpersonal skills necessary to communicate and follow instructions effectively from a diverse group of clients and attorneys and work within required deadlines. 

Position Requirements:     
  • Must have working knowledge of iManage and Microsoft Office (Word, Excel, PowerPoint, Outlook). 
  • Knowledge of ProLaw or BigHand (preferred). 
  • Effective interpersonal and communication skills.
  • Excellent organizational skills and attention to detail.  
  • Work closely with other administrative support staff (conflicts, records, office services) and participate in legal support team concept.  
  • Establish and maintain harmonious working relationships with supervisors, co-workers, and clients by performing the following essential functions. 

Kent Daniels & Associates is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold and delivered to enable universal access to the American Dream. 

We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. 

Additional Information

Kent Daniels and Associates is a legal staffing service specializing in the placement of temporary, temp-to-hire and full-time regular employees in law firms and corporate legal departments in Los Angeles, San Francisco, San Diego, and nationwide. We staff all positions in law firms and all three shifts - day, swing and graveyard. Kent Daniels was established in 1986, giving us 37 years of experience finding candidates legal jobs in law firms nationwide. Applicants will be considered in a manner consistent with federal, state, and local requirements as applicable. Salary ranges are provided in good faith at the time of posting and represent the compensation KDA/our clients are willing to pay for the advertised position. Exact compensation will be determined by a wide range of factors including but not limited to experience level, education/training, relevant skills, business needs and location.
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About Bend, OR

Explore Job Opportunities Near Bend, Oregon! Nestled in the heart of Central Oregon, Bend offers a stunning backdrop of the Cascade Mountains and the Deschutes River, making it an ideal place to grow both personally and professionally. With a booming tech industry, vibrant arts scene, delicious farm-to-table dining options, and countless outdoor recreational activities like hiking, mountain biking, and skiing, Bend truly has something for everyone. Take the next step in your career journey by browsing our job listings in this thriving area filled with charm and endless possibilities.
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