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Boly:Welch
Vancouver, Washington, United States
8 hours ago

Description

Salary: $90K-$200K DOE

Industry: Legal

What Matters Most:

  • 2-10+ years of estate planning experience (multiple roles, from entry-level to partner-level)
  • Oregon State Bar membership required
  • JD Degree required

Your New Role:

We are working on a few Estate Planning Associate positions with a number of esteemed law firms. You will be expected to handle all things relating to estate planning, such as wills, trusts, and probate matters. Working alongside skilled attorneys, you will be expected to tackle full estate planning services, such as drafting wills, managing probate, and exploring tax issues. Tactful communication is key for these client-facing roles, as you’ll identify and notify beneficiaries to relay distribution information. You’ll also meet with new clients to set up consultations, collect information, provide draft documents for review, and ensure a good working relationship.

Your New Organization:

Boly:Welch partners with the best firms in Portland. You’ll be joining a cohesive, established team who’s earned the reputation for providing excellent client service. In addition to a competitive salary, you can expect top-notch benefits and employee satisfaction.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.



Requirements

What Matters Most:

  • 2-10+ years of estate planning experience (multiple roles, from entry-level to partner-level)
  • Oregon State Bar membership required
  • JD Degree required

Job Information

  • Job ID: 59360557
  • Location:
    Vancouver, Washington, United States
    Portland, Oregon, United States
    Seattle, Washington, United States
  • Position Title: Estate Planning Associate
  • Company Name: Boly:Welch
  • Job Function: Associate
  • Job Type: Full-Time
  • Job Duration: Indefinite
  • Min Education: J.D.
  • Salary: $90,000.00 - $200,000.00 (Yearly Salary)
Professional Services
Portland , OR , US

Boly:Welch is in the people business – we recruit top talent, help clients retain employees and invest in their success. From Executive Search to Recruiting, Temporary Staffing, and HR Consulting, people matter. In 1986, partners Diane Boly and Pat Welch founded the company with the vision of connecting talented candidates with top local employers. Three decades since that beginning, and now under the active leadership of President Andrew Welch, the firm has grown organically to 40+ employees located in Portland’s histori...

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