Job Details Description Lane Powell has nearly 150 years of experience serving as a strategic business advisor and legal counsel to premier public and private companies. Our lawyers work with a venerable list of clients in the Pacific Northwest and around the globe — from Fortune 500companies to small businesses and startups — and we take great pride in serving not only as their trusted legal counsel, but also as their partners in business.
Position SummaryClerks on the Private Client Services Team work closely with attorneys and other team members to provide exceptional service to clients in areas such as estate and gift planning, estate administration, family business governance and transition planning, family office services and dispute resolution matters.
The ideal candidate will have an aptitude for client service and the ability to exercise sound judgment and extreme discretion with respect to confidential and sensitive information.
Essential FunctionsClient Service Exercise sound judgment and extreme discretion with respect to confidential and sensitive information in all assignments, communications, and information receivedUpload multiple account statements and tax documents for clients at various financial institutions and accounting firms onto client sitesCommunicate directly with clients re information needed and providing sameOrganize client asset information, research asset values, and prepare related multiple-page spreadsheetsFile and Document Management Assemble and prepare documents for mailingPrepare draft client correspondence and pleadingsAssist with organization of documents, including maintenance of electronic and paper filesMaintain multiple Firmex sites for clients with minimal supervisionOrganize and assemble exhibits for estate and gift tax returnsRevise and reformat documents in Word and ExcelOpen files and prepare draft client engagement lettersClose filesAssemble executed client document binders and draft accompanying correspondenceOther Administrative Support Complete work requests as assigned by attorneys, paralegals and legal assistantsArrange complex and detailed travel plans and itineraries for multiple attorneysTranscribe voicemail messages and attorney dictationSchedule meetings and coordinate reservations for conference rooms and lunchesAssist with compliance reports to state bar associationsProcess expense reports and invoice disbursement requestsPhotocopy, scan and faxAssist with shredding large number of documentsAssist paralegals with maintenance and organization of corporate recordsOpen and sort incoming mail for multiple attorneysBilling Time Track and bill time on specific tasks as directedPrepare billing analysis of invoices paid or pending invoices to breakdown types of feesMinimum QualificationsHigh School diploma or GEDNotary Public in the State of Washington (or prepare to obtain)Preferred QualificationsExperience working in the legal or professional services industryRequired SkillsExperience with Microsoft Office suite, especially Outlook, Word and ExcelAbility to learn to new software applications quicklyStrong oral and written communication skills, including the ability to be conciseAptitude for on-the-job learningStrong interpersonal skills, including the ability to remain focused and professional while working with demanding individualsAbility to perform a variety of tasks under time pressure, often changing assignments on short noticeAttention to detailSound judgment and extreme discretion with respect to confidential and sensitive informationHours / Schedule / Location:37.5 hours per week / Monday through Friday 8:30 AM – 5:00 PM / On-site in the Seattle officeThis is a full-time, non-exempt position that requires regular and predictable attendance. Overtime may be required during periods of high demand.Infrequent travel may be required for cross-office projectsThis position reports directly to the Private Client Services ManagerThis position will require on-site work.Salary Range:$45,000 to $53,000 annuallyOther Compensation:Other compensation may include bonuses, profits sharing, HSA employer contributions, prizes and giftsBenefits:Medical, dental, vision, and Life and AD&D insurance, additionally we offer voluntary accident, hospital indemnity and critical illness insurance plans401(k) Retirement and Profit Sharing planPaid Time Off - we offer PTO starting at 18 days annually for employees that accrues per pay periodPre-Employment ScreeningAny job offer will be conditional upon successfully completing a pre-employment background screening and reference check. Lane Powell PC is an equal opportunity employer and actively encourages applications for employment from qualified individuals of diverse backgrounds. If you need reasonable accommodations to apply for any position, please let us know. All employment decisions, practices and procedures are carried out without regard to gender, race, color, religion, national origin, political ideology, age, marital status, disability, sexual orientation, gender identity, honorably discharged veteran or military status, or any other applicable legally protected status. This policy applies to all personnel activities including employment, promotion, transfer, compensation and termination. Qualifications Education RequiredDiploma or better.
Experience PreferredExperience working in the legal or professional services industry
