Job Description

About Us

Ellis, Li & McKinstry PLLC is a well-established firm specializing in a number of practice areas. Our busy estate planning and probate team is seeking an executive assistant to manage client projects and workflow. Though we may be a smaller firm, we act like a big firm in many ways. We have a sophisticated practice and great resources including software and technology. We’re focused on helping our team members develop their own expertise. We believe in work/life balance and overtime is rare. We have periodic lunches together, holiday celebrations, and summer events, including attending a Mariner’s game together. We have a collegial environment and care about our staff.

This is a new position in the firm and is a wonderful opportunity for someone who wants to grow and expand the role. You will be working directly with the attorney and paralegal in this department and will assist the attorney in managing his client files. This is a busy, client-facing role that needs a motivated self-starter.

About You

You have current experience working in a professional service environment (financial planner/advisor, client account management, etc.) and the best part of your day is interacting with clients. Estate planning requires a warm, inviting and dynamic personality that puts clients at ease with what can be emotional decisions. You thrive on organization, keeping processes on track, and having your finger on the pulse of the practice, always being one step ahead! You are tenacious about creating, monitoring, and protecting deadlines for both yourself and our busy estate planning attorney. You completely embrace the use of technology in daily workflow and have extensive experience working with Microsoft Office applications, and case management tracking systems, as well as Adobe Pro. You look forward to the opportunity to improve existing processes, as well as suggest and create new tracking procedures. You take pride in your excellent communication skills, both verbal and written, and are able to easily transition from independent worker to active team leader!

Your duties will include but are not limited to:

• Creating a system for tracking client engagements
• Keeping task management system up to date
• Organizing attorneys’ schedules and task lists to complete client engagements
• Scheduling client appointments
• Corresponding with clients and gathering client information
• Entering client information into system
• Organizing information for attorney review
• Tracking progress of a client’s matter
• Creating business marketing tools, documents, or newsletters
• Serving as a dependable team member for estate planning and related projects
• Becoming an expert in all aspects of a client’s engagement

Your Experience & Qualifications:

• 4+ years’ experience working in a professional environment
• Fluent in technology, including Office 365, Adobe, file share, document management, document creation, and task management systems
• Excellent verbal and written communication
• Proven understanding of and commitment to client services
• Willingness to take on new challenges, responsibilities, and assignments
• Exceptional attention to detail and organizational skills

We value our staff and offer*:

• Health insurance fully paid for employee
• Vision, dental and life insurance
• Disability insurance
• 401k
• Paid time off
• Flexible spending account
• ORCA card for commuting
• Reimbursement for work related courses
• Growth potential

*Waiting period may apply. Subject to change without notice.

Salary is dependent on experience. Resumes will be held in the strictest confidence.

To apply for this unique and exciting opportunity, please submit a detailed resume as well as a cover letter telling us why you are searching for a new position and why you’re the best fit for our firm. You are also requested to complete the Indeed skill assessment that will be sent to you.

Emails sent directly to the firm, phone calls or in-person applications will not be accepted. No agencies please.

Thank you for your interest in our firm. We will be contacting those candidates who we feel are the best fit for our firm.

Job Type: Full-time

Pay: $33.00 - $38.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Seattle, WA: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office: 4 years (Preferred)
• Administrative Assistant: 4 years (Preferred)

Work Location: One location

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