Client Portfolio Conformer

Perkins Coie is seeking a qualified and dynamic individual to take on the role of a Client Portfolio Conformer working with the Private Client Services practice group. This is an entry-level position for someone interested in learning about personal planning. The Conformer’s primary responsibility is to process originally signed client documents. Other responsibilities would be to assist the practice group attorneys and legal practice assistants (“LPA”s) with administrative tasks when time permits. 

In addition, as a member of the Perkins Coie LLP professional support business professional team, this position is also responsible for promoting and maintaining the good will and reputation of the firm. In this capacity, the Client Portfolio Conformer is expected to maintain the highest level of professional conduct and confidentiality.

This position requires ability to work in the Seattle office three days a week and Bellevue office two days a week.

ESSENTIAL FUNCTIONS

These essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation.

• Update File Site files.
• Check to see that all documents are scanned to shared systems.
• Check signatures, seals, and boxes.
• Update/Create document index.
• Prepare portfolios to send to clients, either electronically or hard copy.
• Update will vault database and create Vault Folders if necessary.
• Docket for 5-year estate planning review.
• Draft letter enclosing copies or portfolio (if necessary sending a hard copy).
• Perform other duties, as assigned.

SPECIFIC SKILLS PREFERRED

Basic computer skills and knowledge of MS Office applications (Adobe Pro, Word, Excel, Outlook). Familiarity with office equipment such as scanners, copiers, etc. Must be able to work independently as well as establish effective working relationships within a team environment. Must be a self-starter with strong attention to detail. Must have excellent grammar and proofreading skills. Ability to accurately type 60 wpm. Ability to express self effectively both orally and in writing. Basic familiarity with standard law firm office procedures.

EDUCATION AND EXPERIENCE

Requires a high school diploma or equivalent. Minimum of one year of office experience or equivalent preferred.

At Perkins Coie, we look for self-motivated individuals dedicated to providing value and superior service and who have a high degree of integrity and enthusiasm for their work. We have created a company culture based on collaboration, devotion to serving our clients, and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities. Work with one of the 100 Best Companies to Work For and receive great health insurance, tuition reimbursement, and paid sabbaticals.