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Perkins Coie Trust Company Executive Assistant
Perkins Coie Trust Company Executive Assistant-March 2024
Seattle
Mar 31, 2026
About Perkins Coie Trust Company Executive Assistant

  Job Description:GENERAL PURPOSEProvide administrative support to the President & CEO and Chief Trust Officer & EVP of Perkins Coie Trust Company (PCTC), coordinate projects, and facilitate ongoing responsibilities across PCTC teams to ensure effective client services through account administration. The role will also provide compliance and budgeting support and will assist with marketing efforts for PCTC.ESSENTIAL FUNCTIONSThese essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation.General Support: Provide administrative support for the CEO and EVP of PCTC.Perform general administrative functions, such as handling incoming client calls, processing mail and invoices, preparing correspondence, expense reports, and other documentation, managing calendars and docket entries, and maintaining contract records and files.Coordinate travel arrangements, meetings, and events when appropriate.Communicate directly and on behalf of the CEO and EVP with clients and PCTC teams. Research, prioritize, and follow up on incoming issues and concerns addressed to the President, including those of a sensitive or confidential nature. Determine appropriate course of action, referral, or response.Serve as the backup for the department budget and record keeping, including processing invoices and variance reports, tracking reimbursements, assisting with reporting on department financials, and assisting in analysis.Conduct research and retrieve management reports and other information from trust and investment systems.Organize electronic files and file folders, including official client files, in keeping with record retention policy using the firm's Document Management System (DMS).Support PCTC's Board and Committees, including organizing and scheduling meetings and events, and preparing and distributing meeting notification, correspondence, and agenda materials.Create and maintain Board and Audit Committee books.Prepare and/or edit minutes for regular and special meetings of the Board and Committees.Prepare and/or edit resolutions and official correspondence for members of the Board.Coordinate the monthly Cannon calls.Risk/Compliance: Assist teams in the administration of policies and procedures for PCTC.Assist with maintaining department procedures, the policy manual, and data/document collection for internal and external audits.Prepare, coordinate, and distribute documents for internal meetings, including creating presentations when required.Marketing: Provide administrative support for department marketing functions.Assist in the development, ongoing updates, and distribution of marketing literature and coordinate the preparation of marketing updates.Provide support to the development and maintenance of PCTC's website for both intranet and Internet.Trust Administration, Operations & Investments: Provide support for PCTC teams.Provide administrative support to trust administration, investments, and operations in cash management, bill payment, and reporting.Support client intake with new accounts and the account closing processes.Provide department support at month, quarter, and year ends with statement processing, quarterly performance, tax work, etc. (including sorting, reviewing, and mailing).Perform other duties, as assigned.Be present at work during regularly scheduled working hours and as needed in the position, consistent with the firm's attendance expectations.SPECIFIC SKILLS REQUIREDAbility to work proactively with others to support efforts.Sufficient organizational skills to prioritize assignments and contribute to PCTC's ability to meet or exceed goals and standards.Demonstrated research and analytical skills for use in problem-solving work.Ability to under

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