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Wealth Management (Personal Planning) Paralegal
Wealth Management (Personal Planning) Paralegal-July 2024
Seattle
Jul 5, 2025
About Wealth Management (Personal Planning) Paralegal

  Job Description: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 both within the firm and throughout our collective communities. Work with one of the and receive great health insurance, tuition reimbursement, and paid sabbaticals.GENERAL PURPOSEAssist lawyers with document and information management, factual and legal analysis, discovery, and trial support.*This position requires 3-5 days in office.ESSENTIAL FUNCTIONSThese essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation.Assist lawyers with all phases of case support including document/information management, factual and legal research and analysis, discovery, briefings, hearings, and trial support.Maintain positive contact with clients, lawyers, and business professionals, and observe confidentiality of client matters.Organize and maintain case files, pleadings, other documents, and notebooks.Review and synthesize historical case documents.Summarize articles, reports, witness statements, and depositions.Understand protective orders and e-discovery orders/stipulations to ensure all procedures are met per client and mandated instructions.Keep timely and accurate time records.Prepare material for in-house and outside distribution.Draft basic legal documents and correspondence.Keep track of case/matter deadlines and interface with partners on case teams regularly to ensure deadlines are being met.Maintain departmental form files and systems.Perform computer database input and retrieval with an emphasis on proficiency with e-discovery platforms including but not limited to Logikcull and DISCO.Understand the e-discovery process.Be present at work during regularly scheduled working hours and as required in the job position, consistent with the firm's attendance expectations.SPECIFIC SKILLS REQUIREDDemonstrated skills in document/information management.Ability to express self effectively, both orally and in writing.Ability to establish effective working relationships with firm lawyers, business professionals, client personnel, and other professionals.Possess strong organizational skills and attention to detail.Ability to handle multiple tasks and multiple concurrent deadlines.Ability to work well under pressure and independently.Proficiency in MS Office Applications, including Word, Outlook, and Excel.SPECIFIC SKILLS PREFERREDKnowledge of various phases of litigation, discovery, and trial procedures. Demonstrated ability to take initiative and exercise discretion and independent judgment.EDUCATION AND EXPERIENCERequires a bachelor's degree and two years of paralegal experience.Paralegal certificate preferred.Experience with litigation court procedures in the United States Tax Court and Texas state courts a plus (but not required).Experience with automated litigation support software required.This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, accrued paid time off plan starting at 20 days annually, personal medical and parental leave, up to ten paid Holidays, and family care benefits. More information regarding benefits and programs may be found.This position may be filled in the following location(s). The compensation depends on qualifications and experience.Washington State compensation range: $52,120 to $83,390 annually#LI-HybridPerkins Coie LLP is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religi

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