Initial Expectations

Please read and follow the instructions on this page. Thereafter, email a resume and cover letter to: jobs@planningwithpurposeinc.com

I do a weekly radio show on KCIS, 630am. All of my podcasts are at my radio show's website: www.legacyandfaith.com.

Please go to my website and select several random podcasts to listen to. It has been my experience that this step assists an applicant to determine if our firm culture and mission aligns with an applicant's desired work culture.

Job Description:

Planning With Purpose, a boutique law firm in Lynnwood, WA, is seeking a full-time, Personal Assistant position. We are looking for an enthusiastic candidate to perform a variety of administrative tasks that would thrive in a family-oriented atmosphere, can work as a part of a team environment, yet has the integrity to work individually to accomplish strict deadlines.

The Personal Assistant’s duties include supporting the attorney such as assisting with daily office needs, managing his administrative activities, and additional responsibilities such as communicating with clients and other professionals. No law firm experience is necessary, rather, an amazing attitude to learn and perform work that is done with excellence. Come join our firm family!

Job Responsibilities:

• Provides the attorney with day-to-day administrative support
• Communicate with clients and other professionals as directed
• Track/pay firm expenses
• Maintain tracking of building and contractor expenses
• Communicate with, schedule, and pay building maintenance and utilities
• Provide the attorney with payroll, taxes, and other expense reminders for expenses such as; DOR, Property taxes, Automatic transfers, and Attorney commission reports
• Administrative Accounting such as scanning/categorizing receipts and firm expenses, and issuing reimbursements as needed
• Maintain the attorney’s client provision list
• Track client documents leaving/returning the office as calendared
• Provide the attorney with the necessary files to be successful in maintaining calendared documents
• Answer, schedule, and/or return phone calls for professional relationships
• Manage correspondence, schedule appointments, and send confirmation to professional and/or clients
• Assist with making and tracking travel arrangements
• Properly calendar confirmed travel arrangements and review for accuracy and changes, as well as prepare and execute per diems and track firm-related mileage
• Maintain attorney recording schedule for Legacy and Faith radio show, and assist with calculating anticipated travel and holiday breaks
• Assist with personal and ministry scheduling
• Provide administrative support, transportation, and assist with travel arrangements as needed

Job Requirements:

Candidates must have a high school diploma or GED

Must report to office - not a remote job

Must dress professionally, this work is at a law office

Must have reliable transportation

A friendly, positive attitude; with a desire to get to know people

Superb time management skills and communication skills, written and verbal

Ability to take directions well

Works well independently and in a team environment

Working knowledge of office equipment, printers, scanners, etc., and standard Microsoft Office programs

Ability to prioritize tasks

Good written and verbal communication skills

Job Package:

$20 an hour, starting wage.

Paid day off for your birthday, additional paid day off each quarter, equating to an additional week of paid vacation per year

Summer Hours (July & August) schedule adjusts to 4 ten-hour days, allowing for 3-day weekends.

401k with 3% matching

Our firm fosters a healthy, supportive family culture, which promotes a positive, morale-boosting environment.

Currently, we do not provide any health benefits.

Before You Apply:

I do a weekly radio show on KCIS, 630am. All of my podcasts are at my radio show's website: www.legacyandfaith.com.

Please go to my website and select several random podcasts to listen to. It has been my experience that this step assists an applicant to determine if our firm culture and mission aligns with an applicant's desired work culture.

Thereafter, send a cover letter to jobs@planningwithpurposeinc.com with why you believe you would fit in our culture and add value to the firm.

Our Mission:

To set in motion and sustain the spirit of collaboration between Financial Advisors, CPAs, Attorneys, and other professionals to educate our clients and implement strategic, individualized planning that will create, grow, sustain, protect, and direct a client's wealth and values.

Our Values:

To infuse every client, employee, and partner with the security, hope, and peace that comes from planning their financial, family, and spiritual lives. We do this with the greatest of professionalism, integrity, and confidentiality. We hire like-minded individuals that desire to excel in every aspect of life who demonstrate character, integrity, high morality, and a passion to serve.

See below for more information