🛠 Tech Stack

💼 About This Role

You'll support a collaborative Legal and Compliance team at a top RIA, managing contracts, compliance filings, and insurance programs. Your work will directly enable the firm to maintain the highest ethical standards and serve clients’ financial goals. This is an in-office role at our Seattle headquarters, with strong growth and community culture.

🎯 What You'll Do

• Oversee CLM system and maintain legal files.
• Prepare legal documents and regulatory filings.
• Manage insurance portfolio and audit support.
• Lead cross-functional compliance and legal projects.

📋 Requirements

• Minimum 2-3 years as legal assistant or paralegal.
• Proficiency in Microsoft Office Suite and document management systems.
• Strong understanding of legal terminology and procedures.
• Ability to handle confidential information with discretion.

✨ Nice to Have

• Associate's degree or paralegal certificate.
• Experience in financial services (RIA preferred).
• Familiarity with ERISA and securities regulations.

🎁 Benefits & Perks

• 🏥 Fully paid medical, dental, vision for employees.
• 🏖️ 3+ weeks PTO starting day one, plus winter break and summer Fridays.
• 💰 401(k) match up to 3% and equity ownership opportunities.
• 👶 13 weeks paid parental leave for birthing parent.
• 📚 100% reimbursement for required training and certifications.

🚩 Heads Up

• Role mixes paralegal, compliance, and insurance administration responsibilities.
• Heavy focus on administrative tasks despite requiring 2-3 years experience.
• Associate's degree or paralegal certificate preferred but not required; may undervalue role.