Business & Finance Transactional Paralegal
About The Position
The Business & Finance Paralegal works closely with attorneys on general corporate law practice areas including business formation, growth, succession planning, or sale. This position will have the ability to support counsel on a wide range of business transactions, entity formations, financing, and estate transactions. Some of the key anticipated responsibilities are listed below. Please note that we champion the development of all roles. This job description is not designed to contain comprehensive listing of all responsibilities, as they may change to meet the ongoing needs of clients and the firm. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- Strong proficiency in Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel, with the ability to create, edit, and format complex documents and spreadsheets.
- Strong proficiency in DocuSign and Adobe.
- High school diploma or equivalent education.
- Paralegal certificate or related training.
- Five (5) or more years of Paralegal or related experience.
- Solid writing and editing skills.
- Comfort with technology, including learning and adapting to software platforms and other digital tools commonly used in law firms.
Nice To Haves
- Active Notary.
- Experience with an electronic document management system like iManage.
- Experience with a billing and timekeeping software like Aderant.
Responsibilities
- Perform a variety of legal research and data compilation to assist with attorney client matters.
- Complete assignments involving drafting of legal documents including entity formation documents, bylaws, operating agreements, resolutions and minutes, and entity dissolution documents.
- File documents within both state and federal systems.
- Manage the physical and electronic filing system of historical versions of transaction documents and ensure the correct versions are represented throughout the transactional process.
- Organize and index case files. Maintain an active directory of clients, cases, matters, and status.
- Manage multiple assignments and deadlines on a daily, weekly, and long-term basis. Send attorneys calendar reminders.
- Handle direct client contact and relationship management.
- Act as a liaison with opposing counsel, couriers, and third-party vendors.
- Draft, review, and oversee the execution of correspondence, research, reports, and email communication.
- Coordinate the scheduling of meetings and other matters. Maintain attorney calendars to ensure all parties are informed of upcoming commitments and deadlines.
- Ensure confidentiality and secure handling of sensitive information.
- Track and enter billable time into the firm’s billing system.
- Coordinate with other Paralegals or Legal Assistants on major projects.
Benefits
- Medical, Dental, and Vision plans for individual and family
- Company paid life insurance, short- and long-term disability plans
- Flexible Spending & Health Savings Account options
- Retirement plan contributions
- Paid Time Off and Firm Paid Holidays
- Tuition Assistance for education and skill development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
51-100 employees
