Legal Assistant (Paralegal & Administrative Support)

D.A. Davidson•Denver, CO

19h•Onsite

About The Position

D.A. Davidson Companies is seeking a Legal Assistant (Paralegal & Administrative Support) to join their legal team of 7 individuals, working closely with the General Counsel. This role blends paralegal duties with administrative support to ensure the efficient operation of legal workflows and daily business activities. The position involves managing calendars, coordinating travel and meetings, handling correspondence, preparing and maintaining legal documents, managing vendor contracts for the legal department, conducting legal research, assisting with litigation discovery, processing subpoenas, and maintaining secure legal files and processes.

Requirements

Bachelor’s degree or equivalent experience
Paralegal certificate or relevant legal training
2–5+ years of experience in a paralegal, legal assistant, or administrative support role
Strong organizational skills and attention to detail
Ability to manage multiple priorities and meet deadlines
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)

Nice To Haves

Experience in financial services, broker-dealer, or investment advisory environment
Familiarity with regulatory frameworks (e.g., SEC, FINRA)
Experience with contract management systems or legal workflow tools
Strong organizational and communication abilities
Experience managing legal documents and confidential data
Experience with electronic discovery (e-discovery) in litigation and regulatory matters and familiarity with commonly used e-discovery platforms and tools
Discretion and trustworthiness in handling sensitive information

Responsibilities

Assist attorneys with legal research, document preparation, and regulatory analysis
Draft, review, and manage standard legal documents, including agreements, disclosures, and internal memoranda
Assist with litigation support tasks, including coordinating discovery, collecting and organizing documents, assisting with filings, and tracking deadlines
Maintain internal legal department tracking logs such as litigation hold summaries, active and closed legal matter reporting, legal expense tracking and outside counsel guidelines
Support regulatory filings and maintain documentation in accordance with applicable legal requirements
Track and manage deadlines, filings, and legal matters to ensure timely completion
Maintain organized and confidential legal files and records
Coordinate the intake, review, and routing of contracts and legal materials and firm legal documents
Assist with due diligence and document compilation for transactions, audits, and inquiries
Assist with responses to subpoenas, document requests, etc.
Assist with litigation and arbitration management including documentation gathering, e-discovery and email review.
Provide primary legal and administrative support to the General Counsel
Provide administrative support to the legal team, including scheduling, correspondence, and meeting preparation
Provide administrative support to the legal team with respect to travel and expense tracking and reimbursement
Coordinate internal communications and assist in preparing presentations and reports
Support departmental processes and contribute to workflow improvements
Assist with onboarding, training materials, and internal documentation as needed
Respond to internal requests for information and documentation in a timely and professional manner
Support implementation of firm policies, procedures, and initiatives