Paralegal Assistant - Financial Services

Holland & Knight•San Francisco, CA

1d•Onsite

About The Position

The Paralegal Assistant provides clerical and administrative support to paralegals and attorneys by assisting with document management, file organization, and preparation of materials for legal matters and practice group activities. Working under direct supervision, the role handles routine, process-driven tasks that do not require advanced legal training or independent judgment. The assistant uses established procedures and firm systems to gather, organize, file, and retrieve documents, address basic issues, and escalate complex matters to higher-level staff so paralegals and attorneys can focus on substantive legal work. The position is located in the firm’s San Francisco office. The assistant is expected to maintain a regular, predictable schedule and remain engaged in work activities during business hours, unless otherwise approved or required by law.

Requirements

Bachelor’s degree.
1–3 years of experience.
Experience performing document organization, filing, and case or transaction support activities.
Knowledge of, or ability to learn, Microsoft Office Suite or Microsoft 365.
Ability to perform clerical and administrative legal support tasks under the direction of paralegals and attorneys.
Strong document management and organizational skills, including filing, indexing, labeling, numbering, and maintaining physical and electronic records.
Attention to detail when compiling, organizing, reviewing, and preparing documents and binders.
Ability to follow established procedures, instructions, and firm systems for document handling and file maintenance.
Proficiency in routine document tasks, such as converting documents to required formats and saving files to designated repositories.
Ability to work collaboratively and communicate effectively with paralegals, attorneys, and support staff.
Ability to work under direct supervision, meet deadlines, and support multiple assignments as directed.
Ability to handle basic issues independently and escalate more complex matters appropriately.

Nice To Haves

Prior experience providing clerical or legal support in a law firm, legal department, or related professional environment.

Responsibilities

Provide clerical and administrative support to paralegals and attorneys under direct supervision.
Gather, compile, organize, file, retrieve, and distribute physical and electronic documents using established firm systems and procedures.
Prepare and maintain case- and transaction-related files, including indexing, labeling, numbering, and active file maintenance.
Assist with preparing files, exhibits, binders, and document sets for trials, hearings, depositions, mediations, arbitrations, closings, and other practice group activities.
Support document production and filing activities, including compiling materials for court or regulatory filings, monitoring status, and distributing copies as directed.
Perform routine document tasks, including converting files to required formats, drafting indexes or tables of contents, and saving documents to designated repositories.
Handle basic administrative and case-support tasks, maintain confidentiality, and escalate complex matters appropriately.
Collaborate within a team while following established guidelines and instructions.
Complete special projects and other duties as assigned.