Paralegal (Finance)

Consultative Search GroupNew York, NY

About The Position

This role will be responsible for managing and leading all supportive aspects of finance-related cases or transactions, while maintaining closing checklists, coordinating closings, preparing signature pages, and following up on post-closing items, including preparation of related closing indices and binders. This role will be located in either our New York or Los Angeles office.

Requirements

  • Demonstrate effective verbal and written communication with clients, outside vendors, and other parties
  • Exhibit proficient knowledge of internal software applications, such as word processing, internet searching skills, spreadsheets, and databases
  • Possess knowledge of MS Office applications, specifically MS Word, MS Excel, and MS Outlook
  • A minimum of four (4) years of law firm-related experience as a paralegal
  • A bachelor’s degree or equivalent
  • A paralegal certificate from an ABA-approved program or signed declaration, if located in a California office

Responsibilities

  • Assisting attorneys and other paralegals with due diligence including reviewing and retrieving data room documents
  • Preparing an electronic share folder for closing through our global technology group
  • Ordering and requesting from vendors articles of organization and incorporation and corporate, and tax certificates of good standing in appropriate jurisdictions, helping to resolve issues, if any
  • Drafting forms, letters, or other documents, both legal and non-legal
  • Anticipating typical work for a transaction, and working with supervisors to ensure all aspects are addressed
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