Finance Assistant Jobs

About The Position

Requirements

• Minimum 3 years of experience as a legal administrative assistant, preferably in a law firm or financial services legal environment.
• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.
• Strong written and verbal communication skills.
• Ability to multitask, prioritize tasks, and meet deadlines in a fast-paced environment.
• Ability to proofread and format complex legal documents with accuracy.
• Demonstrated ability to work independently and within a team, showing reliability and the capacity to juggle multiple tasks effectively.
• Excellent interpersonal skills to develop and maintain effective working relationships with all levels of staff and clients.
• Strong organizational and time-management skills with the ability to prioritize tasks effectively.
• High level of discretion and confidentiality.

Nice To Haves

• Familiarity with financial services.

Responsibilities

• Schedule meetings, appointments, and travel arrangements for attorneys.
• Prepare correspondence, emails, and other communications with stakeholders.
• Handle billing, expense reports, and other administrative duties.
• Ensure confidentiality of sensitive client information.
• Prepare, format, and revise legal documents, including loan agreements, promissory notes, deeds, mortgages, and UCC financing statements.
• Conduct entity searches and file UCC financing statements as directed by attorneys or paralegals.
• Assist with the preparation, organization, and distribution of closing binders.
• Compile and track transaction costs at the time of closing.
• Provide support throughout the financing and commercial lending process, ensuring all necessary documentation and steps are completed efficiently.
• Maintain and organize electronic and physical case files, ensuring compliance with firm policies.
• Communicate with clients, financial institutions, and internal teams to facilitate smooth transactions.
• Build and maintain positive working relationships with clients, attorneys, and staff to facilitate seamless communication and collaboration.
• Conduct basic legal research and assist with due diligence tasks as needed.

Benefits

• medical
• dental
• vision
• disability
• life insurance
• 401K/profit sharing
• paid holidays
• tuition reimbursement
• paid time off including vacation time, personal time, and sick time