Legal Assistant (Business & Tax)

On a typical day you will:

• Effectively partner with attorneys and maintain good working relationships with clients, staff, attorneys, and other contacts (agencies, vendors, etc.)
• Sustain a high degree of attorney confidence, minimal backlog and minimal overtime
• Extensive interaction with clients; act as intermediary with clients and respond to client requests
• Type, proofread, run comparisons, and edit correspondence, memoranda, agreements and other legal and business documents from notes, templates, drafts, or dictated text under time sensitive deadlines
• Set up, organize, and maintain data rooms for transactions
• Maintain due diligence/document production checklists
• Identify and organize documents for closings of complex financing or acquisition transactions
• Prepare initial checklists, manage format, and ensure uniformity across documents
• Monitor and update checklists, organize signature packets, and review documents for completeness
• Maintain electronic records of final executed documents and produce/distribute closing transcripts
• File relevant documents in client minute books
• Maintain equity ownership information
• Docket reminders for annual corporate filings (e.g., stock plan registration)
• Manage client billing process including: enter attorney time; process and review monthly prebills and invoices
• Monitor and calendar deadlines
• Maintain attorney and client records, including email and other electronic records
• Run conflicts checks; manage client intake and open new client and new matter files
• Prepare, submit and track expense reimbursement reports and third-party vendor check requests
• Make travel arrangements
• Schedule conference rooms using Resource Scheduler and arrange for food service and audio visual equipment as needed
• Schedule and coordinate appointments, meetings and conference calls and maintain calendars
• Maintain and track continuing legal education (CLE) records for attorneys
• Maintain up-to-date forms, including collaboration with word processing on templates
• Answer, screen, and respond to phone calls
• Open and route mail, attaching appropriate files and documents
• Maintain a deep understanding of attorney's practices and goals, as well as firm objectives, policies, and procedures; proactively seek development opportunities and collaborate with supervisor to meet them; raise concerns or ideas with supervisor, and collaborate on solutions that support team and firm success
• Check in regularly with attorneys to ensure all aspects of projects are on track. Prompt as needed. Exercise careful judgment about when to ask for guidance.
• Take initiative to understand attorneys' client service needs; identify opportunities to contribute to client relationship success by raising concerns and/or opportunities to improve; offers potential solutions and is willing to participate in the agreed upon course of action to reach the desired goals

Join us if you have:

• 6+ years' experience as a legal assistant in a law firm environment is required
• GED or High School Diploma
• Ability to read and write English
• Ability to understand and follow work directions, manage multiple priorities and respond to urgent requests with minimal supervision
• Ability to take initiative and ownership of projects and follow them through to completion, regardless of who is doing the work.
• Proficient in Microsoft Office Suite, with strong word processing and computer skills. Experience with MS365 a plus. Proofreading, Adobe/Kofax, DocuSign, NetDocs, Excel and PowerPoint skills desired
• Excellent keyboarding, grammar, spelling and proofreading skills
• Excellent communication skills, both oral and written, with clients, firm members, and other business contacts
• Exceptional interpersonal and customer service skills, as well as the ability to handle stressful situations in a calm, composed manner
• Ability to work effectively in a team-oriented, service environment
• Demonstrate a growth mindset; participate in innovation initiatives
• Ability to pay close attention to detail and be highly organized and accurate
• Strong time management skills
• A highly professional demeanor and appearance - adhere to dress code
• Availability and willingness to work overtime as needed or requested

Who We Are

What's in it For You?

• Choice of health and vision insurance plans
• 2 paid volunteer days for qualifying community service work
• Dental plan
• Fertility and adoption benefit
• Paid sabbatical after 13 years of service
• Tuition reimbursement
• Commuter benefits
• Retirement contribution