Transactional Paralegal

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The Business & Finance Paralegal works closely with attorneys on general corporate law practice areas including business formation, growth, succession planning, or sale. This position will have the ability to support counsel on a wide range of business transactions, entity formations, financing, and estate transactions. Some of the key anticipated responsibilities are listed below.

• Perform a variety of legal research and data compilation to assist with attorney client matters.
• Complete assignments involving drafting of legal documents including entity formation documents, bylaws, operating agreements, resolutions and minutes, and entity dissolution documents.
• File documents within both state and federal systems.
• Manage the physical and electronic filing system of historical versions of transaction documents and ensure the correct versions are represented throughout the transactional process.
• Organize and index case files. Maintain an active directory of clients, cases, matters, and status.
• Manage multiple assignments and deadlines on a daily, weekly, and long-term basis. Send attorneys calendar reminders.
• Handle direct client contact and relationship management.
• Act as a liaison with opposing counsel, couriers, and third-party vendors.
• Draft, review, and oversee the execution of correspondence, research, reports, and email communication.
• Coordinate the scheduling of meetings and other matters. Maintain attorney calendars to ensure all parties are informed of upcoming commitments and deadlines.
• Ensure confidentiality and secure handling of sensitive information.
• Track and enter billable time into the firm’s billing system.
• Coordinate with other Paralegals or Legal Assistants on major projects.

REQUIRED QUALIFICATIONS

• Strong proficiency in Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel, with the ability to create, edit, and format complex documents and spreadsheets.
• Strong proficiency in DocuSign and Adobe.

• High school diploma or equivalent education.
• Paralegal certificate or related training.
• Five (5) or more years of Paralegal or related experience.
• Solid writing and editing skills.
• Comfort with technology, including learning and adapting to software platforms and other digital tools commonly used in law firms.

BENEFICIAL QUALIFICATIONS

• Active Notary.
• Experience with an electronic document management system like iManage.
• Experience with a billing and timekeeping software like Aderant.

RS521262_1779396639

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