The successful candidate will be outgoing, a team player, organized and detail-oriented. Strong client service and interpersonal skills are essential. The ability to make well-reasoned, effective decisions and manage time efficiently will be crucial to your success.
Responsibilities include assisting assigned investment management law attorneys with a broad range of legal, operational, and administrative tasks – closings, filings, registrations and corporate administrative requirements, research, preparation and analysis of documents.
- Coordinate and manage investment closings
- Coordinate and manage investments post closing
- Track status of deals for assigned attorneys
- Prepare initial investment overview and summaries for clients for review by attorney
- Assist in preparation and/or drafting of legal correspondence and investment management documents such as comment tracking charts, subscription documents, and formation documents for investment vehicles
- Open new client matter numbers for incoming client work
- Proofread and edit legal documents such as comment memoranda, side letters, and other investment management documents as assigned
- Coordinate entity registrations, filings, and requests for corporate governance documents with third party vendors
- Manage all documents and saves to repository
- File documents per in-house process
- Coordinate any mailings that need to be sent to clients in connection with closings or otherwise
- Correspond with clients and opposing counsel as necessary
- Collaborate with other in-house departments such as accounting, document processing, word processing, to ensure the smooth workflow of each matter
- Review invoices for content and report on billing status
- Assist attorneys with registrations and logistics
- Assist attorneys with conference calls and meeting coordination
- Assist attorneys with administrative tasks such as printing, expense reports, and mail as needed
- Other duties and responsibilities assigned by the assigned attorneys
To perform this job successfully, an individual must be highly organized and have an excellent attention to detail. The ideal candidate must also have very good communication skills and excellent grammar and drafting skills. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Broad computer knowledge, skills, and proficiency with Microsoft Office, web browsers, and other compatible and related software
- Demonstrates strong attention to detail
- Excellent organizational skills - setting priorities, initiative, advance planning, and flexibility
- Demonstrates strong verbal and written communications skills
- Knowledge of finance/corporate legal terminology
- Thorough knowledge of legal research techniques
- Commitment to excellent client service
- Excellent interpersonal skills
- Ability to effectively and accurately present information and respond to questions from attorneys, clients, and others
- Makes well-reasoned, effective decisions
- Meets deadlines and manages time effectively
- Collaborates and promotes team building
- Observes employee and attorney-client confidentiality
- Accessible and responsive; timely return of calls and e-mails
- Interacts in a professional manner
- Minimum 3 years of relevant/specialized work experience in a legal or professional services organization
- Bachelor’s degree
- Paralegal certificate or legal course work
This is a full-time, nonexempt position with standard working hours of 8:30am to 5:00pm. During peak periods, this role may require hours that exceed 8 hours per day and/or 40 hours per week.
To apply for this position with benefits including medical insurance, paid vacation and sick leave, competitive wages, and transportation subsidy, click here to complete the online application and attach your resume and a cover letter with salary requirements.
We look forward to hearing from you!
Foster Pepper PLLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital status, military or veteran status, disability, sexual orientation (heterosexuality, homosexuality, bisexuality or gender expression or identity), political ideology, genetic information, or any other basis prohibited by federal, state or local law.