Legal Administrative Assistant - Financial Services

What You’ll Do

• Act as the go‑to person for your team, providing guidance and organizational support
• Draft correspondence and revise large documents and agreements
• Download documents from data rooms
• Assist with transactions and closings, including preparing closing books, execution copies, stand‑alone signature pages, and compiling fully executed copies of agreements
• Support administrative details with respect to billing, filing, accounting, docketing, and expenses
• Manage and organize documents within the document management system and assist with file organization
• Monitor deadlines and manage reminder systems
• Open new client matters and manage related administrative processes
• Maintain and update client contact information using the Firm’s Client Relationship Management software
• Assist with tracking business development activities