Job Details

Corporate/Transactional Case Clerk/Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

1-2 yrs required

Location

San Francisco, CA

Posted on

Nov 14,2017
Practice Area
Corporate >> Corporate - General
Litigation >> Litigation - General/Commercial
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Corporate/Transactional Case Clerk/Paralegal Duties: Reports to the Director of Practice Support, Paralegals and Records and to the Practice Group Leaders of the groups to which the Case Clerk is assigned; works under the direction of attorneys on assigned matters. May also delegate assignments and provide guidance to Case Clerks. Under the direct supervision of an attorney, support the delivery of quality legal services to clients by performing clerical and technical tasks that require accuracy, attention to detail, strong organizational skills, strong written and oral communication skills, and computer proficiency. Assists the attorneys, Senior Paralegals and Paralegals in all aspects of corporate work, focusing on the organization and maintenance of documents and transactional information. Assists attorneys with the organization of documents for corporate transactions; assists in organizing closing documents. Organizes documents for mailing. Proofreads and redlines documents. Maintains corporate form files. Prepares and files Fictitious Business Name Statements with proper government departments. Prepares UCC and other corporate forms. Assists with corporate formations. Updates shareholder lists. Monitors stock information. Obtains information from state and local agencies regarding filing requirements. Orders fictitious business name and UCC searches. Calendars securities filing due dates and UCC separations. Performs factual research. Maintains and updates investment accounts. Assists with minute book inventory. Drafts enclosure letters for recording or filing of original documents. Obtains filing checks and coordinates with Accounting. Verifies proper execution of corporate documents, such as checking for signatures, notarization, etc. Advanced Support: As Case Clerks gain experience and develop a greater understanding of corporate work, the attorneys, Senior Paralegals and Paralegals may delegate more advanced tasks, supervising the Case Clerks in projects regarding pre-closing, document preparation, closing, and post-closing activities, as well as other corporate work. Cooperates with Team Efforts: Demonstrates effective teamwork and provides assistance to other Case Clerks and Paralegals as time permits. Works cooperatively and collaboratively with other departments and individuals in the firm. Prepares and submits time sheets on a timely basis. Case Clerks are expected to log 1200 client-billable hours/year. Time logged to certain assigned practice development and pro bono matters may be credited towards this billable hour requirement. Case Clerks are expected to work overtime as required. Clerks are required to complete a self-evaluation and a professional development plan each year, using the Professional Development Checklist as a guide.: Drafts routine memoranda and correspondence. Performs other related duties as assigned.

Qualification and Experience

Requirements: Bachelor’s Degree required; certificate from an ABA approved Paralegal training program or equivalent work experience preferred. 1-2 years' prior legal experience as a Corporate Case Clerk or Paralegal is required. knowledge of the procedures, terminology and documents relating to corporate matters. Strong organizational skills, interpersonal skills, and attention to detail. Proficiency in the use of Microsoft Office software (Word, Outlook, Excel), and corporate forms systems. Excellent communication skills, both written and verbal. Ability to work effectively within a team environment and to work proactively. Strong time management skills and the ability to work under pressure in a fast-paced environment; ability to coordinate multiple tasks concurrently.

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Review:

"Decent Areas of Practice"

Current Employee - Reviewed on October 24, 2017

Pay your workers what they are worth. Improve the way management functions.

Pros : They have a decent amount of practice areas. There is an opportunity for growth here. The staff is enjoyable to work with.
Cons : The pay could be better than it is. Management can be hard to work with.
Current or former employee? : Current Employee

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