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Organization TypeLaw Firm
Date Last Verified
Legal Assistant - Investment Management DUTIES: Answers phone calls for assigned attorneys. Opens new client matter numbers for incoming client work. Tracks status of deals for assigned attorneys. Prepares initial investment overview for clients and submits for review by attorney. Proofreads and edits legal documents such as comment memoranda, side letters, and other investment management documents as assigned. Assists 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. Coordinates entity registrations, filings, and requests for corporate governance documents with third party vendors. Compiles executed documents for closings. Manages all documents and saves to repository. Files documents per in-house process. Coordinates any mailings that need to be sent to clients in connection with closings or otherwise. Corresponds with clients and opposing counsel as necessary. Collaborates 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 . Assists attorneys with CLE registrations and logistics. Assists attorneys with conference calls and meeting coordination. Assists attorneys with administrative tasks such as printing, expense reports, and mail as needed. Performs other duties and responsibilities assigned by the assigned attorneys.
Qualification and Experience
QUALIFICATIONS: Bachelorâ€™s degree (B.A.) and 3+ years of relevant/specialized work experience. Legal or professional services organization experience is preferred . Paralegal certificate is preferred . Broad computer knowledge, skills, and proficiency with Windows Operating System, Word Processing, Spreadsheets (Excel), Presentations (Power Point), Internet (IE, Chrome, FireFox), and other compatible and related software. Demonstrates strong attention to detail. Excellent organization 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.
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Company infoHiring Coordinator