Legal Assistant

About the role

Legacy Business Services provides entrepreneurs, real estate investors, traders, and small business owners with an integrated suite of services designed to support the creation, protection, and growth of their businesses. Our services span entity formation, legal structuring, tax strategy, business credit building, asset protection, and estate planning. We are part of a fast-growing, highly collaborative organization with a strong emphasis on accountability, proactive problem-solving, client service, and doing things the right way.

This is a hybrid legal and executive support role working closely with our Chief Legal Officer and existing paralegal team. The right person will help keep the many moving pieces of our legal operation organized, accurate, and moving forward while also providing direct administrative and executive support to the CLO.

Responsibilities

• Prepare and coordinate formation and qualification filings for LLCs, corporations, and other business entities.
• Assist with state and county filings, including the preparation of applicable government forms and supporting documentation.
• Coordinate both electronic and physical recordation of legal documents, including situations where documents, checks, or filing packages must be mailed directly to counties, agencies, or other offices.
• Coordinate deed recordation and other real estate-related filings with counties and third-party recording partners.
• Work with registered agents, filing services, e-recording providers, CSC, state agencies, and other third-party vendors to resolve filing issues or rejections.
• Maintain accurate records of entity formations, filings, recordations, and other legal work in progress.
• Ensure documents and filing packages are complete, accurate, and delivered to the appropriate party on time.
• Maintain and organize corporate governance documents, including operating agreements, bylaws, resolutions, deeds, assignments of beneficial interest, revocable land trust documents, and entity formation and qualification documentation.
• Coordinate document templates and information between internal legal staff, clients, and outside counsel.
• Review finalized documents received from counsel for completeness and accuracy before they move forward.
• Ensure final documents are properly executed, stored, and easily retrievable.
• Own and monitor DocuSign workflows, including outstanding signatures and follow-up.
• Communicate with outside counsel regarding document preparation, revisions, finalization, and timelines.
• Send templates and supporting information to counsel and track outstanding work product.
• Follow up proactively when documents or responses are overdue.
• Help manage client expectations around legal timelines and outstanding requirements.
• Gather required information and documentation directly from clients.
• Provide timely client follow-up and ensure clients understand where they are in the process.
• Review completed work before delivery to help identify missing or inaccurate information.
• Maintain accurate client stages, notes, and next steps within HubSpot.
• Assist with invoicing and payment-related correspondence to ensure legal professionals and vendors are paid appropriately and outstanding items are addressed.
• Own and maintain the CLO's calendar; create calendar invitations for meetings that are coordinated outside of standard scheduling tools.
• Immediately add ad hoc meetings, calls, and commitments to the calendar so nothing is missed.
• Proactively block focused work time for the CLO to complete priority tasks.
• Help manage competing requests coming from executives, clients, internal teams, and outside counsel.
• Create and maintain a highly organized, prioritized master to-do list.
• Convert handwritten notes, Slack messages, emails, and verbal requests into actionable tasks.
• Review priorities regularly with the CLO and identify what needs to happen next.
• Follow up on outstanding items and help hold the CLO accountable to agreed-upon priorities and deadlines.
• Monitor time-sensitive items and surface anything requiring immediate attention.

Qualifications

• 3+ years of Legal Assistant, Executive Legal Assistant, Paralegal, or comparable legal support experience.
• Previous experience working within a law firm or directly under in-house counsel.
• Experience managing legal documents, filings, deadlines, and multiple concurrent matters.
• Strong experience communicating with clients, attorneys, executives, and third-party service providers.
• Strong administrative and organizational capabilities.

Benefits

• Role Growth – Opportunity to advance to the Chief Legal Officer’s right-hand person; also opportunity to advance to associate attorney.
• High-Growth, sophisticated industry – work on sophisticated transactions, mergers, operating agreements with companies we acquire/work with.
• Ongoing Professional Development – gain experience from working directly with the Chief Legal Officer.
• Intentional Support – work with an exceptional team of seasoned individuals with years of experience you can learn from.

Pay

Base Salary: $50,000–$60,000 annually

Schedule

Full-time, 8:00 AM–5:00 PM Eastern Time, remote in the US.

PTO/Benefits Package

• 20 days (4 weeks) paid vacation
• 10 days for bereavement/sick/personal days
• Insurance package
• 401(k) plan
• Professional development support