Transactional Legal Assistant

About the role

This position reports to the CEO, their assigned attorneys and paralegals, and legal assistant team lead.

Responsibilities

• Transactional Legal Support
  • Draft, revise, and proofread correspondence, memoranda, and complex legal documents, including transactional and corporate materials, real estate documents, and regulatory filings.
  • Support the full transaction lifecycle by maintaining checklists, preparing closing binders, tracking key documents, and facilitating execution and closing deliverables.
  • File and record documents with courts, county clerks, Secretary of State offices, and other governmental agencies, including SEC filings through EDGAR.
  • Maintain organized electronic and physical client files in accordance with firm policies and document management standards.
  • Conduct conflict checks and assist with legal and public records research.
  • Manage attorney calendars and meeting logistics, including scheduling, travel coordination, and preparation for client-facing activities.
• Real Estate and Litigation Support
  • Support attorneys in real estate and related litigation matters, including condemnation, quiet title, probate, and similar proceedings.
  • Prepare and file pleadings and other court documents, ensuring accuracy and timeliness.
  • Facilitate service of process and track responses and related activity.
  • Monitor case deadlines, including filings, hearings, and publication requirements, and maintain organized tracking systems.
  • Coordinate filings, recordings, and case-related expenses, ensuring timely processing and follow through.
  • Assist with preparation and delivery of final offer packages and track responses.
• Executive and Board Support
  • Manage executive calendar activity and related logistics, including meetings, client development efforts, and firm events.
  • Coordinate Board and leadership meetings, including annual schedules, retreats, and special initiatives.
  • Prepare and distribute meeting materials, ensuring clarity, organization, and follow up.
  • Support the preparation and maintenance of attorney employment documentation, including offer letters, shareholder agreements, and separation materials.
  • Maintain strict confidentiality in all executive, Board, personnel, and firm matters.

Qualifications

• Associate degree in legal studies or related field and minimum of three (3) years relevant work experience; or minimum of five (5) years of relevant work experience
• Notary preferred
• Knowledge of local, out-of-state, and federal court litigation documentation, deadlines and filing procedures (both e-filing or paper requirements)

Required Skills

• Exceptional organizational and time-management skills with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills, including advanced proofreading and document formatting abilities.
• Advanced proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and Adobe Acrobat.
• Experience with document management systems and legal software platforms, including NetDocuments, Elite, PACER, OSCN, SEC/EDGAR, and Secretary of State filing systems preferred.
• Advanced Microsoft Word formatting and styles experience.
• Ability to learn new software applications and filing systems quickly.
• Strong attention to detail, accuracy, and quality control.
• Ability to work independently while collaborating effectively with attorneys, paralegals, administrative staff, and firm leadership.
• Demonstrated professionalism, discretion, and sound judgment when handling confidential and sensitive information.
• Commitment to providing exceptional client service and supporting the unique needs of attorneys and practice groups.

Physical Demands

While performing the duties of this job, the employee will be required to read from hard-copy paper and computer screen, sit, talk, hear, use wrist, hands, and fingers repetitively to type, write, operate computer and other office equipment/machinery, handle and grasp paper and other office objects. Additionally, the person in this position will remain in a stationary sitting position 90% of the time working on a computer; occasionally moving about our office to visit and meet with others and/or attend meetings, access file cabinets, use office machinery, etc., which will require bending and lifting of items less than 25 lbs. The typical office environment is of moderate noise level, an indoor temperate environment, and light levels that are bright and conducive to minimal eye strain. Little to no travel is expected for this position.