Transactional Legal Assistant

• Draft, proofread, edit, and finalize legal documents, including contracts, agreements, closing documents, letters, and correspondence.
• Assist with the preparation of transactional documents such as corporate formations, amendments, and other entity filings.
• Ensure documents comply with firm standards and applicable legal formatting requirements.
• Prepare closing binders and maintain transaction checklists to ensure all deliverables are met.
• Manage attorney calendars, schedule meetings, calls, and deadlines related to client matters.
• Track key dates, critical deadlines, and follow-ups for transactions, filings, and deliverables.
• Coordinate with clients, opposing counsel, and third parties to schedule and confirm meetings or closings.
• Handle routine administrative tasks such as time entry, expense reports, and billing coordination for attorneys.
• Manage travel arrangements, meeting logistics, and other administrative needs.
• Maintain confidentiality and professionalism in handling sensitive client and firm information.

Qualifications

• Education: High School Diploma or equivalent is required. Bachelor’s degree is a plus.
• Experience: 3+ years of corporate and/or transactional experience, preferably supporting multiple attorneys in a mid-size to large law firm or a similar environment.
• Technical Skills:
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Experience with legal document management software, such as iManage.
  • Familiarity with legal terminology, processes, and protocols.

Core Competencies

• Attention to Detail: Demonstrates accuracy in handling documents and following legal protocols.
• Organizational Skills: Manages multiple tasks effectively, maintaining organization under tight deadlines.
• Communication: Displays clear, professional, and courteous communication skills with internal and external stakeholders.
• Discretion and Confidentiality: Handles sensitive information with integrity, ensuring compliance with legal and corporate standards.
• Time Management: Prioritizes tasks and meets deadlines in a fast-paced legal environment.

Work Environment

• This position is currently hybrid offering four remote workdays per month (subject to change). The remaining work days require in-office attendance in the Orange County office.
• The office environment is professional, collaborative, and focused on supporting high-stakes legal work in a law firm.
• Overtime may be required on an as-needed basis.

Physical Demands

• Sitting or standing for extended periods.
• Frequent use of a computer keyboard, mouse, and other office equipment like telephones, scanners, and printers.
• Light lifting and carrying, typically weighing up to 15 pounds.

Moving between offices, meeting rooms or file storage areas.