Business Transaction Specialist

3 weeks ago

Orange County CA, United States Haynes and Boone, LLP Full time

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone’s Orange County office serves the needs of California’s premier technology industries and capitalizes on the West Coast’s global access. We have vibrant practices in intellectual property (IP), in-bound Asian work, venture-funded corporate matters, and big-ticket litigation such as patent, securities, insurance coverage, and class action labor and employment matters. Our thriving economic community is home to an array of businesses, ranging from Fortune 500 companies to emerging technology ventures. Our expanded presence here heightens Haynes and Boone’s coast-to-coast capabilities while giving clients the benefits of our growing geographic base. Most of our California-based lawyers have earned engineering or technical degrees in addition to law degrees, enhancing their understanding of the intricacies of IP. Our team members have been recognized in publications such as _The_ _Best Lawyers in America _directory (Woodward/White, Inc.)_,_ _Intellectual Asset Management (IAM) Patent 1000 _(Globe White Page Ltd)_,_ and _Managing IP Magazine (_Euromoney Institutional Investor PLC). We are committed to having a diverse workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

Salary Range:
This non-exempt position provides client concierge, administrative and secretarial support for the Orange County corporate transactional group.

Essential Duties- Trusted advisor and confidant who works closely with clients to understand their unique needs and preferences.- Ability to focus on and provide strong client relationship skills which will ensure delivery of an excellent experience on each client interaction.- Act as the point-of-contact for internal and external clients, serving as a liaison with client contacts to develop personal relationships.- Anticipates client needs and provides customized recommendations that save time and enhance our clients’ overall experience.- Ability to spot opportunities for improvement and further growth in nurturing and cultivating client relationships.- Manage incoming phone calls and field/answer all routine and non-routine questions.- Coordinate meetings and appointments, and properly receives clients/guests, as requested, and provides general support to visitors.- Handle confidential information.- Work independently and within a team on special and ongoing projects.- Ability to manage multiple tasks and competing priorities, keep track of deadlines and details, and stay on top of all the moving parts involved in providing personalized service to clients.- Ability to prioritize effectively to ensure that the most important tasks are completed first.- Ability to handle unexpected challenges like last-minute changes, unforeseen problems, and urgent demands and find innovative solutions to resolve them quickly and efficiently.- Composes correspondence for client-related matters.- Maintain contact lists, appointment calendars for attorneys and business development efforts by managing and updating a database of contact points with potential clients by name and date.- Coordinate travel arrangements and changes.- Prepare, submit and reconcile expense reports.- Assist in the preparation of regularly scheduled WIP accounting reports and provide to client contact.- Perform general secretarial functions associated with firm administrative tasks, including processing new client/matter requests, client bills and time reports.- Performs general word processing of drafts, revisions and final documents for client-related matters, including correspondence, memoranda, bills, timesheets and project work, as needed. This includes proofreading and redlining work for accuracy, copy, format, etc.- Maintains electronic files.- Prepares closing binders, as needed.- Handles incoming and outgoing mail.

Other Duties- Performs other related duties and special projects as needed or assigned.

Reporting Relationship

The Business Transaction Specialist reports to the Office Administrator.

Subordinate staff: None.

**Qualifications**:
Knowledge/Experience

**Skills**:
The Business Transaction Specialist must have strong customer service skills, be a positive, high-energy team player who is results-oriented, detail oriented and very comfortable with Microsoft Office Applications. The individual must have a customer-centric mindset and put the client’s needs and interests first, anticipating the needs, and going above and beyond to provide exceptional service and support. The individual must possess strong written and verbal communication skills, with the ability to work both individually and as a member of a team. The abi

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