Business & Finance Transactional Paralegal

POSITION OBJECTIVE

The Business & Finance Paralegal works closely with attorneys on general corporate law practice areas including business formation, growth, succession planning, or sale. This position will have the ability to support counsel on a wide range of business transactions, entity formations, financing, and estate transactions. Some of the key anticipated responsibilities are listed below.

• Perform a variety of legal research and data compilation to assist with attorney client matters.
• Complete assignments involving drafting of legal documents including entity formation documents, bylaws, operating agreements, resolutions and minutes, and entity dissolution documents. 
• File documents within both state and federal systems.
• Manage the physical and electronic filing system of historical versions of transaction documents and ensure the correct versions are represented throughout the transactional process.
• Organize and index case files. Maintain an active directory of clients, cases, matters, and status.
• Manage multiple assignments and deadlines on a daily, weekly, and long-term basis. Send attorneys calendar reminders.
• Handle direct client contact and relationship management.
• Act as a liaison with opposing counsel, couriers, and third-party vendors.
• Draft, review, and oversee the execution of correspondence, research, reports, and email communication.
• Coordinate the scheduling of meetings and other matters. Maintain attorney calendars to ensure all parties are informed of upcoming commitments and deadlines.
• Ensure confidentiality and secure handling of sensitive information.
• Track and enter billable time into the firm's billing system.
• Coordinate with other Paralegals or Legal Assistants on major projects.

Please note that we champion the development of all roles. This job description is not designed to contain comprehensive listing of all responsibilities, as they may change to meet the ongoing needs of clients and the firm. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Requirements

REQUIRED QUALIFICATIONS

• Strong proficiency in Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel, with the ability to create, edit, and format complex documents and spreadsheets.
• Strong proficiency in DocuSign and Adobe.
• High school diploma or equivalent education.
• Paralegal certificate or related training.
• Five (5) or more years of Paralegal or related experience.
• Solid writing and editing skills.
• Comfort with technology, including learning and adapting to software platforms and other digital tools commonly used in law firms.

BENEFICIAL QUALIFICATIONS

• Active Notary.
• Experience with an electronic document management system like iManage.
• Experience with a billing and timekeeping software like Aderant.

ATTRIBUTES OF SUCCESS 

Analytical Detail Oriented Adaptable Resourceful Independently Motivated

Communication Skills       Critical Thinker Interpersonal Skills Time Sensitive Organization Skills

WORK ENVIRONMENT/PHYSICAL DEMANDS

While performing the duties of the job, the employee must be able to:

Travel less than 10% of the day to inside or outside worksites beyond the corporate office, representing Tucker Arensberg, P.C. Will perform sedentary work exerting up to ten (10) pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move object. Must see, hear, talk, and perform tasks requiring manual dexterity; kneeling, standing, walking, crouching, stooping, reaching, and other similar tasks requiring physical activity. Will operate a computer, fax, copier, and telephone. Work is generally performed in a temperature-controlled office environment.

REGULAR SCHEDULE

This is an hourly full-time position with a regular schedule of Monday through Friday work hours. Extended hours may be needed on occasion to complete company objectives.

WHAT YOU CAN EXPECT FROM OUR FIRM

Tucker Arensberg continually strives to develop its talent internally. The firm fosters the growth of its team and encourages ongoing learning opportunities.  

In addition to a rewarding career and competitive base compensation the firm also invests in a comprehensive benefits package including:

• Medical, Dental, and Vision plans for individual and family
• Company paid life insurance, short- and long-term disability plans
• Flexible Spending & Health Savings Account options
• Retirement plan contributions
• Paid Time Off and Firm Paid Holidays
• Tuition Assistance for education and skill development