Overview

The Paralegal: Finance provides critical support to attorneys in high-volume, deadline-driven finance practice. This role is responsible for assisting with all phases of transactions, including document preparation, due diligence, closing coordination, and post-closing management. The position requires exceptional attention to detail, strong organizational and interpersonal skills, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

Essential Functions:

Document Drafting and File Maintenance

• Review appropriate documentation in order to draft a wide range of transactional documents, including UCC financing statements, amendments and terminations, closing checklists, corporate charters, LLC and partnership formation documents, resolutions and consents, officer certificates, and other ancillary instruments
• Prepare and submit EIN applications
• Obtain CIK codes and CUSIP numbers for securities
• Edit documents such as promissory notes, security agreements, and finance statements
• Manage signature page coordination, including distributions, collection, and quality control

Due Diligence & Public Records

• Order, analyze, and summarize lien searches
• Obtain business entity documents from public offices, including certified charters, good standing certificates, and other corporate records
• Coordinate with UCC Compliance Department and file UCC financing statements, amendments, and termination statements

Closing Coordination

• Proactively participate in closings by creating and maintaining detailed closing checklists, preparing and circulating closing documents and deliverables, and coordinating effectively with all levels of the Firm, clients, and outside vendors

Post-Closing & File Management

• Organize and assemble transaction documents, including electronic binders and post-closing deliverables
• Ensure all transaction materials are properly archived in accordance with Firm protocols

Qualifications, Experience and Personal Attributes

Education/Training/Certifications:

• Bachelor's degree required
• Paralegal certificate from ABA approved paralegal program preferred

Professional Experience:

• Prior law firm experience preferred
• 6-10 years of related experience preferred

Technical Skills:

• Proficiency in Microsoft Office products, required
• Knowledge of vendor platforms for the preparation of UCCs, preferred

Performance Traits:

• Strong written and verbal communication skills, able to communicate effectively and in a professional manner
• Ability to work in a diverse team environment and effectively support the evolving needs of the Firm
• Ability to work under pressure, meet deadlines with shifting priorities
• Must be a self-starter with a high level of initiative
• Strong customer service skills, able to anticipate needs
• Strong attention to detail, organizational skills and the ability to handle multiple projects
• Maintains confidentiality and exercises discretion
• Exercises solid strategic thinking and problem-solving skills

Physical Requirements:

• May require occasional lifting of up to 20 lbs.

This description is not exhaustive, and the Firm may modify it at any time at its sole discretion; nothing herein creates an employment contract or alters the at-will nature of employment.

We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth.

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Posted Pay Range

The typical pay scale for this position is between USD $73,000.00/Yr. and USD $97,000.00/Yr., although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified.