Transactions Assistant - Corporate

Summary

The Corporate Transactions Assistant is a key member of the corporate legal team that assists attorneys, paralegals, and clients (which include many startups and mature companies) with financings, mergers & acquisitions, new company formations and corporate governance matters. The Corporate Transactions Assistant is involved in many aspects of transactions, ensuring corporate/deal documents are organized, preparing/ updating documents and spreadsheets, maintaining up to date capitalization databases, preparing closing volumes, coordinating and tracking transaction signature collection, gathering information for internal and external sources, maintaining accurate corporate records and otherwise helping with transactions tasks.

It is a perfect position for someone interested in business, corporate law, startups, mergers and acquisitions, and working in a law firm environment.

This position is located in our San Francisco office and offers a hybrid work schedule.

• Proficiency in Word and Excel.
• Experience and/or interest in learning and working with cutting‑edge legal tools and software.
• Strong communication and interpersonal skills to regularly interact with both clients and legal team members.
• Excellent organization and attention to detail skills to manage and track legal documents and spreadsheets with multiple users and versions and prepare and maintain checklists.
• Ability to work in a fast‑paced environment.
• Ability to prioritize multiple assignments and meet deadlines.
• Organize documents for attorney review.
• Assist attorneys, paralegals, and clients in executing corporate transactions, including tracking, organizing, editing documents, researching public records, assisting with electronic closing volumes, creating and maintaining signature tracking spreadsheets, entering data, and maintaining corporate records.
• Perform transaction research and assist the legal team in closing large transactions using electronic mail and signature collection and tracking processes.
• Obtain documents and other information from governmental agencies or public agencies and information from accounting, timekeeping, and attorneys.
• Other duties.

Demonstrated basic level of proficiency in Word, Excel, Outlook and database experience. Office experience in a law firm environment supporting paralegals and/or attorneys preferred. Strong communication and interpersonal skills required to interact with paralegals, attorneys and clients on a regular basis. Excellent organizational and attention‑to‑detail skills necessary to manage volumes of documents, binders, letters, charts, etc. Must have the ability to work effectively in a fast‑paced environment.

Ability to prioritize multiple assignments to meet deadlines.

• High School Diploma.

• Bachelor’s degree.

• Paralegal certificate preferred.

• 1 year demonstrated success working in a fast‑paced environment.

• Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
• Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner.
• Provide timely, accurate, and quality work product.
• Successfully meet deadlines, expectations, and perform work duties as required.
• Foster positive work relationships.
• Comply with all firm policies and practices.
• Engage in both physical and sedentary activity, such as working at a computer for extended periods of time, including on‑screen reading and typing; participating in digital/virtual conference calls; participating in meetings as needed.
• Ability to work under pressure and manage competing demands in a fast‑paced environment.
• Perform all other duties, tasks or projects as assigned.

Sedentary work:
Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all…