Essential Job Functions

1. Enter trust account activity into accounting system, including receipts, transfers and disbursements.

2. Respond to client and attorney inquiries regarding invoice copies, payment instructions, client balances, trust account balances, statements, etc.

3. Process credit card payments received from clients.

4. Enter daily deposits/receipts into accounting system.

5. Assist in updating collection comments in accounts receivable system.

6. Reconcile deposit and bank accounts.

7. Assist with other functions in the Accounting Department as needed.

    

   Required Qualifications

   Knowledge, Skills, Abilities and Personal Characteristics

1. High attention to detail; organized; ability to multitask.

2. Effective interpersonal skills; strong oral and written communication skills.

3. High degree of initiative and independent judgment.

4. Computer skills: accounting system, word processing, and excel spreadsheet capabilities preferred.

• Respond to calls, emails, and workflow requests from attorneys, secretaries, and firm administration regarding the new business intake process.

• Process requests for conflict searches by using sophisticated search strategies and assist in the preliminary analysis of results.

• Review information submitted on new business intake requests for accuracy and completeness, ensuring all fields are populated accurately and appropriate support documentation is attached.

• Actively participate in the maintenance of client/conflict data in Elite 3E and Intapp to ensure the integrity and accuracy of conflict results.

   

• Interact with attorneys regularly.

   

• Process client-matter change request form requests in Elite 3E.

• Perform additional duties and responsibilities as needed.

Requirements:

Successful candidate should have strong analytical skills with a background in database research.  Law firm experience with working a basic understanding of the conflict and new business intake process, legal billing, or records management preferred.  Experience with Intapp Conflicts & Business Intake and Elite 3E would be helpful.  General computer skills with a proficiency in Outlook, Word and Excel. Individual should have strong organizational skills with the ability to handle multiple tasks simultaneously.  Attention to detail and accuracy are a must.  Flexibility to work overtime when needed.  Must possess excellent customer service attitude.  The successful candidate will need to have extensive experience working in a professional environment.

Mergers & Acquisitions Support

• Assist with all phases of M&A transactions, including LOI, due diligence, signing, closing, and post-closing integration.
• Manage and maintain virtual data rooms; coordinate document collection, organization, and review.
• Coordinate officer certificates, secretary certificates, consents, closing checklists, schedules, and exhibits.
• Coordinate signature packets, signature page collection, and execution logistics.
• Manage filing of UCCs

Corporate Governance & Entity Management

• Form and dissolve corporations, LLCs, and other business entities across multiple jurisdictions.
• Maintain corporate records, including bylaws, operating agreements, minutes, resolutions, and stock ledgers.
• Assist with Corporate Audit Letter Requests

General Corporate Support

• Assist with KYC/AML requests, certificates of good standing, and other corporate formalities.
• Provide administrative and project management support to attorneys and cross-functional teams.

Qualifications

• Bachelor’s degree or paralegal certificate required; ABA-approved program preferred.
• 3–7+ years of experience as a corporate paralegal, including direct involvement in M&A transactions.
• Strong understanding of corporate governance, entity management, and transactional processes.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple deadlines and workstreams.
• Demonstrated ability to work collaboratively with attorneys, business teams, and external stakeholders.

Preferred Experience

• Experience in a law firm corporate/M&A practice or in-house legal department.
• Familiarity with cap table management
• Experience with multi-jurisdictional entity management.
• Comfort working with highly confidential information and complex deal structures.

Skills Required

• Ability to read and write in order to proof and perform minor editing (e.g., punctuation, grammar, spelling) of routine law office correspondence and legal cases matters.  Perform non-complex arithmetic calculations when verifying calculations on forms and documents;  maintain records and filing systems at a level normally acquired through completion of high school or equivalent
• Ability to transcribe legal documents, correspondence and report from rough draft or dictation
• Ability to organize and prioritize numerous tasks and complete them under time constraints
• Ability to proofread typed materials for grammatical, typographical or spelling errors
• Interpersonal skills necessary in order to communicate and follow instructions effectively from a diverse group of clients, attorneys and staff to provide information with ordinary courtesy and tact
• Several years of experience is necessary in order to gain an understanding of law office policies and procedures and produce accurate legal documents with minimal supervision
• Ability to work overtime if needed.

Responsibilities

• Prepare correspondence, memoranda and other legal documents from written and oral drafts, format briefs, pleadings and other legal documents
• Transcribe dictation
• File legal documents including electronic filings
• Screen telephone calls, as appropriate and record messages
• Maintain calendar and deadline reminder systems, make appointments
• Make travel arrangements
• Complete expense reports
• Open new file requests, conflict of interest checks with file room records, and maintain client and general files.  Conduct periodic review for possible storage of older files; prepare files to be closed
• Observe confidentiality of attorney-client relationship
• Complete time charges
• Processes bills; proofs billing sheets; reviews and edits bills
• Work closely with administrative support

Skills Required

• Ability to read and write in order to proof and perform minor editing (e.g., punctuation, grammar, spelling) of routine law office correspondence and legal cases matters.  Perform non-complex arithmetic calculations when verifying calculations on forms and documents;  maintain records and filing systems at a level normally acquired through completion of high school or equivalent
• Ability to transcribe legal documents, correspondence and report from rough draft or dictation
• Ability to organize and prioritize numerous tasks and complete them under time constraints
• Ability to proofread typed materials for grammatical, typographical or spelling errors
• Interpersonal skills necessary in order to communicate and follow instructions effectively from a diverse group of clients, attorneys and staff to provide information with ordinary courtesy and tact
• Several years of experience is necessary in order to gain an understanding of law office policies and procedures and produce accurate legal documents with minimal supervision
• Ability to work overtime if needed.

• Prepare estate tax returns (Form 706) and fiduciary income tax returns (Form 1041)

• Meet with clients, trustees and family members

• Communicate with beneficiaries

• Draft correspondence and legal documents

• Arrange assets and tax spreadsheets

• Prepare probate pleadings

• Revise bank statements and prepare accountings

Qualifications:

• Strong verbal and written communication skills

• Ability to analyze and problem solve

• Multitask, prioritize, and meet deadlines

• Team player with the ability to work both independently and collaboratively

• Proficient in Adobe, Microsoft Office Suite, advanced in Microsoft Excel