• 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