D3 Search is seeking a Snr. Legal Secretary (corporate & real estate trans.) on behalf of a highly respected law practice with its headquartered office located in Pasadena, CA (91101).
Position Title:
Snr. Legal Secretary (Corporate & Real Estate Transactional)
- Note: 7+ years relevant corporate & real estate transactional LEGAL ASSISTANT/LEGAL SECRETARY experience.
Location/Map:
Pasadena, CA (91101)
Employer Work Model:
Fully onsite work model (Monday - Friday).
Position Summary:
The Snr. Corporate & Real Estate Transactional Legal Secretary candidate will have a strong background in general business and / or real estate transactional administrative support and paralegal work as well as deeper experience in at least one of the following areas: organizational governance documentation; Mergers & Acquisitions; equity offering; secured financing transactions; real estate acquisitions, dispositions and closings; commercial leasing; and title review.
This is a Senior Legal Administrative support role paired with the firm's Managing Partner, with both nonbillable and billable assignments. Successful candidates will have a willingness to train in other areas and expand their knowledge across a broad range of transactional work.
Duties & Responsibilities (Administrative / Executive Secretarial Support):
- Create, proof, edit and finalize documents
- Create, proof and revise correspondence, memoranda, engagement letters, waiver of conflicts and other legal documents, and fix formatting issues for documents created incorrectly
- Scan and photocopy documents, send documents to clients via mail or email as requested
- Maintain electronic files in document management system, as well as hard copy files
- Prepare new client matter forms, initiate conflict checks, open and set-up new client files
- Maintain attorney CLE records and certificates of attendance and keep file of same
- Maintain attorney calendars, confirm appointments, prepare files for meetings with clients
- Enter calendar deadlines in firm calendaring program and monitor deadlines
- Schedule conference calls and make travel arrangements
- Prepare travel expense reports and submit reimbursement requests to Accounting Department
- Maintain and update attorney contact lists
- Open incoming and interoffice mail, review for content and direct accordingly
- Enter, revise and balance attorney time on billing system, mail or email monthly invoices to clients, work closely with Accounting Department to resolve client billing issues
- Communicate with clients directly or as requested by attorneys
- Create, modify, and finalize presentation materials for webinars, seminars, and training purposes
Corporate & Real Estate Transactional:
- Helps to prepare, organize and/or revise drafts of legal documents for lawyer review in Mergers & Acquisitions, equity offerings, and secured financing transactions including, but not limited to: documents related to the formation, operation and dissolution of various business entities, ancillary documents related to financing and M&A transactions, UCC financing statements
- Assist with SEC filings including Form D filings, confidential treatment requests, and Registration Statements
- Compile, analyze, and summarize information for lawyer review as it relates to transactions
- Perform corporate and securities law research using Westlaw, LexisNexis, and similar online research services
- Organizing and reviewing due diligence materials
- Manages the legal due diligence process, ordering/obtaining and organizing all title documents, reports,
- property inspections, and leases in real estate related transactions
- Manages escrows for purchase/sale transactions. Assist in closing transactions
- Prepares first draft of leases, lease amendments and lease renewals; and prepares abstracts of new leases
- Prepares draft purchase and sale contracts
- Revises confidentiality agreements, estoppel certificates, third party approval requests, real estate post-closing items, brokerage listing agreements etc.
- Assists with due diligence investigations and preparation of reports for clients and lawyers
- Assists with post-closing matters
- Prepares subscription agreements for real estate and alternative investments, limited partnership agreements, LLC operating agreements, non-disclosure agreements, estate planning transfer agreements, loan documents, and amendments to lines of credit, and provides legal support to business partners
Qualifications:
- High School Diploma or GED equivalent required
- Paralegal Certificate or equivalent to satisfy California Business & Professions Code Section 6450
- Bachelor's Degree Preferred
- Minimum five (5) years relevant experience in an active law firm Real Estate and/or Corporate Business Department or similar experience in an in-house department with a high transaction volume
- Strong background in general business and / or real estate transactional administrative support and paralegal work as well as deeper experience in at least one of the following areas: organizational governance documentation; Mergers & Acquisitions; equity offering; secured financing transactions; real estate acquisitions, dispositions and closings; commercial leasing; and title review
- Highly organized, detailed oriented and able to produce an accurate work product
- Personable, approachable and possesses a high level of integrity and accountability
- Ability to work with multiple lawyers on multiple client matters at the same time
- Trustworthy and able to maintain absolute confidentiality in all client and firm matters, both within and outside of the firm
- Strong verbal and written communication skills
- Experience with Microsoft Office (Word, Excel & PowerPoint)
- Experience with AIR-CRE (AI Real Estate Association) and CAR (California Association of Realtors) software preferred
- Notary or willingness to become a notary
Annual Salary/Comp.
Starting salary is 95K (DOE/DOQ) plus a comprehensive & robust benefits package, 401K, paid parking onsite, yearly reviews, lucrative annual bonuses, etc.
If interested in this full-time/direct hire Snr. Legal Secretary role located in Pasadena, CA (91101), and you meet the above qualifications/requirements, please contact the following D3 rep.:
Don Moser | D3 Search
📬don@d3search.com | ☎️ 213-785-2485
📡 www.d3search.com
D3 Legal Search LLC (aka D3 Search), and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.