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D3 Search

Executive Legal Secretary

D3 Search, Pasadena, California, United States, 91122

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Overview Job Description

D3 Search is seeking a Snr. Legal Executive 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 Executive Secretary (Corporate & Real Estate Transactional)

Location / Map: Pasadena, CA (91101)

Employer Work Model: Fully onsite work model (Monday - Friday).

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 Executive 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.

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