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Senior Legal Secretary
Senior Legal SecretaryD3 Search • Pasadena, CA, United States
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Senior Legal Secretary

Senior Legal Secretary

D3 Search • Pasadena, CA, United States
30+ days ago
Job type
  • Full-time
Job description

D3 Search is seeking a Senior 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 :

Senior Legal Executive Secretary (Corporate & Real Estate Transactional)

  • Note : 4+ 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 Senior Corporate & Real Estate Transactional Legal Executive 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 Executive Secretary role is 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 four (4) 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 Senior 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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    Legal Secretary • Pasadena, CA, United States

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