Legal Assistant
Location : New York, NY (Hybrid – 4 Days In Office)
Department : Legal
Salary Range : $90,000 – $115,000
Experience Required : 3–8 years
Industry Background : Financial Services and / or Legal
Position Overview
We are seeking a highly capable and experienced Legal Assistant to join our dynamic legal team. This individual will play a critical role in supporting legal operations and assisting with high-priority deal work in a fast-paced financial services environment. The ideal candidate has 3–8 years of relevant experience, a strong background in either financial services or legal environments (ideally both), and thrives in a detail-heavy, deadline-driven role.
This position is based in our New York City office and requires 4 days per week onsite .
Key Responsibilities
🔹 Deal & Transaction Support
- Assist with closing processes for corporate and financial transactions.
- Coordinate signatures and execution of legal and transactional documents.
- Prepare and organize closing binders and deal books post-closing.
- Liaise with internal teams and external counsel to ensure smooth transaction execution.
🔹 Document Management & Execution
Draft, edit, and format legal documents to meet internal standards (MS Word proficiency required).Manage redlines, bracketed content, and final formatting for execution-ready documents.Maintain organized filing systems, apply consistent naming conventions, and ensure version control.🔹 Calendar & Email Support
Monitor the legal team’s shared inbox to route messages appropriately and ensure timely responses.Coordinate calendars and schedule meetings, deadlines, and board or committee events.🔹 Invoice & Vendor Oversight
Track legal invoices and manage the approval and submission process.Maintain a roster of external legal service providers and track engagement terms and deadlines.🔹 NDA and Agreement Management
Route NDAs for review and execution.Maintain and update NDA tracking database.Follow up with stakeholders to ensure information is complete and up to date.🔹 Board & Executive Support
Assist in preparing board materials and taking meeting minutes.Ensure accurate and timely distribution of board packages and documentation.🔹 Administrative & Operational Legal Support
Help prioritize and assign incoming legal tasks within the team.Triaging vague or incomplete requests for clarification.Maintain internal legal task tracker and status reports.Requirements & Qualifications
3–8 years of experience as a Legal Assistant, Legal Coordinator, or Paralegal in a financial services or law firm environment.Strong knowledge of legal workflows related to deals, transactions, and closings .High proficiency in Microsoft Word , Adobe Acrobat , and document formatting tools.Excellent organizational skills with keen attention to detail and accuracy.Able to manage multiple priorities, follow through, and meet deadlines with minimal oversight.Professional, articulate, and capable of representing the legal team in both internal and external communications.Experience with legal invoice tracking, service provider oversight, and basic contract lifecycle support.Flexible, proactive, and adaptable to changing priorities in a fast-moving environment.Bachelor’s degree preferred.Work Environment & Schedule
Hybrid role : 4 days in office , 1 day remote (subject to change based on team needs).Collaborative, professional environment within a small legal team (4 people) supporting a larger financial services organization.Competitive compensation and benefits package.