Job Description
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.
Job Tags
Contract work, Work at office, Remote work, Flexible hours,