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.

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