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    Finance Legal Assistant - Dallas, United States - Choice Specialists

    Choice Specialists
    Choice Specialists Dallas, United States

    2 weeks ago

    Default job background
    Legal
    Description

    Position Overview

    This position is responsible for performing a variety of administrative and word processing duties while exercising sound judgment over work priorities with minimal supervision. Strong legal and administrative skills, as well as the ability to multi-task and perform well under strict deadlines, are required.

    Primary Duties and Responsibilities

    • Types and edits documents quickly and accurately, proofreading for content and typographical errors.
    • Utilizes firm technology (i.e. Microsoft Word, Excel, PowerPoint, Outlook) effectively.
    • Completes work product according to instructions and within the requested time frame.
    • Processes business development/client entertainment/associate mentorship & retention expenses.
    • Basic word processing and transmittal letters/correspondence, handling of originals, etc.
    • Prepares 'closing sets' of final executed loan and security contracts.
    • "Conforming" loan agreements to reflect amendments to those agreements/
    • Handles general administrative duties such as travel arrangements, meeting coordination, expense reports, time entry and the new business memorandum process with efficiency and in a proactive manner.
    • Answers telephone calls, takes messages or provides information as appropriate.
    • Opens and closes files as necessary, promptly handles the filing of legal or other administrative materials and sends materials to off-site storage as necessary.
    • Attends training classes to keep up to date with technological advances and software upgrades.
    • Provides additional back-up coverage to other Professional Assistants as needed.

    Qualifications

    Education

    • High school diploma or equivalent.

    Experience

    • Three years legal secretarial experience required.

    Special Knowledge

    • Requires strong legal and administrative skills, as well as an ability to multi-task and perform well under strict deadlines.
    • Must be extremely well organized and detail-oriented.
    • Familiarity with document management systems a plus.

    Technical Skills

    • Experience in Microsoft Word (including creating and revising documents) and Outlook required; experience in PowerPoint, Excel and Visio strongly preferred.
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