GENERAL SUMMARY: Under general supervision of assigned attorneys and administrative practice management and following prescribed department, office and firm procedures, Paralegals are assigned to work primarily on specific cases/transactions, provide general assistance to a project team of attorneys, and/or to support attorneys whose practice involves specific areas of law. Paralegals may also monitor regulations, legal developments and compliance procedures in their area of expertise. In addition, Paralegals may be asked to provide general supervision of Project Assistants and other clerical staff. Paralegals are expected to perform all responsibilities with a commitment to providing superior service to the firm's clients, attorneys, advisors and staff, and maintaining an atmosphere of teamwork and continuous improvement. Above all, Paralegals must fulfill the needs of the firm in a manner which is consistent with the Firm's visions and values.
Paralegal will support the attorneys handling fund investor limited partner interest transfer request for a key Client of the firm.
ESSENTIAL DUTIES AND RESPONSIBILITIES (Duties are performed throughout every work day, as necessary):
Assist in preparing initial drafts of transfer documents.
Assist in handling the initial review of transferee investor diligence materials including transfer subscription booklets.
Primary responsibility for maintaining transfer and transfer investor data in existing Excel spreadsheets and organized final transfer documents in firm's document management system.
Act as a Client contact for questions relating to investors and/or specific transfers.
Act as an investor contact to (i) assist with questions from the investor transferor or transferee or (ii) follow up with the transferee for missing transferee diligence information or materials.
Assist with the organization of client materials and attorney work product including in computer based technology, especially in Microsoft Excel. Microsoft Outlook, Microsoft Word and Microsoft PowerPoint are also used regularly.
Prepare closing sets of investor transfer and other documents including preparation of distributions to clients and advisers of clients (accountants, other law firms, etc.).
Maintain files and other case or project records; circulate materials to project team, as needed; and maintain chronological records of project activity.
Arrange meetings and calls to include ad hoc meetings, monthly and other periodic conference calls, relating to transfers generally or specific transfer request issues.
Establish strong rapport and working relationships with other administrative staff, as well as strong relationships with key attorneys within the practice.
As requested by assigned attorneys, coordinate the work of other client team paralegals and/or project assistants or clerical team members.
Assist in the training of new paralegals for the client team.
Foster and encourage a culture of superior client service, responsiveness and collegiality.
ESSENTIAL KNOWLEDGE, SKILLS AND COMPETENCIES:
Ability to read, write and speak English
Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others
Strong service orientation, work ethic and attention to detail
Excellent interpersonal skills and sensitivity to the complexities of a partnership
Advanced working knowledge of MS Office applications, especially Excel, but also including Word, PowerPoint, and Outlook, and ability to work in various software applications as needed
Familiarity with Adobe professional and Adobe Acrobat
Ability to quickly and proactively identify and analyze problems, develop solutions and deliver results
Ability to use initiative and judgment to accomplish results
Ability to read, comprehend and follow instructions
Ability to use critique of work to improve performance
Demonstrated poise and professionalism when interacting with peers, attorneys, office, firm and practice management, and outside business contacts
Ability to prioritize, manage heavy workload and adjust to changing priorities, work independently and as a member of a team, manage multiple projects with specific deadlines, and complete tasks under time pressure as necessary
Ability to work well under pressure, facilitate solutions, and meet deadlines and milestones for projects assigned
Commitment to maintaining confidentiality of all information, and adhering to the Firm's Core Values