Transactions Assistant - Investment Funds
Core
Support paralegals and attorneys in investment fund transactions by organizing files, preparing closing checklists and books, and compiling transaction documents.
Role type
Administrative assistant for legal transactions
Builds
Transaction closing documentation and organized legal files
Domain
Legal services / Investment funds
Deliverable
product features
Required skills
Document organization, database research, data entry, Microsoft Office proficiency (Word, Excel, Outlook), attention to detail, prioritization
Preferred skills
Paralegal certificate, law firm environment experience
Technologies
Microsoft Word, Excel, Outlook, internal databases
Responsibilities
Organize documents for attorney review, prepare and update closing checklists and books, perform database research and data entry, obtain signatures and compile execution versions of closing documents, assist with mailings and filings
Seniority
Entry-level to Junior