Practice Assistant – Financial Services
Core
Provide high-quality administrative support to lawyers and professionals in a legal firm, managing documents, communications, and client interactions.
Role type
Senior administrative assistant (legal services)
Builds
Routine business correspondence, forms, and documents for lawyers and clients
Domain
Legal services / Financial services
Deliverable
product features
Required skills
Advanced Microsoft Office Suite, Adobe, document management systems, electronic signature software, conflict check processing, billing and invoice management, travel coordination, mail and document filing
Preferred skills
4-5 years of experience supporting lawyers and paralegals
Technologies
Microsoft Office Suite, Adobe, document management systems, electronic signature software
Responsibilities
Communicate with clients and staff via email, phone, and in person; draft, format, and proofread documents; schedule travel and process reimbursements; manage conflict checks and engagement letters; maintain document management systems; assist with time entry and billing
Seniority
Mid-level, independent contributor