Transactional Paralegal

CM Legal
Transactional Paralegal
Our client is seeking an experienced Transactional Paralegal to work primarily with the Firm's transactional-focused groups, including Corporate, Infrastructure, Intellectual Property, Healthcare and Real Estate. The Transactional Paralegal role includes typical corporate paralegal responsibilities, such as M&A support, due diligence, closings, title searches, real property recordings, securities law compliance and the formation and maintenance of corporate entities, partnerships and limited liability companies. The position also entails working closely with the Infrastructure attorneys on major public agency infrastructure procurement projects, including associated commercial transactions. The Transactional Paralegal position is located in the Firm's Los Angeles office and reports to the Practice Support Director.
Key Responsibilities:
- Complete research, analysis, regulatory filings, due diligence, drafting, document issuance and closings.
- Prepare regulatory documents as needed by the SEC, IRS, UCC and other regulatory bodies.
- Create and maintain organizational documents, including articles of incorporation or dissolution, stock certificates and merger agreements, as well as periodic reports as required by each organization.
- Support contract executions and transactional closings, including development and implementation of closing checklists.
- Organize and manage documents, files, contract precedent, signed agreements and other information and create procedures for ready retrieval of specific information and forms.
- Support the distribution of documents, including through the use of SharePoint sites, data rooms and other secure collaboration solutions.
- Assist with project management activities related to transactional matters.
- Support the drafting, organization and filing of merger and acquisition documents.
- Assist with all phases of procurements and transactions for the Firm's Infrastructure Group, including:
- Assist in compiling, organizing and conforming large packages of contract documents.
- Support the drafting and issuance of various procurement and contract documents.
- Develop project schedules and work plans for procurements and document development.
- Support reporting on project progress through meeting notes and updates to clients including through Smart Sheet and similar software.
- Coordinate concurrent requests with filing services, title companies and government agencies.
- Conduct UCC forms search, including preparation and filing.
- Maintain minute books and annual reports, as well as other documents needed for the ongoing maintenance of organizations.
- Review deeds, trust deeds, title reports, title insurance policies and reconveyances.
- Assist with maintaining the Firm’s annual registration compliance (e.g. annual reports) in California and other locations where the firm is doing business.
- Communicate with case teams and department management on deadlines, project challenges, key updates and overall project status.
- Identify time- and cost-saving changes to existing workflows.
- Participate in Firm and attorney team meetings.
- Provide recommendations to case teams for software and technology appropriate to each specific case.
- Document project details in the applicable tracking systems.
- Accurately and thoroughly track all time in appropriate time tracking systems and create accurate descriptions of the work performed for client bills.
- Maintain annual billable requirements.
- Complete special projects as needed.
Experience & Qualifications:
- Bachelor's degree, or equivalent experience and paralegal certificate required.
- 5+ years of relevant experience in transactional law and finance.
- Strong understanding of transactional terms and specialized technological skills, including EDGAR and other on-line search and filing systems.
- Experience, or a demonstrated interest in, public procurement processes.
- Experience in organizing and maintaining large volumes of contract documents.
- Possess the ability to consult with attorneys on entity formation and maintenance options.
- Excellent attention to detail and strong organizational skills.
- Ability to work efficiently in a fast-paced environment and coordinate multiple projects.
- Exceptional grammar, spelling and proofreading skills are a must.
- Must have the ability to work collaboratively as part of a team.
- Superior communication skills and the ability to effectively engage with clients and attorneys at all levels.
- Skilled at meeting strict deadlines under significant time constraints.
- Able to handle multiple projects and priorities simultaneously with a high degree of professionalism and client service orientation.
- A commitment to deliver the highest quality service to internal and external customers.
- Ability to engage in off-site travel as required to meet job demands and firm needs on-site during normal working hours and available off-hours when necessary; a flexible schedule and some overtime will be required.
The successful candidate must be proactive, customer service oriented, energetic and reliable. As with all Firm positions, impeccable integrity, excellent judgment and sensitivity to others are essential. Enthusiasm, diverse interests and a good sense of humor are also useful and appreciated.