Summary: Established San Francisco Financial Services company with 30+ year history seeking a capable, self-starting, and team-oriented File Clerk & Legal Assistant to be an integral part of the organizations continued success.
This position has a hybrid work schedule:
4 days/week in our main SF Financial District office
1 day/week of remote work
Essential Duties and Responsibilities include the following. Other duties may be assigned:
- Prepare and review legal filing documents and ensure prompt service to all interested parties
- Ensure prompt and accurate filing and return of legal documents with courts nationwide
- Ensure company compliance with federal, state, and local laws and rules on all contracts
- Communicate effectively with the organizations sales, accounting and administrative personnel
- Provide secretarial legal support, including but not limited to word processing, editing, formatting, filing of legal briefs and other pleadings as requested by the Legal Department
- Perform general office activities such as answering telephones, processing incoming and outgoing mail, and securing confidential materials
- Analyze incoming legal correspondence, notices, pleadings and Court Orders
- Scan and forward physical client documents to sales and/or Legal Team
- Calendar hearing dates and follow-up deadlines
- Organize and maintain physical and electronic documents and client files
- Perform other duties and responsibilities as requested with eagerness and a positive, professional attitude.
Competency & Experience:
- Previous office experience and proficiency in Microsoft Office Suite, especially Outlook, Word, Excel. Proficient in Adobe Acrobat. Proficient in navigating various web platforms via browser.
- Experience working within Customer Relationship Management (CRM) software
- Associates degree, Bachelors degree or equivalent in any subject a plus, but not required
- Direct experience as a Legal Assistant and/or File Clerk preferred but not required
- Currently a California Notary or willingness to take the CA Notary exam and be certified imminently
- Thorough, efficient, reliable, detail-oriented
- Excellent organizational and communication skills, verbal and written
- A positive, collaborative, can-do attitude
- Ability to work well with multiple personality types
Perks/Benefits:
- Medical and Dental insurance
- Healthcare Flexible Spending Account
- Automatic equity participation in Employee Stock Ownership Plan (ESOP)
- Dependent Care Flexible Spending Account
- Life and Disability insurance
- 401(k) with Employer Match
- Commuter benefits
- PTO
- Quarterly profit-sharing bonuses
The above description is not intended to be an all-inclusive list of duties and standards of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.