Corporate Legal Assistant - Avata Partners (a Division of ZOE Holding)

Avata Partners is seeking an experienced Corporate Legal Assistant to work with our nationally known firm in the San Francisco Bay area.  

Our San Fran office has an amazing opportunity for a Corporate Legal Assistant who is looking to be part of a new practice group in our growing and dynamic organization. This role is perfect for the corporate legal assistant who is looking to work with several private equity partners and assist as they build their practice.

The Corporate Legal Assistant plays a key role in providing support to the corporate attorneys with everything from document production, working directly with private equity clients, assisting with the establishment of their practices and projects. The office is looking for a contributor who wants to be an involved member of their team.

Essential Functions:

1. Prepare, revise, redline and proofread various corporate documents including contracts, agreements, transactional matters, compliance, closing documents, audit letters, etc.
2. Assist with assembly of pre-closing documents and sets of executed documents for various signatures, and amendments.
3. Work closely with private equity clients as an extension of the practice group.
4. Working knowledge of filing procedures, requirements and e-filing with Secretary of State office, in additional to federal, state and local courts.
5. Create and maintain client and administrative files in accordance with firm procedures, including within the document management system.
6. Proactive utilization of workflow management system to manage assignments from timekeepers, maintain an organized workload, and assist others during PTO or peak periods.
7. Schedule appointments including meeting invites, video conference details, conference room requests, meal requests etc. and maintains attorney's calendar.
8. Enter and release attorney's billable time in accordance with firm guidelines. Review proformas for billings received from the Accounting Department to clients for services rendered.
9. Perform initial conflict checks and open/close client matters and prepare engagement letters.
10. Monitor case deadlines and work with Docket Department to ensure deadlines are entered and met.
11. Coordinate travel arrangements and track travel expenses for timely reimbursement.
12. Communicate professionally and promptly with internal and external clients to deliver a high level of customer service, consistent with the Firm's "First in Service" philosophy.

Additional Responsibilities:

1. Proactively participates as a member of the practice group support coverage team.
2. Completion of the Legal Technology Core Competencies Certification Coalition (LTC4) Program to ensure technology efficiency.
3. Stay current in the use of all firm systems and practices.
4. May require overtime or weekend hours.
5. Perform additional office support duties as assigned/requested.

Qualifications:

The Corporate Legal Assistant must have a High School Diploma in addition to three years of corporate experience, preferably with some private equity experience. Must be able to handle multiple priorities at one time, work well with others and have excellent communication skills. Comprehensive knowledge in Microsoft Office (Excel, Outlook, PowerPoint, Word) and PDF software. Experience with InTapp Time, Intapp Open, Chrome River Expense Reporting, Aderant, Interaction, iManage are pluses. Must possess an excellent customer service attitude.

Salary and Schedule
$110,000.00 - $120,000.00