Legal Executive Assistant

Description

Key Responsibilities

• Provide comprehensive administrative and operational support to attorneys across all aspects of internal legal practice
• Oversee high volumes of email, prioritizing action items and filing non-essential correspondence appropriately
• Organize, maintain, and track legal and transactional documents to ensure accuracy, accessibility, and version control
• Coordinate signature collection and manage end-to-end document execution workflows
• Draft initial versions of memos, diligence materials, and counterparty documents with attorney guidance
• Translate attorney concepts and notes into polished PowerPoint presentations and written materials for internal and external audiences
• Handle day-to-day diligence requests from internal teams and external counterparties
• Coordinate and track recurring compliance-related tasks and mortgage licensing logistics Serve as a proactive point of follow-up on projects to track status, drive progress, and meet deadlines.
• Manage calendars, schedules, travel arrangements, expense reports, and attorney availability, proactively managing access and priorities
• Adapt quickly to shifting priorities and manage time-sensitive requests with professionalism and discretion

Skills, Knowledge and Expertise

• Bachelor’s degree preferred or equivalent experience.
• 5+ years of experience supporting attorneys as an Executive Assistant, Legal Assistant, or Paralegal.
• Demonstrated comfort working directly with attorneys.
• Experience in the finance industry, with a strong preference for mortgage-related experience.
• Exposure to mortgages, RMBS, structured finance, or capital markets is highly desirable.
• Advanced proficiency in all Microsoft Office products (Outlook, Word, Excel, PowerPoint).
• Some experience with generative AI tools.
• Strong work ethic, follow-through, and a "get-things-done" mindset.

• Practice & Executive Support: Ability to support attorneys across all administrative and internal practice needs with minimal direction.
• Organization & Tracking: Exceptional ability to track documents, signatures, deadlines, and compliance tasks.
• Communication & Responsiveness: Highly responsive, proactive communicator who follows through and closes loops.
• Business & Legal Understanding: Ability to understand legal and financial discussions well enough to translate concepts into materials and action items.
• Adaptability & Learning Agility: Learns quickly on the job, adapts to changing priorities, and thrives in an unpredictable environment.

• Integrity: Manages sensitive legal and financial information with discretion and professionalism.
• Collaboration: Partners closely with attorneys, compliance, finance, and business teams to support transactions and operations.
• Excellence: Takes ownership of administrative and coordination responsibilities to enable high-performing legal teams.
• Critical Curiosity: Asks questions, seeks understanding of legal and financial concepts, and continuously improves support effectiveness.

Benefits

• Great compensation package, including competitive base pay
• Discretionary annual bonus opportunity
• Invictus medical, dental and vision is covered at 100% for all tiers.  
• We offer FSA’s for healthcare, dependent care, transit and commuter costs. 
• Safe harbor 401(k) match of 4%; employees need 3-months of service to be eligible to participate. No vesting after that. 
• $80 per month cell phone reimbursement.  
• 20 Days of PTO accrued at the beginning of the year, 10 company holidays plus sick time.
• Tuition Reimbursement