Finance Legal Assistant

Dallas, TX 75201

Employment Type: Direct Hire Job Function: Legal Job ID:: 131342 Pay Range: $63,000-85,000 / year

Job Description

Position Overview
This position is responsible for performing a variety of administrative and word processing duties while exercising sound judgment over work priorities with minimal supervision. Strong legal and administrative skills, as well as the ability to multi-task and perform well under strict deadlines, are required.

Primary Duties and Responsibilities
  • Types and edits documents quickly and accurately, proofreading for content and typographical errors.
  • Utilizes firm technology (i.e. Microsoft Word, Excel, PowerPoint, Outlook) effectively.
  • Completes work product according to instructions and within the requested time frame.
  • Processes business development/client entertainment/associate mentorship & retention expenses.
  • Basic word processing and transmittal letters/correspondence, handling of originals, etc.
  • Prepares ‘closing sets’ of final executed loan and security contracts.
  • “Conforming” loan agreements to reflect amendments to those agreements/
  • Handles general administrative duties such as travel arrangements, meeting coordination, expense reports, time entry and the new business memorandum process with efficiency and in a proactive manner.
  • Answers telephone calls, takes messages or provides information as appropriate.
  • Opens and closes files as necessary, promptly handles the filing of legal or other administrative materials and sends materials to off-site storage as necessary.
  • Attends training classes to keep up to date with technological advances and software upgrades.
  • Provides additional back-up coverage to other Professional Assistants as needed.
  • High school diploma or equivalent. 
  • Three years legal secretarial experience required.
Special Knowledge
  • Requires strong legal and administrative skills, as well as an ability to multi-task and perform well under strict deadlines.
  • Must be extremely well organized and detail-oriented.
  • Familiarity with document management systems a plus.
Technical Skills
  • Experience in Microsoft Word (including creating and revising documents) and Outlook required; experience in PowerPoint, Excel and Visio strongly preferred.


Meet The Recruiter

Regan Jackson
Sr. Direct-Hire Recruiter

Regan graduated from Texas Tech University in 2003 with her Bachelor’s in Marketing. She then went to graduate school at St. Thomas University, where she received her MBA. She started working for Burnett in June 2005 in Houston.

Regan was a Senior Account Executive for five years. In this role, she was the liaison between the client and each specialty division to ensure the highest quality customer service and proven results. In 2010, Regan moved into a direct-hire recruiter role. She has been successful in filling all different types of positions for clients across several industries. In 2013, her husband’s job transferred them to Dallas, and she is now a Sr. Direct-Hire Recruiter for Choice Specialists in Dallas, Texas. She enjoys what she does and is passionate about helping candidates and companies grow!

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