Transactional Paralegal

Description

POSITION SUMMARY

The Transactional Paralegal is responsible for supporting multiple attorneys in the Firm and is expected to have a high degree of responsibility for project management and implementation.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

• Prepare and file a variety of documents for domestic and foreign entities with the Oklahoma Secretary of State, the Delaware Secretary of State or applicable governmental agency of other States, including documents for the purpose of entity formation, conversions, mergers, qualifications to do business, and annual reports.
• Draft, file, and manage UCC financing statements and related filings nationwide.
• Prepare and submit applications to obtain Employer Identification Numbers (EINs) from the Internal Revenue Service (IRS).
• Coordinate and obtain Apostilles and authentication certificates at the state and federal levels.
• Support attorneys in preparing and filing SEC documents via EDGAR, including Form , Form D, Schedules 13D/G, and Form 24F-2.
• Draft, review, edit, proofread, and file a wide variety of legal documents with accuracy and attention to detail.
• Order certified copies of corporate documents and certificates of good standing from state agencies across the U.S.
• Support attorneys in transaction closings by managing closing checklists, obtaining signatures, and finalizing closing documents.
• Communicate with representatives of state and federal agencies such as the Secretary of State and IRS.

This job has no supervisory responsibilities.

• Integrity/Ethics – Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good news and bad.
• Communication – Communicates well both verbally and in writing, creates accurate and punctual reports, delivers presentations, shares information and ideas with others, has good listening skills.
• Interpersonal Skills – Has good listening skills, builds strong relationships, is flexible/open-minded, negotiates effectively, solicits performance feedback, and handles constructive criticism.
• Quality – Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems.
• Sense of Urgency – Prioritizes well, shows energy, reacts to opportunities, instills urgency in others, meets deadlines.

Associate’s degree in paralegal or legal studies or other related discipline is preferred. An equivalent combination of education and experience is required.

Minimum of 3 years of legal experience required, and 4+ years in legal experience preferred.

Skilled with MS Office Suite and other office products.

Paralegal certification from ABA‑approved program is preferred.

Excellent problem‑solving skills and willingness to conduct research to learn new tasks. Strong organizational skills to maintain work lists, organize documents, and monitor deadlines and filings. Ability to ask questions, clarify issues, and provide project updates as needed. Excellent written and oral communication skills (comprehension & expression). Strong command of the English language, including excellent spelling, grammar, punctuation, form and style.

Detail‑oriented and ability to create, compose, proof and edit correspondence. Possess sense of initiative and responsibility to manage case load and maintain confidentiality of records and information. Ability to work in a fast‑paced, high‑pressure environment and maintain case/trial deadlines.

Work environment is in a professional office setting. The majority of activity this role performs will be sedentary work.