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Practice Assistant – Transactional

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-09-12
Job specializations:
  • Administrative/Clerical
    Clerical
  • Law/Legal
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
  • Provide high-quality administrative support to a group of lawyers and professionals in a team environment
  • Communicate with clients, lawyers, and co-workers via email, telephone, and in person
  • Answer telephone calls, respond to routine questions, route calls, arrange conference calls, and greet clients
  • Manage a higher-than-normal volume of scheduling for a busy practitioner
  • Handle multiple competing scheduling requests
  • Schedule domestic and foreign travel, including flights, hotels, and car rentals
  • Prepare, organize, and process reimbursements, invoices, and check requests
  • Collect and prepare information for conflict checks, open new client matters, and draft engagement letters, scope letters, and other documents
  • Guide lawyers in completing and submitting required forms
  • Apply client-specific billing guidelines to client invoices
  • Open, prioritize, and distribute paper and electronic mail
  • Coordinate mailings, deliveries, copying, scanning, and printing
  • Create, draft, format, edit, proofread, and manage Word documents, Excel spreadsheets, and PowerPoint presentations
  • Draft routine business correspondence, forms, and documents under lawyer/professional supervision
  • Enter and manage lawyer work requests in the Firm's workflow tool and complete them by deadlines
  • Perform electronic and paper filing and maintain files in the document management system
  • Photocopy, scan, compile, and distribute documents
  • Coordinate services from office services, IT Help Desk, document services, accounting, billing, and records
  • Assist lawyers with time entry, billing, and collection
  • Complete complex or high-volume assignments accurately and promptly
  • Perform clerical duties for non-legal departments
  • Handle special projects and assigned duties
Requirements
  • Advanced knowledge of Microsoft Office Suite and Adobe
  • Experience with document management systems
  • Experience with electronic signature software programs
  • Proficiency in administrative assistant functions and advanced communications skills
  • Ability to thrive in a fast-paced environment and coordinate multiple competing tasks and demands
  • Superb attention to detail, grammar, and punctuation
  • Ability to articulate thoughts and effectively present innovative ideas and findings
  • Ability to take direction and work independently with little supervision
  • Ability to work effectively with others
  • Effective and professional interpersonal and communication skills
  • Ability to write clearly and professionally, with excellent proofing skills
  • Strong work ethic and commitment to maintaining confidentiality
  • Bachelor's degree OR 4–5 years of experience supporting lawyers and paralegals with administrative or client-related tasks preferred
  • Ability to sit or stand for extended periods
  • Moderate or advanced keyboard usage
  • Ability to lift and carry up to thirty pounds
Core Competencies

Demonstrates advanced proficiency in Microsoft Office Suite and Adobe, along with strong administrative support capabilities in a legal environment. Excels in communication, organization, and attention to detail while managing multiple tasks and deadlines effectively.

Highest-signal resume keywords
  • Advanced Microsoft Office Suite
  • Document Management Systems
  • Electronic Signature Software
  • Administrative Assistant Functions
  • Interpersonal Communication Skills
ATS Optimization Keywords Hard Skills
  • Scheduling
  • Reimbursement Processing
  • Drafting Legal Documents
  • Time Entry
  • Proofreading
Soft Skills
  • Attention to Detail
  • Effective Communication
  • Ability to Work Independently
  • Strong Work Ethic
  • Interpersonal Skills
Industry Keywords
  • Legal Administrative Support
  • Client Management
  • Billing Guidelines
  • Confidentiality
  • Fast-Paced Environment
Tools & Technologies
  • Document Management System
  • Electronic Signature Software
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Power Point
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