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Practice Assistant – Transactional
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-09-12
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-12
Job specializations:
-
Administrative/Clerical
Clerical -
Law/Legal
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
- 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
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
- Scheduling
- Reimbursement Processing
- Drafting Legal Documents
- Time Entry
- Proofreading
- Attention to Detail
- Effective Communication
- Ability to Work Independently
- Strong Work Ethic
- Interpersonal Skills
- Legal Administrative Support
- Client Management
- Billing Guidelines
- Confidentiality
- Fast-Paced Environment
- Document Management System
- Electronic Signature Software
- Microsoft Word
- Microsoft Excel
- Microsoft Power Point
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