Finance & Banking Project Assistant (Hybrid)

Troutman Pepper Hamilton Sanders; San Diego (CA); Hybrid; USD 43,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Troutman Pepper Hamilton Sanders is seeking a Project Assistant in the Finance & Banking practice in San Diego to support attorneys and paralegals during peak workloads. The role emphasizes learning procedures, assisting daily operations, and ensuring accurate service delivery, with an annual billable hour requirement.

You will help with filings, closings, lien searches, prebills, and vendor invoices, while maintaining organized records and strict confidentiality across remote, hybrid, and

Qualifications

• Bachelor’s degree or equivalent education/experience.
• Experience in a law firm or professional services is beneficial.
• Proficiency with DocuSign, SimplyAgree, or similar closing workflows.

Responsibilities

• Assist with preparing, submitting, and tracking UCC filings and searches.
• Prepare financing statements and post closings.
• Review closing checklists, ancillary documents, and consistency letters.
• Compile and transmit signature packets via DocuSign.
• Review insurance certificates and subscription agreements.
• Draft lien search charts and review good standing certificates.
• Open matters, draft prebills, and track invoices.
• Maintain organized records and meet billable hour requirements.
• Ensure confidentiality of firm and client information.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Teamwork

Client-service mindset

Education

Bachelor’s degree

Tools

DocuSign

SimplyAgree

Microsoft Office

Job description

Troutman Pepper Hamilton Sanders is seeking a Project Assistant in the Finance & Banking practice in San Diego to support attorneys and paralegals during peak workloads. The role emphasizes learning procedures, assisting daily operations, and ensuring accurate service delivery, with an annual billable hour requirement.

You will help with filings, closings, lien searches, prebills, and vendor invoices, while maintaining organized records and strict confidentiality across remote, hybrid, and