Finance & Banking Project Assistant — Hybrid/Remote

Troutman Pepper Locke LLP

California (MO)

Hybrid

USD 43,000 - 75,000

Full time

8 days ago
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Job summary

Troutman Pepper Locke LLP is seeking a Project Assistant for the Finance & Banking practice to support attorneys and provide backup support to paralegals. The role focuses on learning procedures, supporting daily operations, and ensuring accurate service delivery during peak workloads and staff absences.

Candidates will gain experience with UCC filings, closing checklists, doc management, and time entry to meet billable hour requirements.

Qualifications

  • Bachelor's degree or equivalent experience.
  • Experience with corporate filings and document management systems.
  • Proficiency with DocuSign, SimplyAgree, or similar closing workflows.
  • Proficient in Microsoft Office applications.

Responsibilities

  • Assist with preparing, submitting, and tracking UCC filings and searches.
  • Assist with preparing and submitting financing statements and post closings.
  • Assist with ordering and reviewing post-closing searches, closing checklists, and supporting documents.
  • Assist with preparing closing packages and performing quality-check reviews.
  • Assist with transmitting signature packets via DocuSign.
  • Assist with reviewing insurance certificates and subscription agreements.
  • Assist with ordering and reviewing lien searches and drafting lien search charts.
  • Assist with ordering and reviewing good standing certificates and articles of incorporation.
  • Assist with conducting judgments, tax, and litigation searches.
  • Support legal staff with prebills, invoices, and matter openings.
  • Maintain organized records, calendars, tickler systems, and trackers and ensure deadlines.
  • Accurately track and record client‑billable time to meet minimum billable hour requirements.
  • Maintain confidentiality of all firm and client information.

Skills

UCC filings
Attention to detail
Communication skills
Organization
Teamwork

Education

Bachelor’s degree

Tools

DocuSign
SimplyAgree
iManage
Intapp
Microsoft Office

Job description

Troutman Pepper Locke LLP is seeking a Project Assistant for the Finance & Banking practice to support attorneys and provide backup support to paralegals. The role focuses on learning procedures, supporting daily operations, and ensuring accurate service delivery during peak workloads and staff absences.

Candidates will gain experience with UCC filings, closing checklists, doc management, and time entry to meet billable hour requirements.

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