Finance & Banking Project Associate — Hybrid

Troutman Pepper Locke LLP; San Francisco (CA); Hybrid; USD 43,000 - 75,000; Full time

Job summary

Troutman Pepper Locke LLP is seeking a Project Assistant in the Finance & Banking practice group. The role supports attorneys, paralegals, and staff, ensuring efficient service delivery during peak workloads and staff absences.

An annual billable hour requirement applies, with a commitment to confidentiality and professional discretion. This position offers exposure to UCC filings, closing workflows, and cross‑functional support across internal and external stakeholders, in a flexible hybrid

Qualifications

• Bachelor’s degree or equivalent; ability to perform essential duties.
• Minimum two years of experience in a law firm, corporate services, or professional services environment beneficial.
• Experience with corporate filings and document management systems.
• Proficiency in Microsoft Office applications (Word, Excel, Outlook, Teams).
• Experience with DocuSign, SimplyAgree, or other closing workflow tools.

Responsibilities

• Assist with preparing, submitting, and tracking UCC filings and searches; distribute confirmations and file copies.
• Assist with preparing and submitting financing statements and post closings.
• Assist with closing workflows and related documents and checklists.
• Prepare closing packages and perform quality checks.
• Transmit signature packets via DocuSign.
• Review insurance certificates and subscription agreements.
• Review lien searches and draft lien charts.
• Obtain good standing certificates and articles of incorporation.
• Conduct judgments, tax, and litigation searches.
• Assist with prebills, invoices, and vendor payments; open new matters.

Skills

UCC filings

Attention to detail

Communication skills

Teamwork

Confidentiality

Education

Bachelor’s degree

Tools

DocuSign

SimplyAgree

iManage

Intapp

Job description

Troutman Pepper Locke LLP is seeking a Project Assistant in the Finance & Banking practice group. The role supports attorneys, paralegals, and staff, ensuring efficient service delivery during peak workloads and staff absences.

An annual billable hour requirement applies, with a commitment to confidentiality and professional discretion. This position offers exposure to UCC filings, closing workflows, and cross‑functional support across internal and external stakeholders, in a flexible hybrid