Finance & Banking Project Specialist

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

Job summary

Troutman Pepper Locke LLP in San Diego, CA is seeking a Project Assistant in the Finance & Banking practice to support attorneys and paralegals, ensuring consistent service during peak workloads. The role emphasizes learning established procedures, supporting daily operations, and delivering accurate client service, including handling invoices and matter openings.

The position requires attention to detail, discretion, and the ability to work both independently and as part of a team across

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Experience in a law firm, corporate services, or professional services environment preferred.
• Familiarity with closing workflows and document management systems a plus.

Responsibilities

• Assist with preparing, submitting, and tracking UCC filings and searches, and distribute confirmations and copies.
• Prepare and submit financing statements and post closings.
• Review lien searches, lien search charts, and closing checklists for accuracy.
• Prepare closing packages and perform quality-check reviews.
• Transmit signature packets via DocuSign and manage associated documents.
• Review insurance certificates and subscription agreements.
• Organize invoices, prebills, and vendor payments; track billable time.

Skills

Attention to detail

Organizational skills

Communication

Teamwork

Discretion

Learning agility

Education

Bachelor’s degree

Tools

DocuSign

iManage

Intapp

Microsoft Office

Job description

Troutman Pepper Locke LLP in San Diego, CA is seeking a Project Assistant in the Finance & Banking practice to support attorneys and paralegals, ensuring consistent service during peak workloads. The role emphasizes learning established procedures, supporting daily operations, and delivering accurate client service, including handling invoices and matter openings.

The position requires attention to detail, discretion, and the ability to work both independently and as part of a team across