Hybrid Finance & Banking Project Coordinator

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

Benefits offered by this job

Hybrid work model

Job summary

Troutman Pepper Locke invites applications for a Project Assistant in the Finance & Banking practice group. The role supports attorneys, paralegals, and staff by handling UCC filings, closing documents, and vendor invoices while maintaining organization and confidentiality.

Candidate will learn firm procedures, support daily workflows, and contribute to service delivery during peak workloads. Minimum two years in a law firm or professional services is preferred.

Qualifications

• Demonstrated accuracy in preparing filings and tracking documents.
• Maintains confidentiality and complies with firm policies.
• Experience with corporate filings and document management systems.

Responsibilities

• Assist with preparing, submitting, and tracking UCC filings and searches, and distribute confirmations and copies.
• Assist with preparing and submitting financing statements and post closings.
• Assist with ordering and reviewing lien searches, closings, and related documents.
• Assist with preparing closing packages and performing quality-check reviews.
• Assist with transmitting signature packets via DocuSign.
• Maintain organized records and trackers in firm databases and document management systems.
• Accurately track client-billable time and ensure invoices are properly processed.

Skills

Attention to detail

Organizational skills

Teamwork

Communication skills

Education

Bachelor’s degree or equivalent

Tools

DocuSign

SimplyAgree

Microsoft Office

iManage

Intapp

Job description

Troutman Pepper Locke invites applications for a Project Assistant in the Finance & Banking practice group. The role supports attorneys, paralegals, and staff by handling UCC filings, closing documents, and vendor invoices while maintaining organization and confidentiality.

Candidate will learn firm procedures, support daily workflows, and contribute to service delivery during peak workloads. Minimum two years in a law firm or professional services is preferred.