Paralegal Assistant - Financial Services

Holland & Knight LLP; San Francisco (CA); On-site; USD 39,000 - 59,000; Full time

Benefits offered by this job

Comprehensive medical benefits

Dental and vision plans

Life and AD&D insurance

Disability insurance

401(k) and profit sharing

Paid holidays and time off

Job summary

Holland & Knight in San Francisco seeks a Paralegal Assistant to provide clerical and administrative support to paralegals and attorneys. You will gather, organize, file, and retrieve documents, maintain case files, and assist with materials for trials and hearings.

The role emphasizes routine tasks under supervision and adherence to firm procedures. Required is a bachelor’s degree and 1–3 years’ experience in document organization or legal support.

Qualifications

• Bachelor's degree required.
• 1–3 years of experience in document organization or case/transection support.
• Experience providing clerical or legal support in a law firm preferred.

Responsibilities

• Provide clerical and administrative support to paralegals and attorneys under supervision.
• Gather, organize, file, and distribute documents using firm systems.
• Prepare and maintain case- and transaction-related files with indexing and labeling.
• Assist with preparation of materials for trials, hearings, and other events.
• Support document production and filing, including court/regulatory filings.
• Perform routine document tasks and maintain designated repositories.
• Maintain confidentiality and escalate complex issues as needed.
• Collaborate with team and adhere to established guidelines.

Skills

MS Office

Clerical support

Document management

Attention to detail

Procedures & firm systems

File maintenance

Team collaboration

Education

Bachelor's degree

Tools

Document handling tools

Job description

General Description

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position is located in our San Francisco office. The Paralegal Assistant provides clerical and administrative support to paralegals and attorneys by assisting with document management, file organization, and preparation of materials to support legal matters and practice group‑specific activities. Working under direct supervision, the role helps ensure timely completion of work and smooth workflow by handling routine, process‑driven tasks that do not require advanced legal training or independent judgment. The Paralegal Assistant applies established procedures and firm systems to gather, organize, file, and retrieve documents, addresses basic issues, and escalates more complex matters to higher‑level staff as appropriate, enabling paralegals and attorneys to focus on work requiring substantive legal expertise.

Key Responsibilities and Essential Job Functions

• Provide clerical and administrative support to paralegals and attorneys under direct supervision to ensure efficient workflow and timely completion of legal work.
• Gather, compile, organize, file, retrieve, and distribute physical and electronic documents using established firm systems and procedures.
• Prepare and maintain case- and transaction‑related files, including indexing, labeling, numbering, and active file maintenance.
• Assist with the preparation of materials such as files, exhibits, binders, and document sets for trials, hearings, depositions, mediations, arbitrations, closings, and other practice group specific events.
• Support document production and filing activities, including compiling documents for court or regulatory filings, monitoring status, and distributing copies as directed.
• Perform routine document tasks such as converting files to required formats, drafting indexes or tables of contents, and saving documents to designated repositories.
• Handle basic administrative and case‑support tasks, address routine issues, maintain confidentiality, and escalate more complex matters to paralegals or attorneys as appropriate.
• Work collaboratively within a team environment while following established guidelines and instructions.
• Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
• Special projects and duties as assigned.

Required Skills

• Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.
• Ability to perform clerical and administrative legal support tasks under the direction of paralegals and attorneys.
• Strong document management and organizational skills, including filing, indexing, labeling, numbering, and maintaining physical and electronic records.
• Attention to detail when compiling, organizing, reviewing, and preparing documents and binders.
• Ability to follow established procedures, instructions, and firm systems for document handling and file maintenance.
• Proficiency in routine document tasks such as converting documents to required formats (e.g., Word or Excel to PDF) and saving files to designated repositories.
• Ability to work collaboratively in a team environment and communicate effectively with paralegals, attorneys, and support staff.
• Ability to work under direct supervision while meeting deadlines and supporting multiple assignments as directed.
• Ability to handle basic issues independently and elevate more complex matters appropriately.

Required Qualifications & Education

• Bachelor's degree.
• 1 - 3 years of experience.
• Experience performing document organization, filing, and case or transaction support activities.

Preferred Qualifications & Education

• Prior experience providing clerical or legal support in a law firm, legal department, or related professional environment.

Physical Requirements

Ability to sit or stand for extended periods of time. Moderate or advanced keyboard usage.

Salary and Compensation

The base salary range for this position is $28.60 - $42.90 per hour. An individual's actual compensation will depend on the individual's qualifications and experience. In addition to the base compensation, Holland & Knight provides bonus opportunities and an exceptional benefits package.

Benefits

• Comprehensive medical (PPO and HDHPs)
• Dental and vision plans including coverage for domestic partners
• Life and AD&D insurance
• Short and long term disability insurance
• Tax-advantaged accounts for health care expenses, including FSAs and HSAs
• FSAs for dependent care
• Health advocacy services
• Behavioral health and counseling resources for all family members
• 401(k)
• Profit sharing
• Backup dependent care
• Senior care planning support
• Resources for individuals with development disabilities and their caregivers
• Paid holidays and other paid time off, including paid leave for new parents

Equal Opportunity Statement

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Accommodations

Applicants who are interested in applying for a position and require an accommodation during the process should contact [e-mail].

Privacy and Background Check

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.

Company Culture and Background

Holland & Knight is proud of having built one of the largest, most respected law firms in the world today. Holland & Knight has been advising clients for more than 130 years and has approximately 2,200 lawyers across the U.S. and in five international offices. Holland & Knight services clients globally. Known for our extraordinary legal service to clients, our culture of excellence, and our commitment to the communities in which we work, we are a firm of people who truly believe in what we do. We invite you to experience what Holland & Knight has to offer. It takes more than lawyers to build a great law firm and, as a result, the firm employs more than 1,700 business professionals. Business professionals play a pivotal role in the firm by planning and implementing strategic initiatives to enhance the firm’s capabilities and drive growth. The firm employs business professionals in many different areas, including technology innovation, pricing, business development, finance, talent acquisition, marketing, information governance, cybersecurity, information technology, talent development, compliance, office administration, communications, and project management, just to name a few. Additionally, the firm employs many paralegals and practice assistants who directly support our lawyers and clients. Together, these roles form the infrastructure that allows our lawyers to focus on providing exceptional client service.