Project Assistant

Jobtailor

San Diego (CA)

Hybrid

USD 65,000 - 85,000

Full time

4 days ago

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Job summary

Jobtailor in San Diego, CA seeks a detail-focused legal support professional to manage UCC filings, searches, and closing workflows. You will handle financing statements, closing checklists, and signature packets, ensuring accuracy and timely delivery across remote, hybrid, and in-office environments.

The role requires meticulous organization, strong communication, and the ability to manage multiple tasks while upholding confidentiality and regulatory standards.

Qualifications

Bachelor’s degree or a combination of education, training, and experience demonstrating ability to perform essential duties.
Minimum two (2) years of experience in a law firm, corporate services, or professional services environment beneficial.
Familiarity with UCC filings and searches, with willingness to develop proficiency.
Strong attention to detail, organizational skills, and follow-through.
Ability to manage multiple tasks and competing priorities under supervision.
Clear and professional written, verbal, and interpersonal communication skills.
Responsive client-service mindset and sound professional judgment.
Ability to work effectively in a team environment and elevate questions or issues as needed.
Commitment to confidentiality, regulatory compliance, and firm policies and procedures.
Ability to learn and use firm systems and technology platforms, including iManage and Intapp.

Responsibilities

Prepare, submit, and track UCC filings and searches
Obtain and distribute filing confirmations and file copies
Prepare and submit financing statements and post closings
Order and review post-closing searches, closing checklists, ancillary documents, and consistency letters
Prepare closing packages and perform quality-control reviews
Compile and transmit signature packets via DocuSign
Review insurance certificates and subscription agreements
Order and review lien searches and draft lien search charts
Order and review good standing certificates and articles of incorporation
Conduct judgment, tax, and litigation searches
Assist with prebills, invoices, new matters, and vendor invoice payments
Maintain organized records, calendars, tickler systems, and trackers in firm databases and document management systems
Follow established procedures, workflows, and deadlines and provide coverage for team members
Track and record client-billable time to meet minimum billable hour requirements
Maintain strict confidentiality of firm and client information
Work closely with attorneys and provide backup support to paralegals and legal support professionals

Skills

UCC Filings

UCC Searches

Financing Statements

Closing Packages

Quality-Control Reviews

Lien Searches

Judgment Searches

Tax Searches

Litigation Searches

Corporate Filings

Vendor Invoice Payments

Education

Bachelor’s degree

Equivalent experience considered

Tools

DocuSign

iManage

Intapp

SimplyAgree

Firm Databases

Microsoft Office

Job description

Prepare, submit, and track UCC filings and searches
Obtain and distribute filing confirmations and file copies
Prepare and submit financing statements and post closings
Order and review post-closing searches, closing checklists, ancillary documents, and consistency letters
Prepare closing packages and perform quality-control reviews
Compile and transmit signature packets via DocuSign
Review insurance certificates and subscription agreements
Order and review lien searches and draft lien search charts
Order and review good standing certificates and articles of incorporation
Conduct judgment, tax, and litigation searches
Assist with prebills, invoices, new matters, and vendor invoice payments
Maintain organized records, calendars, tickler systems, and trackers in firm databases and document management systems
Follow established procedures, workflows, and deadlines and provide coverage for team members
Track and record client-billable time to meet minimum billable hour requirements
Maintain strict confidentiality of firm and client information
Work closely with attorneys and provide backup support to paralegals and legal support professionals

Requirements

Familiarity with UCC filings and searches, with willingness to develop proficiency
Strong attention to detail, organizational skills, and follow-through
Ability to manage multiple tasks and competing priorities under supervision
Clear and professional written, verbal, and interpersonal communication skills
Responsive client-service mindset and sound professional judgment
Ability to work effectively in a team environment and elevate questions or issues as needed
Commitment to confidentiality, regulatory compliance, and firm policies and procedures
Ability to work independently and collaboratively
Ability to perform effectively across remote, hybrid, and in-office work environments
Ability to learn and use firm systems and technology platforms, including iManage and Intapp
Bachelor’s degree or a combination of education, training, and experience demonstrating ability to perform essential duties
Minimum two (2) years of experience in a law firm, corporate services, or professional services environment beneficial
Experience with corporate filings and document management systems
Experience with DocuSign, SimplyAgree, or similar closing workflow tools
Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and Teams

Core Competencies

Demonstrates proficiency in UCC filings and searches, along with strong organizational skills and attention to detail. Capable of managing multiple tasks while maintaining confidentiality and compliance within a legal environment.

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