Executive Assistant (San Francisco)

Position summary

This executive assistant role is responsible for providing high-level, executive, and confidential administrative support. This role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that would otherwise remain siloed; a communicator linking the practice team, clients, and the broader organization.

Job Duties And Responsibilities Specialized legal support leading to exceptional client service

• Calendar management and scheduling with meticulous attention to detail, including proactively identifying and monitoring matter-related deadlines, and organizing and creating invitations for internal and external events to include all pertinent details (Zoom links, locations, contact information), often across time zones and multiple busy calendars
• Liaise with internal and external clients and support services (e.g., IT, Travel, and Office Services, as well as external vendors) on behalf of the attorney and the practice team as it pertains to scheduling of meetings, events, and travel
• Leveraging the Firm’s Travel Department while overseeing all aspects of travel planning, logistics, details, and execution, to attorney preferences, aiming to be efficient with the attorney’s time during business trips, and keeping client-related components of business trips at the forefront
• Track all follow-up requests (meetings, materials, deliverables)
• Approach all client interactions, either in writing, by telephone, or in person, with professionalism, discretion, and diplomacy, as a representative of the attorney, the practice team, and the Firm
• Prepare and/or disseminate schedules, notifications, agendas, minutes, and meeting materials. Proactively prepare or coordinate preparation of background materials and due diligence for meetings to ensure attorney is prepared for meetings, events, and interactions
• Prepare/draft legal documents as required, including exhibits for trial or closings, trial/closing binders, correspondence, notices, pleadings, and memoranda
• Build and maintain an effective working relationship with personnel at all levels. Effectively manage communications with high-level internal and external constituents
• Process Matter Opening Forms promptly, ensuring timely follow-up and assignment and communication of matter numbers. Maintain an ongoing status list of MOFs and new matters opened
• Contribute to success of the attorney’s financial and client growth goals
• Independently prioritize, research, and follow up on multiple incoming issues and concerns addressed to the attorney, including those of sensitive and/or confidential nature; recommend appropriate course of action, referral, and/or response
• Maintain Outlook contact lists, promptly adding new contacts upon introduction to the attorney and keeping up to date as contact information changes
• Work in conjunction with the Firm’s Business Center to ensure prompt processing of all expenses
• Process timesheets daily, drafting entries and following up as appropriate
• Onsite responsibilities may include meeting clients in a professional manner; use of standard office equipment, including copiers and scanners; maintaining physical files; reviewing jobs for quality assurance; and providing support to attorneys outside of team assignments
• Provide support outside of standard working hours, including during evenings and weekends, as needed
• Additional duties as assigned

Corporate Tasks As Required

• Westlaw/Research: Perform internet research. Request UCC lien/litigation/bankruptcy searches from various entities (both state and county). Request certified copies of formation documents from various entities (both state and county); file formation documents with various entities (both state and county)
• Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (i.e., for purposes of tax filings); retrieve documents from files as needed
• Maintain Client Minute Books

Litigation Tasks As Required

• E-filings: Federal, state, and appellate court filings. Scheduling remote court appearances
• Schedule messengers and other vendors for pick-up of documents for errands such as filings with court, delivery of documents to counsel, and other types of errands
• Depositions: Schedule court reporter for hearing and/or depositions, download transcript, and/or send to client for review

Job duties and r…