Essential Duties and Responsibilities:

Include the following. Other duties may be assigned.

• Draft, review and analyze corporate/partnership/LLC records.
• Prepare and maintain entity books with organizational documents, minutes, and consents.
• Prepare ownership diagrams and transaction diagrams (Visio Software).
• Prepare and submit entity and regulatory filings.
• Maintain tickler system for corporate director and shareholder meetings and consents(Access Software); prepare and distribute monthly schedule of upcoming director and shareholder meetings; prepare and transmit reminder letters to clients for annual meetings and form of unanimous consents in lieu of meetings.
• Interact with and exchange correspondence with attorneys and clients on various entity, transaction, and related matters.
• Maintain entity records on Document Share site.
• Prepare PDF-bookmarked electronic document binders; as requested by attorney.
• Interact with various government agencies to obtain information, documents and forms.
• Interact with Texas Comptroller’s Office regarding franchise tax reports, sales and use tax permits and reports, certificates of account status, and entity terminations.
• Review and analyze various legal matters and prepare reports for clients as requested.
• Travel to private and public buildings to assist attorney in attending to client legal matters.
• Interact with third-party registered agent and corporate/entity service providers.
• Maintain contacts with contact information for clients, third-party service providers (e.g., registered agent services), and governmental agencies.
• Obtain apostilles and legalization of documents as requested.
• Prepare and maintain annual securities schedule for Firm insurance reporting.
• Coordinate and prepare client audit letters and related matters.
• Maintain corporate, partnership and LLC forms and checklists.
• Prepare online background search report for new clients, as requested.
• Prepare and maintain transaction checklists; organize and assist with closings.
• Prepare schedules and exhibits to legal documents.
• Prepare closing documents.
• Track and record time spent performing all client services and all Firm-related tasks.
• Establish weekly project status meetings with attorneys and legal secretaries to facilitate communications and work flow.

• 5 or more years of experience working in a law firm setting, supporting attorneys in a corporate/transactional practice. 
• Degree or Paralegal Certificate preferred.