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Financial Legal Assistant Jobs in Wisconsin (NOW HIRING)

DEWITT LLP

Corporate Legal Assistant

Green Bay, WI · On-site

Communicate professionally with clients, financial institutions, title companies, government ... Prior legal assistant, executive assistant, or professional administrative experience (law firm ...

TDS Telecom

Intern-Legal

Madison, WI · On-site +1

$20/hr

Responsibilities We anticipate that the legal intern will have the opportunity to assist with some ... financial well-being, and overall happiness. Our limited term associates are eligible for the ...

TDS Telecom

Intern-Legal

Madison, WI · On-site +1

$20/hr

We anticipate that the legal intern will have the opportunity to assist with some or all of the ... financial well-being, and overall happiness. Our limited term associates are eligible for the ...

TDS Telecom

Intern-Legal

Madison, WI · On-site +1

$20/hr

Responsibilities We anticipate that the legal intern will have the opportunity to assist with some ... financial well-being, and overall happiness. Our limited term associates are eligible for the ...

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All JobsFinancial Legal JobsFinancial Legal Assistant JobsFinancial Legal Assistant Jobs in Wisconsin

Financial Legal Assistant information

What is a financial legal assistant?

Financial Legal Assistants are specialized administrative professionals who support attorneys and legal teams in matters related to finance, banking, and business law. Their responsibilities often include preparing and reviewing financial documents, assisting with regulatory compliance, organizing case files, and conducting research on financial laws and regulations. They play a key role in ensuring that legal processes involving financial transactions run smoothly and efficiently. Financial Legal Assistants may work in law firms, corporate legal departments, or financial institutions.

How does a financial legal assistant typically collaborate with attorneys and financial professionals on complex cases?

Financial Legal Assistants play a key role in supporting attorneys by preparing financial documentation, conducting research, and coordinating with accountants or financial advisors. They often assist in gathering and organizing data for cases involving trusts, estates, mergers, or financial disputes. Effective communication and attention to detail are essential, as the role requires ensuring that all financial records are accurate and deadlines are met. Collaboration with both legal and financial teams is crucial to provide comprehensive support and contribute to successful case outcomes.

What are the key skills and qualifications needed to thrive as a financial legal assistant, and why are they important?

To thrive as a Financial Legal Assistant, you need a strong understanding of legal terminology, financial regulations, and administrative procedures, often supported by a paralegal certificate or relevant experience. Familiarity with legal research databases, document management systems, and financial software like Excel is typically required. Attention to detail, organization, and strong communication skills make an individual stand out in this role. These competencies are crucial for ensuring accurate legal and financial documentation, supporting attorneys effectively, and maintaining compliance in a complex regulatory environment.

What is the difference between Financial Legal Assistant vs Paralegal?

AspectFinancial Legal AssistantParalegal
CredentialsAssociate degree or certification, some legal or financial trainingAssociate degree or paralegal certificate, legal training
Work EnvironmentLaw firms, financial institutions, corporate legal departmentsLaw firms, corporate legal departments, government agencies
Employer & Industry UsageLegal and financial sectors requiring legal support with financial knowledgeLegal support roles across various industries, including finance

Financial Legal Assistants focus on legal tasks involving financial documents and transactions, often requiring financial knowledge combined with legal support skills. Paralegals provide broader legal support across various practice areas. Both roles typically require similar educational backgrounds and work in legal environments, but Financial Legal Assistants specialize in financial legal matters.

Do you need a legal degree to be a financial legal assistant?

A legal degree is not typically required to be a financial legal assistant, but relevant education such as a paralegal certificate or associate degree in legal studies is often preferred. Strong knowledge of legal and financial documents, attention to detail, and proficiency with legal software are important for the role.

What are popular job titles related to Financial Legal Assistant jobs in Wisconsin?

For Financial Legal Assistant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Financial Legal Assistant jobs in Wisconsin look for?

The top searched job categories for Financial Legal Assistant jobs in Wisconsin are:

Financial Legal Assistant jobs near you

Corporate Legal Assistant

Green Bay, WI • On-site

DEWITT LLP
See more jobs at DEWITT LLPexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Join DeWitt LLP

DeWitt LLP is seeking a highly organized, detail-oriented Legal Assistant to join our Green Bay office. This full-time, in-person position provides direct support to two attorneys, whose practices focus on business law, mergers and acquisitions, commercial real estate, corporate governance, and complex business transactions.

This is an excellent opportunity for someone who enjoys working in a fast-paced, collaborative environment and takes pride in delivering exceptional client service while supporting sophisticated transactional legal work.

What You'll Do

As a Legal Assistant, you will play an integral role in helping our attorneys provide responsive, high-quality legal services to businesses, entrepreneurs, developers, and commercial clients. Responsibilities include:

  • Prepare, proofread, revise, and format a variety of legal documents, correspondence, contracts, closing documents, and corporate records.
  • Assist with mergers and acquisitions, commercial real estate transactions, entity formations, corporate governance matters, and commercial contracts.
  • Organize and maintain electronic and physical client files.
  • Coordinate transaction timelines, due diligence materials, and closing checklists.
  • Manage attorney calendars, schedule meetings, and coordinate client communications.
  • Prepare expense reports, time entries, and client billing information.
  • Open new client matters, perform conflict checks, and maintain accurate client records.
  • Communicate professionally with clients, financial institutions, title companies, government agencies, and other outside contacts.
  • Assist with document management and e-filing when appropriate.
  • Perform additional administrative and legal support duties as assigned.
Education Requirements
  • Education: Associate degree, High School Diploma, GED Equivalent, or industry-specific certifications.

What We're Looking For

The ideal candidate will possess:

  • Prior legal assistant, executive assistant, or professional administrative experience (law firm experience preferred).
  • Experience supporting business, corporate, or commercial real estate attorneys is a plus.
  • Exceptional attention to detail and organizational skills.
  • Strong written and verbal communication abilities.
  • The ability to prioritize competing deadlines while maintaining accuracy.
  • A proactive, team-oriented approach and a commitment to outstanding client service.
  • Strong proficiency with Microsoft Office, including Word, Outlook, Excel, and Teams.
  • Experience with legal document management and timekeeping systems is preferred.

Why DeWitt?

At DeWitt, we believe our people are our greatest strength. We foster a collaborative, respectful workplace where employees are empowered to grow professionally while delivering exceptional service to our clients.

We offer a competitive compensation and benefits package, including:

  • Medical, dental, and vision insurance
  • Health Savings Account (HSA) with firm contribution
  • 401(k) retirement plan with profit sharing
  • Paid time off and paid holidays
  • Life and disability insurance
  • Professional development opportunities
  • A supportive and collaborative team environment

Apply Today

If you are an organized professional who enjoys supporting complex business transactions and working alongside experienced attorneys in a collaborative law firm, we encourage you to apply.

Apply