Practice Coordinator Transactions (Financial Services)

About The Role
The Practice Coordinator performs a wide range of administrative tasks to support assigned attorneys and other timekeepers and plays an integral role in daily practice support, combining premier assistance with administrative, organizational, project-based, and practice-related responsibilities to provide comprehensive support. The coordinator leverages detailed knowledge of legal procedures, firm operations, and client needs to ensure seamless and efficient management of attorney schedules, client matters, billing, and practice-related projects. This individual provides a high level of client service and support while producing a high volume of consistently excellent work product.

Practice Groups Supported: Transactions (Financial Services)

Administrative Coordination

· Maintains detailed calendars displaying appointments, deadlines, travel schedules, and conference calls. Proactively tracks important dates to ensure timely completion of key tasks.

· Provides professional relationship management with external and internal clients. Serves as a direct point of contact for telephone calls, emails, and in-person inquiries. Exercises sound judgment when screening communications, facilitating effective follow-up and high-quality client service.

· Creates and maintains client/matter lists and communication lists. Maintains contacts in Outlook and Salesforce.

· Manages both paper and electronic files in compliance with the firm’s records management policies, ensuring confidentiality and accuracy. Creates and maintains working files and binders as requested. Utilizes firm-provided software to accurately store email messages and maintain and retrieve files.

· In conjunction with Paralegals, may prepare or coordinate the preparation of Responses to Auditor Requests. Assists with preparation of Opinion Letters.

· Utilizes firm-designated workflow software to open and close matters. Processes and tracks conflict reports. Prepares engagement letters. Initiates client file transfer requests and assists with client disengagements. May facilitate the secure transfer of case/client data in accordance with firm’s data security policy.

General Practice Support

· Creates, edits, proofreads, and finalizes complex and practice specific legal and administrative documents, forms, and correspondence, ensuring accuracy and completeness.

· Engages in active coordination of practice-related projects such as practice group meetings and initiatives, client or industry research, and event planning. Interprets objectives, designs project timelines, and ensures that deliverables align with the firm’s expectations.

· Supports attorneys’ efforts to maintain client relationships. Coordinates pitch materials, tracks leads, updates contact databases, and arranges key client meetings. Assists with social media or targeted outreach.

· Partners with other administrative departments (Billing, Marketing, IT, Office Services) to assemble critical information, coordinate billing tasks, and maintain client satisfaction.

Job Type: Contract

Pay: $46.00 - $56.00 per hour

Expected hours: 40 per week

Work Location: Hybrid remote in Washington, DC 20037