Legal Assistant (Paralegal & Administrative Support)

Legal Assistant (Paralegal & Administrative Support) D.A. Davidson Companies, an independent employee‑owned firm with 90 years of history, values integrity and community impact. Overview The Legal Assistant works with the General Counsel and a 7‑person legal team, combining paralegal duties with administrative support to ensure efficient legal workflows and day‑to‑day operations. Responsibilities include managing calendars and travel, coordinating meetings, preparing and maintaining legal documents, managing vendor contracts for the legal department, researching legal questions, assisting with litigation discovery, processing subpoenas, and maintaining secure legal files. Qualifications Required Bachelor’s degree or equivalent experience Paralegal certificate or relevant legal training 2–5+ years of experience in a paralegal, legal assistant, or administrative support role Strong organizational skills and attention to detail Ability to manage multiple priorities and meet deadlinesProficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams) Preferred Experience in financial services, broker‑dealer, or investment advisory environments Familiarity with regulatory frameworks (SEC, FINRA) Experience with contract management systems or legal workflow tools Strong organizational and communication abilities Experience managing legal documents and confidential data Experience with electronic discovery (e‑discovery) in litigation and regulatory matters and familiarity with commonly used e‑discovery platforms and tools Discretion and trustworthiness in handling sensitive information Duties Legal Support Assist attorneys with legal research, document preparation, and regulatory analysis Draft, review, and manage standard legal documents, including agreements, disclosures, and internal memoranda Assist with litigation support tasks, including coordinating discovery, collecting and organizing documents, assisting with filings, and tracking deadlines Maintain internal legal department tracking logs such as litigation hold summaries, active and closed legal matter reporting, legal expense tracking, and outside counsel guidelines Support regulatory filings and maintain documentation in accordance with applicable legal requirements Track and manage deadlines, filings, and legal matters to ensure timely completion Maintain organized and confidential legal files and records Contract & Document Management Coordinate the intake, review, and routing of contracts and legal materials and firm legal documents Assist with due diligence and document compilation for transactions, audits, and inquiries Assist with responses to subpoenas, document requests, etc. Assist with litigation and arbitration management including documentation gathering, e‑discovery and email review Administrative Support Provide primary legal and administrative support to the General Counsel Provide administrative support to the legal team, including scheduling, correspondence, and meeting preparation Provide administrative support to the legal team with respect to travel and expense tracking and reimbursement Coordinate internal communications and assist in preparing presentations and reports Support departmental processes and contribute to workflow improvements Assist with onboarding, training materials, and internal documentation as needed Cross‑Functional Collaboration Respond to internal requests for information and documentation in a timely and professional manner Support implementation of firm policies, procedures, and initiatives Compensation & Benefits The potential base pay hiring range is $82,000 to $103,000 annually. The compensation offered will be determined on a case‑by‑case basis considering a variety of factors. Competitive salary Medical, Dental and Vision Company 401(k) and ESOP contribution Generous sick, vacation, and maternity/parental leave Paid holidays Professional development opportunities Tuition reimbursement ($15,000 lifetime cap) Discounted personal insurance (home, auto and recreational vehicles) Charitable gift‑matching program Davidson Day of Giving – community impact tradition Equal Opportunity Employer We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. California applicants, please see D.A. Davidson’s California Resident Privacy Policy. #J-18808-Ljbffr