Legal Assistant

Banking Clerk/Legal Assistant

Rochester, New York

Insero Talent Solutions is partnering with a well-established and highly respected law firm in Rochester in search of a Banking Clerk/Legal Assistant.

The Banking Clerk will provide administrative and operational support to attorneys and paralegals within the Banking and Finance practice group to ensure the efficient management of client matters and day-to-day practice operations. This role requires strong organizational abilities, attention to detail, discretion in handling confidential information, and the ability to manage multiple priorities in a fast-paced professional environment.

Responsibilities:

• Prepare, revise, format, proofread, and finalize legal documents, correspondence, forms, closing materials, and other miscellaneous documentation related to banking and finance matters.
• Maintain and organize electronic and physical client files, including opening, maintaining, and closing files in accordance with firm procedures.
• Assist attorneys and paralegals with transactional closings, including preparation of closing binders, signature pages, closing sets, and the creation and maintenance of detailed closing checklists.
• Coordinate with clients, lenders, title companies, government agencies, and other third parties to obtain required documentation and information necessary for transactions and file management.
• Conduct external communications and follow-up calls with agencies, vendors, and clients in a professional and timely manner.
• Process invoices, assist with expense-related administrative tasks, and support general office and practice group operations as needed.
• Perform additional administrative and operational duties as assigned.

Requirements:

• Associate’s degree, preferred.
• 2+ years of administrative experience required; prior experience within a law firm, banking institution, real estate environment, or other professional services setting strongly preferred.
• Experience supporting banking, finance, commercial lending, or real estate transactions is highly desirable.
• Strong proficiency in Microsoft Office Suite, including Word, Outlook, and Excel.
• Exceptional written and verbal communication skills.
• Strong proofreading, organizational, and time management abilities with a high level of attention to detail.
• Ability to prioritize competing tasks, manage deadlines effectively, and adapt within a fast-paced environment.
• Ability to work both independently and collaboratively within a team-oriented environment.
• Professional demeanor with a commitment to confidentiality and client service excellence.