Legal Transactional Secretary

Adams & Martin Group
  • San Mateo, California
  • Remote
  • $40–$45 Per Hour
30+ days ago

Job Description

Legal Transactional Administrator/Contract Closing Coordinator (Temporary-to-Hire)

A highly specialized boutique professional services firm focused on municipal finance is seeking a Closing Coordinator to support complex public-sector financing transactions. This firm partners with cities, counties, school districts, housing authorities, and other public agencies to fund critical infrastructure projects. The team is known for its depth of expertise, collaborative approach, and high-touch client service model.

Role Overview

The Closing Coordinator plays a key role in ensuring the smooth execution of financing closings by coordinating documentation, managing stakeholder communication, and overseeing critical administrative and organizational processes. This position is fully remote and operates within a highly detail-oriented, deadline-driven environment.


Key Competencies

  • Prior experience in a law firm, municipal, or government setting with exposure to legal contracts is required
  • Strong written and verbal communication skills with a professional, client-facing approach
  • Ability to follow direction while proactively identifying process improvements
  • Comfortable working in a remote environment with a high degree of accountability
  • Strong technical aptitude and ability to quickly learn new tools and systems
  • Exposure to municipal finance or California public agencies is a plus

Core Responsibilities

  • Support attorneys by drafting, organizing, and finalizing legal and transaction documents
  • Coordinate and facilitate the closing process for financial transactions
  • Review and verify cross-references in legal documentation
  • Interface directly with clients, public officials, and transaction stakeholders
  • Prepare supporting materials including Requests for Proposals, Tables of Contents, and Tables of Authorities
  • Maintain and update client and deal contact databases
  • Assist with regulatory filings (e.g., CDIACs)
  • Perform high-volume document processing (editing, formatting, merging, organizing)
  • Manage legal notices and publication processes
  • Coordinate delivery of sensitive materials (e.g., ballots, official documents via courier/mail services)

Organizational Skills

  • Strong time management with the ability to meet tight deadlines
  • Exceptional attention to detail and accuracy
  • Excellent analytical, organizational, proofreading, and editing skills
  • Ability to manage and maintain structured file systems

Technical Skills

  • Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and Mac OS
  • Experience with document creation, editing, and professional email communication
  • Familiarity with document management platforms (e.g., SharePoint, Box, NetDocuments)
  • Experience with workflow/project tools (e.g., Asana) is a plus
  • Exposure to contact management systems is helpful

Work Environment & Compensation

  • Fully remote, with structured onboarding and initial training provided
  • Standard business hours: 9:00 AM - 5:00 PM (local time alignment expected)
  • Contract

    All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

Numbers & Facts

LocationSan Mateo, California (
Remote
)
Salary$40–$45 Per Hour

Skills

  • Accounting Closeunmatched
  • Administrative Skillsunmatched
  • Analysis Skillsunmatched
  • Attorneyunmatched
  • Communication Skillsunmatched
  • Contact Managementunmatched
  • Contract Managementunmatched
  • County Ordinancesunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Document Managementunmatched
  • Documentationunmatched
  • Editingunmatched
  • File Systemsunmatched
  • Financeunmatched
  • Financial Transactionsunmatched
  • Governmentunmatched
  • Legalunmatched
  • Legal Documentsunmatched
  • Legal Support Skillsunmatched
  • Mac Operating Systemunmatched
  • Mail Servicesunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft Outlookunmatched
  • Microsoft SharePointunmatched
  • Microsoft Wordunmatched
  • Onboardingunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Process Developmentunmatched
  • Process Improvementunmatched
  • Professional Servicesunmatched
  • Proofreadingunmatched
  • Public Financeunmatched
  • Publicationsunmatched
  • Reference Verificationunmatched
  • Regulatory Submissionsunmatched
  • Request for Proposals (RFP)unmatched
  • State Laws and Regulationsunmatched
  • Systems Maintenanceunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Writing Skillsunmatched

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