Legal Assistant
Peachtree Group, Atlanta, GA, United States
Overview
Location: Atlanta, GA (Buckhead Corporate Office)
Position Summary: Peachtree Group is seeking a highly organized and detail-oriented Legal Assistant to support its legal and corporate teams. This role is responsible for managing administrative processes, maintaining legal records and trackers, and assisting with entity management, compliance, and transactional support. The ideal candidate thrives in a fast-paced environment and is comfortable handling both ongoing operational tasks and project-based initiatives.
Responsibilities
Administrative Support
Create and manage FedEx labels and track deliveries
Coordinate courier orders and monitor delivery status
Scan and organize paid-off loan files, including saving Notes and Allonges
Facilitate EB-5 and licensing signature processes for non-legal documents
File & Inventory Tracking
Maintain inventory of loan files located in the corporate office
Track and document the location of loan files held externally or with third parties (including CTC)
Update and maintain safe inventory records, including items stored outside the primary safe
Audit entity foreign qualifications and good standing status across multiple states (including AL, CA, MD, TN, TX)
Legal & Corporate Support (Ongoing)
Maintain and update legal form templates, including organizational charts, operating agreements, contribution agreements, and authority documents
Track entity dissolutions and coordinate confirmations for legal review
Process and maintain Certificate of Authority (COA) amendments, including document storage and organization
Update and maintain entity master lists, including adding NAICS codes and associating entities with relevant deals
Audit third-party custodial (CTC) files for paid-off loans and coordinate return of documents
Prepare and generate W-9 forms
Provide entity documentation for bank account setup and maintenance
Organize and store miscellaneous legal and compliance documents (e.g., licensing materials, signature packages, shipping records)
Legal & Corporate Support (Project-Based / Retroactive)
Update master organizational charts with historical lender information (e.g., PCF IV)
Create and maintain structured deal folders, including adding Senior Financing documentation
Revise and maintain document shortcuts and file structures during system migrations (e.g., S drive to SharePoint)
Qualifications
Bachelor’s degree or paralegal certification preferred
2+ years of experience in a legal assistant, paralegal, or corporate administrative role
Experience with entity management, legal documentation, or transactional support preferred
Strong proficiency in Microsoft Office (Excel, Word, Outlook) and document management systems
Exceptional organizational skills with strong attention to detail
Ability to manage multiple tasks and deadlines in a dynamic environment
Strong communication skills and ability to collaborate across departments
High level of discretion and professionalism when handling confidential information
Preferred Qualifications
Experience with corporate governance, real estate, or finance-related legal work
Familiarity with entity management platforms (e.g., CSC, SharePoint)
Notary Public certification or willingness to obtain
Why Join Peachtree Group
Exposure to complex corporate and real estate transactions
Collaborative and fast-paced work environment
Opportunities for growth within legal and corporate operations
#J-18808-Ljbffr
Location: Atlanta, GA (Buckhead Corporate Office)
Position Summary: Peachtree Group is seeking a highly organized and detail-oriented Legal Assistant to support its legal and corporate teams. This role is responsible for managing administrative processes, maintaining legal records and trackers, and assisting with entity management, compliance, and transactional support. The ideal candidate thrives in a fast-paced environment and is comfortable handling both ongoing operational tasks and project-based initiatives.
Responsibilities
Administrative Support
Create and manage FedEx labels and track deliveries
Coordinate courier orders and monitor delivery status
Scan and organize paid-off loan files, including saving Notes and Allonges
Facilitate EB-5 and licensing signature processes for non-legal documents
File & Inventory Tracking
Maintain inventory of loan files located in the corporate office
Track and document the location of loan files held externally or with third parties (including CTC)
Update and maintain safe inventory records, including items stored outside the primary safe
Audit entity foreign qualifications and good standing status across multiple states (including AL, CA, MD, TN, TX)
Legal & Corporate Support (Ongoing)
Maintain and update legal form templates, including organizational charts, operating agreements, contribution agreements, and authority documents
Track entity dissolutions and coordinate confirmations for legal review
Process and maintain Certificate of Authority (COA) amendments, including document storage and organization
Update and maintain entity master lists, including adding NAICS codes and associating entities with relevant deals
Audit third-party custodial (CTC) files for paid-off loans and coordinate return of documents
Prepare and generate W-9 forms
Provide entity documentation for bank account setup and maintenance
Organize and store miscellaneous legal and compliance documents (e.g., licensing materials, signature packages, shipping records)
Legal & Corporate Support (Project-Based / Retroactive)
Update master organizational charts with historical lender information (e.g., PCF IV)
Create and maintain structured deal folders, including adding Senior Financing documentation
Revise and maintain document shortcuts and file structures during system migrations (e.g., S drive to SharePoint)
Qualifications
Bachelor’s degree or paralegal certification preferred
2+ years of experience in a legal assistant, paralegal, or corporate administrative role
Experience with entity management, legal documentation, or transactional support preferred
Strong proficiency in Microsoft Office (Excel, Word, Outlook) and document management systems
Exceptional organizational skills with strong attention to detail
Ability to manage multiple tasks and deadlines in a dynamic environment
Strong communication skills and ability to collaborate across departments
High level of discretion and professionalism when handling confidential information
Preferred Qualifications
Experience with corporate governance, real estate, or finance-related legal work
Familiarity with entity management platforms (e.g., CSC, SharePoint)
Notary Public certification or willingness to obtain
Why Join Peachtree Group
Exposure to complex corporate and real estate transactions
Collaborative and fast-paced work environment
Opportunities for growth within legal and corporate operations
#J-18808-Ljbffr