Financial Analyst

Godfrey & Kahn, S.C. - Milwaukee, WI

Full-time - Mid Level

Milwaukee, WI

Professional, Scientific, and Technical Services

About the position

The Financial Analyst position at Godfrey & Kahn, S.C. involves managing a high volume of time-sensitive communications and providing administrative support to attorneys. The role requires strong organizational skills, attention to detail, and the ability to work independently while maintaining professionalism in client interactions. The analyst will also assist in various administrative tasks, including document preparation, meeting coordination, and client outreach.

Responsibilities

• Lead the management and administration of a large volume of time-sensitive communications.
• Maintain attorney business development contact lists through the firm's CRM.
• Consistently and professionally communicate through internal and external calls and emails, building relationships with clients.
• Perform administrative tasks independently.
• Prepare, edit, and finalize correspondence, legal documents, transcription, memos, and other materials.
• Proofread all materials for typographical errors, office style conformity, accuracy, and inclusion of required information and enclosures.
• Schedule and manage internal and external meetings and calendars, including working with the receptionist team to reserve meeting rooms and ensure meeting needs, such as refreshments and meals, are available as needed.
• Assist with continuous client outreach, contact, relationship building, and marketing activities.
• Facilitate incoming and outgoing mail.
• Assist with the management of attorney checklists and due diligence.
• Compile and prepare closing transaction document books.
• Manage attorney expenses and check requests.
• Timely filing and maintenance of paper and electronic documents and records.
• Assist in preparing, reviewing, and finalizing client invoices.
• Coordinate travel arrangements as needed.
• Monitor and report timekeepers' CLE credits.
• Act as back-up for other Legal Executive Assistants as needed.
• Manage attorney board and other pro bono work.
• Perform all other duties as assigned.

Requirements

• Bachelor's degree or equivalent experience preferred.
• Legal Assistant experience in commercial real estate strongly preferred.
• Excellent organization, time-management, and prioritization skills.
• Proficiency in Microsoft Office Suite, Work10, Adobe Pro.
• Must have good attention to detail.