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Financial Mismanagement and ERISA Litigation Legal Assistant
Sanford Heisler Sharp McKnight, LLP
La Jolla, CA · Labor & Employment
Provides administrative and substantive support to attorneys in ERISA and financial mismanagement litigation matters and assists with a variety of firm matters in a hands-on manner. Works closely with attorneys and other Legal Assistants in all aspects of pre-litigation investigations and active litigation, including cases involving fiduciary breaches, excessive fees, imprudent investment practices, and other violations of federal benefits and securities laws. Responsibilities include conducting factual and financial investigations; reviewing plan documents, financial disclosures, and investment data; drafting and revising key case-related documents, including memoranda, complaints, motions, affidavits, briefs, and correspondence; performing potential client intake interviews; managing highly confidential case files; and preparing for and attending depositions, mediations, client and expert meetings, and court proceedings. Essential Functions: Investigate and analyze financial mismanagement and ERISA-related claims, including reviewing plan documents, financial records, and public filings; conduct legal research using tools such as Westlaw Summarize financial and factual findings for attorneys, including analysis of fiduciary breaches, excessive fees, and investment performance Draft and assist with case-related documents, including memoranda, complaints, motions, affidavits, briefs, and demand letters Organize and maintain case files, including financial data, expert materials, pleadings, and correspondence Manage case logistics, including coordinating with experts (e.g., financial analysts), vendors, and maintaining calendars, deadlines, and expenses Prepare for and attend depositions, hearings, mediations, and client/expert meetings Review large volumes of documents to identify relevant evidence supporting claims Interview potential clients, summarize information, and assist in evaluating potential claims File legal documents in accordance with court rules and procedures Track billable time and assist with training new Legal Assistants as needed Provide administrative and operational support to attorneys and Managing Partner(s), and perform other related duties as assigned Qualifications: To be eligible, an applicant must have a bachelor’s degree, be willing to make a two-year commitment, and be available to begin work immediately. Applicants should also have: Extremely strong organizational skills, including the ability to balance multiple pressing tas
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