Responsibilities
- Create, format and maintain high-quality transaction documents, including finance documents based on LMA and other market-standard forms
- Establish and maintain robust template documents, styles and precedent materials for the Real Estate & Infrastructure Finance team
- Assist with document set-up, numbering, formatting, cross-references, tables, schedules, signatures and presentation
- Maintain accurate records of template updates, document versions and agreed formatting or drafting standards
- Provide support and guidance on document templates, styles, formatting conventions and MS Word best practice
- Identify opportunities to improve document production processes, consistency and efficiency
- Prepare, amend and finalise suites of transaction documents to demanding deadlines
- Collaborate with lawyers and business services colleagues to deliver complete transaction documentation
- Respond to document production requests, prioritise competing tasks and communicate progress
- Support live financing transactions through document mark-ups, comparison documents, version control and agreed drafting changes
- Deliver responsive, high-quality internal support for complex real estate, infrastructure and structured finance transactions
Requirements
- Advanced proficiency in Microsoft Word, including styles, numbering, tables, cross-references, tracked changes, document comparison and complex formatting
- Proficiency in Microsoft Excel, Outlook and PowerPoint
- Experience with iManage and document comparison software
- Previous experience in a document production, legal support, transaction support or professional services support role
- Excellent attention to detail and commitment to accuracy, consistency and high-quality presentation
- Ability to work confidently with complex documents, large transaction document sets, multiple versions and fast-moving amendments
- Strong organisational skills and ability to prioritise a varied workload under time pressure
- Clear written and verbal communication skills
- Proactive approach to problem-solving, continuous improvement and developing practical document production solutions
- Desirable: previous experience within a law firm, legal document production team or finance/transactional practice group
- Desirable: familiarity with LMA or other market-standard finance documentation, templates or drafting conventions
- Desirable: experience with finance, real estate, infrastructure, structured finance or other transaction documentation
- Desirable: knowledge of legal terminology, law firm structures and expectations of lawyers and clients on complex transactions
Core Competencies
Demonstrates advanced proficiency in Microsoft Word and document production processes, ensuring high-quality transaction documentation for real estate and infrastructure finance. Capable of managing complex documents and collaborating effectively with legal and business teams under tight deadlines.
Highest-signal resume keywords
- Advanced Proficiency In Microsoft Word
- Document Production Experience
- Strong Organisational Skills
- Clear Written And Verbal Communication
- Proactive Problem-Solving
ATS Optimization Keywords Hard Skills
- Document Formatting
- Document Comparison
- Complex Document Management
- Version Control
- Template Creation
- Attention To Detail
- Document Mark-Ups
- Cross-References
- Tracked Changes
- LMA Familiarity
Soft Skills
- Strong Communication
- Organisational Skills
- Proactive Approach
- Attention To Detail
Industry Keywords
- Real Estate Finance
- Infrastructure Finance
- Structured Finance
- Legal Document Production
- Transaction Documentation
Tools & Technologies
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- IManage
- Document Comparison Software
Transactional Executive - Real Estate employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
