Legal Assistant

Talley LLP

Official Title: Legal Assistant (AI-Enabled)

Location: Orange, California

Full Time/Onsite Monday – Friday

About the FirmTalley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line.Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities.Our services include:

• Audit & Assurance services, including financial reporting
• Tax compliance,
• Tax planning, and proactive advice
• Business consulting
• Estate planning, business planning, M&A, and tax law services delivered through TLG
• Outsourced accounting, controller and CFO services
• M&A, growth-through-acquisition, and operational consulting delivered through TCG

Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals.OverviewTalley Law Group is seeking a detail-oriented, tech-forward Legal Administrative Assistant to support a fast-moving and growing legal team. This is a hybrid role combining structured administrative support (50%) with hands-on execution of AI and automation workflows (50%).

This role focuses on executing and implementing systems and processes designed by leadership, not building them from scratch. The position plays a key role in supporting operational efficiency while ensuring day-to-day administrative functions run smoothly across the team.

The ideal candidate enjoys learning new tools and applying technology, specifically AI, to improve how work gets done.

Key Responsibilities

AI / Automation & Process Support (50%)

• Execute automation workflows following process maps and specifications developed by leadership.
• Use AI tools (e.g., Claude or similar) to support document drafting, research, and workflow execution
• Assist in implementing automation workflows using tools such as Microsoft Power Automate and similar platforms.
• Assist in identifying and executing process improvements across administrative and legal functions using technology. Continuously explore innovative tools and solutions to enhance productivity
• Maintain and update existing automation and systems as processes evolve

Administrative & Team Support (50%)

• Correspond with clients on administrative follow-ups to ensure timely and professional communication.
• Assist with office operations and administrative needs to support day-to-day team functions.
• Organize and maintain team documents, files, and system records to ensure accurate and accessible information. Support legal administrative processes and compliance filings to keep matters on track and deadlines met.
• Provide day-to-day support to leadership (calendar, expenses, scheduling, etc.).
• Review meeting and dictation recordings and document action items for distribution to the appropriate stakeholder.
• Assist with time entry, billing coordination, and expense management.

Required Experience

• 3+ years of experience in an administrative, executive assistant, or legal support role with strong execution and organizational responsibility.
• Experience in administrative operations and document management, with billing experience preferred, but not required.
• Experience with document management systems such as SharePoint or similar platforms.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment.
• Exercises discretion and maintains confidentiality when handling sensitive legal and client information.
• Collaborative working style with the ability to take direction and execute within defined processes.

Technical Skills

• Required:
• Experience using AI tools (e.g., ChatGPT, Claude, or similar) to support work tasks
• Microsoft Office (Word, Excel, Powerpoint, Outlook)
• Comfortable adopting new tools and platforms quickly
• Preferred (not required):
• Microsoft Power Platform (Power Automate, Power Apps, etc.)
• SharePoint or similar document management systems
• Practice management software (e.g., Karbon)

Core Competencies (Critical to Success)

Ownership & Follow-Through

• Takes responsibility for assigned tasks and sees them through to completion
• Raises relevant issues within their assigned work proactively, and brings recommendations alongside them.
• Reliable and consistent in a structured, fast-moving environment

Communication & Collaboration

• Clear, confident communicator across written and verbal formats
• Willing to share ideas and challenge processes constructively
• Open to feedback and able to receive constructive criticism professionally

Adaptability & Coachability

• Comfortable working in a direct, feedback-driven environment
• Adapts quickly to feedback, changing priorities, and evolving processes
• Handles shifting priorities without losing focus or follow-through

Attention to Detail & Organization

• Highly detail-oriented with strong follow-through
• Able to manage multiple priorities without losing track of tasks

Urgency & Execution Speed

• Demonstrates a strong sense of urgency and responsiveness
• Pivots quickly between tasks while maintaining quality and accuracy

Adaptability & Multitasking

• Thrives in a dynamic environment where priorities shift
• Capable of managing multiple workstreams simultaneously

Preferred Background

• Experience in:
• Legal, professional services, or similarly structured and process-driven environments
• Larger organizations with exposure to advanced tools and cross-functional collaboration
• Candidates who demonstrate strong curiosity and aptitude for learning AI tools and automation are highly desirable

Work Environment & Structure

• Fast-paced, collaborative team environment with clear expectations and structured processes

Compensation

• Hourly range: $30–$35/hour

Ideal Candidate Summary

• Comfortable using technology and interested in learning AI tools
• Highly organized and execution-driven
• Proactive, not reactive
• Comfortable working in a fast-paced environment with clear expectations
• Excited to execute and improve systems, not just maintain them

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