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About the Company: Our client is a dynamic financial services firm focusing on innovation and client-first solutions in order to deliver personalized strategies across investment, planning, and risk management.
Job Responsibility:
Form, dissolve, and maintain corporate entities in multiple jurisdictions
Obtain good standing certificates and monitor state and local annual filing requirements
Draft and track written consents, resolutions, and other corporate governance documents
Coordinate collection and submission of tax-related documents and KYC documentation
Monitor and follow-up on amendments, waivers, and consent documentation
Coordinate execution of signature pages and notarizations
Support transaction closings including preparation of closing deliverables, closing checklists, and post-closing binders or closing sets
Track real estate loan reporting obligations and compliance requirements
Oversee ongoing corporate maintenance and documentation for portfolio companies
Requirements:
Bachelor’s degree required
4-6 years of relevant paralegal experience in a corporate, financial services, or private equity environment
Familiarity with corporate governance procedures, legal entity management, and regulatory filings
Strong attention to detail, organizational skills, and the ability to prioritize across multiple projects
Nice to have:
Experience with legal entity management systems and data platforms a plus