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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Senior Paralegal Specialist (Part-Time) Duties: Work for Investment Funds practice and work on one of the firm’s key clients. Under general supervision of assigned attorneys and administrative practice management and following prescribed department, office and firm procedures, Paralegals are assigned to work primarily on specific cases/transactions, provide general assistance to a project team of attorneys, and/or to support attorneys whose practice involves specific areas of law. May also monitor regulations, legal developments and compliance procedures in their area of expertise. In addition, Paralegals may be asked to provide general supervision of Project Assistants and other clerical staff. Paralegals are expected to perform all responsibilities with a commitment to providing superior service to the firm’s clients, attorneys, advisors and staff, and maintaining an atmosphere of teamwork and continuous improvement. Above all, Paralegals must fulfill the needs of the firm in a manner which is consistent with the Firm’s visions and values. Develop and maintain corporate structure documentation for key client by monitoring and tracking acquisitions and other organizational and structure changes. Arrange filings, mailings and service list deliveries with appropriate courts, government agencies and other parties, including preparing tax filings with the IRS (including SS-4’s, 8832’s, etc.), securities filings with the Securities and Exchange Commission (generally, via online websites), “blue sky filings,” Commodity Futures Trading Commission and National Futures Association (generally, via online websites). Assist with the organization of client materials and attorney work product including in computer based technology, especially in Microsoft Word, Microsoft Excel and Microsoft PowerPoint. Maintenance of forms and databases relating to partnerships, corporations, limited liability companies and other corporate forms, and research with respect to state filing requirements. Assist with on-going administrative client matters including preparation of routine or special board resolutions (officer appointment resolutions, transaction specific resolutions, etc.) and amendments to formation certificates and entity operating agreements. Form and qualify entities to do business in various states and other jurisdictions including coordinating with foreign counsel (e.g., Cayman Islands, Marshall Islands, Anguilla, Luxembourg, etc.) to form entities and prepare formation agreements. Under the supervision of an attorney, draft, edit, conform and otherwise assist in the preparation of legal documents including drafting simple initial formation agreements (such as certificates of formation/incorporation/limited partnership; limited partnership and limited liability agreements, etc.). Prepare binders and closing sets of completed transactions including preparation of distributions to clients and/or investors. Maintain files and other case or project records; circulate materials to project team, as needed; and maintain chronological records of project activity. Obtain services from outside contractors, including filing and registered service providers and foreign counsel. Act as liaison for the project team with support departments and other offices of the firm, anticipating and assuming responsibility for special staffing needs, such as overtime, clerical and/or notary assistance. Perform Apostille procedures regarding obtaining and certifying various legal documents. As requested by the administrative practice management, and/or assigned attorneys, coordinate work of other paralegals and/or project assistants or clerical team members.
Qualification and Experience
Qualifications: BA/BS degree required. 3+ years of experience in a paralegal position required. Legal Assistant/Paralegal certification desirable but not required. Demonstrate expertise in business structures, ownership and taxation issues. Ability to read, write and speak English. Strong organizational and time management skills, including the ability to organize self and others. Thorough knowledge of MS Office applications including Word, Excel, Outlook and PowerPoint (experience with creating. Familiarity with Adobe professional and Adobe Acrobat. Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others. Aptitude and willingness to work with complex procedures. Demonstrated strong attention to detail. Ability to read, comprehend and follow instructions. Ability to manage multiple priorities and adjust to changing priorities in a professional manner. Ability to work independently and with a team. Willingness and ability to assume new tasks and responsibilities. Strong analytical skills. Strong service orientation, and an ability to establish and maintain effective working relationships with users, peers, office and firm management, and outside business partner. Ability to work well under pressure, facilitate solutions, and meet deadlines and milestones for projects assigned. Commitment to maintaining confidentiality of client and office information and adhering to the Firm’s.
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