Search using our robust engine. Get the recommendations you need to get ahead.
Browse through our expansive list of legal practice areas.
Work where you are or where you would like to be. Find where you will work with LawCrossing.
Use our marketplace to feature your opportunity
Start your search today
Set up your account and manage your company profile on LawCrossing
Look through and compare company profiles
Learn from the legal expert
Discover salaries and the scope of your next job
LawCrossing Works Read Testimonials and Share your Story
Emotions and Our Careers
In-House
Legal Staff
Corporate - Private Equity
Min 7 yrs required
Senior Paralegal - Mutual Funds The candidate will be responsible for providing legal and administrative support to SAAMCo’s legal department. Will provide board management support for the retail and annuity-dedicated mutual fund boards of directors, including, but not limited to, preparing board agendas, memos, resolutions, written consents, minutes and managing online board materials. Prepare and/or provide support to attorneys in connection with SEC filings, including mutual fund registration statements, prospectus supplements, N-14 proxy statements/prospectuses, proxy statements and information statements. Oversee the administration of blue sky and foreign custody work on behalf of the mutual funds. Responsible for maintaining key fund and adviser agreements. Responsible for overseeing recordkeeping and maintenance of fund reference library and regulatory materials; responsible for timely and accurate filing of records and ensuring compliance with recordkeeping policies and procedures. Provide general legal support to attorneys, including by preparing contracts and general legal documents; provide support in reviewing shareholder reports; provide support in completing ICI surveys/questionnaires, D&O questionnaires, and applications for D&O/E&O and fidelity bond coverage. Responsible for maintaining the mutual fund entities in good standing, including by ensuring all state law filings are completed in a timely manner; provide support on corporate governance related matters. Client-facing role: expected to help promote the Legal Department’s positive culture and have excellent communication and relationship skills. Manage paralegal team. Responsible for managing staffing and fostering the growth and development of the paralegal team; responsible for partnering with the attorneys in allocating resources and in prioritizing staffing needs.
Qualification and Experience
The candidate should have 7+ years of experience as a paralegal with a 5+ years of registered mutual fund experience, including advanced proficiency with Form N-1A and preparing and filing mutual fund registration statements. Experience working for an investment adviser or major law firm as a mutual fund paralegal is strongly preferred. Must have excellent written and oral communication skills, including effective grammar, spelling and proofreading skills, strong organization and project management skills. Prior management experience is preferred. Advance proficiency with ArcPro or other content management system is strongly preferred. Proficiency with Microsoft Office software including Word, Excel, PowerPoint and Outlook is required. Experience with Diligent and SharePoint is desirable. Bachelor’s Degree is required.
Ref. JR1808205
Sign Up Now