Legal Staff Paralegal in Hauppauge, NY

In-House

Hauppauge, NY

Legal Staff Paralegal in Hauppauge, NY

Legal Staff

1-3 yrs required

No

Min Hiring Rate


H1 Paralegal I - Legal Administration

H2 **Members Only** - Virtual

Paralegal I - Legal Administration

Job Title: Paralegal I - Legal Administration
Location: Virtual
Company: **Members Only**
Salary: Minimum per hour
Experience: 1-3 years of paralegal or legal administration experience in a corporate or law firm environment

Key Responsibilities:
- Prepare client registration statement updates, SEC filings, and board materials for mutual fund clients
- Manage regulatory calendars and filing processes
- Maintain contractual agreements and corporate governance documents
- Assist with client-related projects and daily legal administration operations
- Implement and understand legal administration procedures for board meetings, corporate governance, and SEC filings

Working Relationships:
- Communicate with clients regarding general information, issue resolution, and reporting requirements
- Collaborate with team members and internal teams to follow up on inquiries and manage workflow

Education and Experience:
- Undergraduate degree from an accredited college or university
- Paralegal certificate from an accredited school, college, or university
- 1-3 years of paralegal or legal administration experience in a corporate or law firm environment
- Knowledge of the Investment Company Act of 1940

Knowledge:
- Financial services industry
- Relevant statutes and rules related to legal administration
- Investment Company Act of 1940
- Microsoft Office Suite and Adobe Acrobat

Skills and Abilities:
- Strong client service skills with an understanding of legal needs in relation to business needs
- Creative and critical thinking skills to troubleshoot issues
- Ability to multitask, analyze, and organize effectively
- Initiative, strategic thinking, and attention to detail
- Personal integrity, responsibility, accountability, and good judgment
- Effective use of resources and participation in problem-solving and decision-making
- Clear and concise communication, both written and oral
- Active listening and open exchange of ideas
- Resourcefulness in obtaining necessary resources to achieve goals
- Ability to establish and maintain effective working relationships with colleagues and clients in various situations
- Flexibility to adjust priorities and deadlines as needed

Ultimus is an equal opportunity employer and values diversity in the workplace. We do not discriminate on the basis of race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship, or any other status protected by federal, state, or local anti-discrimination laws.

If you are interested in this position, please submit your application through our online portal. We look forward to hearing from you!