Legal Staff Paralegal in Portland, OR

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Law Firm

Portland, OR

Legal Staff Paralegal in Portland, OR

Legal Staff

5-7 yrs required

No

Job Title: Corporate Transactional Paralegal

Job Responsibilities:

The Corporate Transactional Paralegal at the law firm plays a crucial role in supporting various practice areas, particularly focusing on mergers and acquisitions (M&A), financings, securities compliance, and corporate governance. The responsibilities include:

Mergers, Acquisitions, Financings, and Other Extraordinary Transactions:
- Coordinate and provide guidance on M&A and financing transactions.
- Deliver superior client service by communicating directly with clients and other transaction parties.
- Prepare and manage the closing checklist.
- Assist with the preparation and distribution of financial instruments such as SAFEs, convertible notes, subscription agreements, stock options, and profit-sharing agreements.
- Coordinate the setup of data rooms and assist with due diligence matters.
- Manage tasks within Carta for general cap table maintenance.
- Assist with securities compliance matters, including Form ID and Form D filings, blue sky filings through NASAA, and updates to compliance tracking spreadsheets.
- Manage securities compliance calendaring and renewals.

Drafting and Document Review:
- Select templates and prepare initial drafts for routine transactions, including entity formations.
- Review, proofread, format, finalize, and distribute legal documents drafted by attorneys.
- Direct electronic signature procedures via DocuSign, compile documents, and prepare closing books.

Corporate Governance and General Business Matters:
- Research state requirements, prepare forms, and file entity formations, annual reports, and other filings in various states (., DBAs, dissolutions, Qualifications to Do Business).
- Provide expertise related to state filings, including effective dates, filing timelines, and individual state requirements.
- Notarize documents remotely and coordinate apostille services.
- Compile and maintain minute books, prepare stock certificates, and obtain EINs.
- Assist with other corporate governance and general business matters as requested.

Additional Responsibilities:
- Ensure transactions are executed with accuracy, precision, and repeatability.
- Act as a repository of knowledge about efficient transaction procedures.
- Utilize technology and adhere to procedures for effective service delivery.
- Contribute as a key individual team member, supporting service delivery team members.

Education and Experience Information:

- A combination of education and work experience of 5 to 7 years is preferred.
- A Bachelor’s degree is required.
- Demonstrated ability to manage a variety of assignments from multiple attorneys with attention to detail and meeting quality and timeliness expectations.
- Notary certification or willingness to obtain notary certification.
- Familiarity with M&A transactions, cap tables, financing types, and related documents.
- Knowledge of corporate workings and a general understanding appropriate for a paralegal of federal and state securities laws.
- Experience working with governmental agencies and service companies, including Secretaries of State and SEC, to file and retrieve documents.

Salary Information:

- The pay for this full-time position ranges from $85,000 to $130,000 per year.

Benefits:

- 401(k) and 401(k) matching
- Disability insurance
- Flexible spending account
- Health insurance
- Opportunities for advancement
- Paid time off
- Parental leave
- Professional development assistance

Work Schedule:

- Monday to Friday

Work Location:

- Remote

The law firm is seeking a client service-focused, ethical, and trustworthy individual who is technologically savvy and experienced with cloud-based products. The ideal candidate should be able to multi-task, plan and track tasks appropriately, communicate expectations, and follow up with various parties to ensure timely completion. Enthusiasm for process improvement and incorporating technology to achieve desired outcomes is essential. The candidate should also be experienced and comfortable with remote work environments and willing to assist across practice areas and teams with a solutions-oriented mentality.

May 20, 2025
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