Paralegal / Legal Support - Senior Associate
A Paralegal will generally have limited experience as a paralegal and/or in the mutual fund industry. A Paralegal will have responsibility for the provision of day-to-day legal administration services to one or several clients as directed by a paralegal manager and/or more senior attorneys. A Paralegal must be adept at juggling priorities for multiple projects to meet deadlines based on changing client and department needs. In addition, a Paralegal must demonstrate a capacity to learn how to perform day-to-day legal administration services for mutual fund clients.
The following are specific responsibilities of a Paralegal:
- Maps and updates data on ArcProspectus
- Organizes and loads documents on Diligent Boardbooks
- Prepares Board meeting materials (agendas, memoranda, resolutions, draft minutes, regulatory updates) and preparation of Board packages to board members and other interested individuals prior to board meetings.
- Drafts Board meeting minutes shells and resolutions for review by senior attorneys.
- Prepares and/or reviews filings with the SEC (including annual updates to Registration Statements on Form S-1 and S-3, Registration Statements on Form N-1A, supplements, fidelity bonds, Form 24F-2, Form 8-A, Form N-PX, and wrappers for Form N-Q and Form N-CSR).
- Maintains and adheres to corporate filings calendars and recurring board agendas.
- Coordinates with clients, and other internal and external fund service providers with respect to fund issues.
- Works with the close supervision of a paralegal manager or a senior attorney in the delivery of legal administration services to clients.
The following are specific attributes of a Paralegal:
- Demonstrates high level of integrity and professionalism.
- Possesses good or developing written and oral communication skills.
- Works collegially with, and is respectful of, other department members and internal partners throughout the Bank.
- Possesses good time management and organizational skills.
- Can handle multiple tasks and multiple priorities for a limited number of projects.
- Establishes close working relationships with clients and provides high-quality service to clients.
- Exercises good judgment regarding when to ask questions and to raise issues with more senior staff.
- Demonstrates independent follow-through on issues and tasks when given specific directions.
- Capable of producing high-quality routine paralegal work with close supervision.
- Effectively communicates status of projects to appropriate persons in a timely manner.