Senior Paralegal, Officer
A Senior Paralegal will generally have at least three years of experience as a paralegal, with a portion of those years in the financial services industry. A Senior Paralegal will have significant responsibility for the provision of day-to-day legal administration services to one or several clients. A Senior Paralegal must demonstrate an ability to work with general direction from senior attorneys or a Paralegal Manager and must be adept at juggling priorities for multiple clients to meet deadlines based on changing client and department needs. In addition, a Senior Paralegal must demonstrate a good working knowledge of the legal administration services provided to mutual fund clients.
The following are specific responsibilities of a Senior Paralegal:
- 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 and resolutions for review by senior attorneys.
- Prepares filings with the SEC (including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX and Form N-CSR).
- Maps and updates data on ProNavigator.
- Maintains and adheres to corporate filings calendars and recurring board agendas
- Coordinates with clients, outside counsels, State Street Financial Administration and other fund service providers with respect to fund issues.
- Works at the general direction of a senior attorney in the delivery of legal administration services to clients.
- May participate in special projects for which the problems and issues are clearly defined.
The following are specific attributes of a Senior Paralegal:
- Demonstrates high level of integrity and professionalism.
- Possesses strong written and oral communication skills.
- Works collegially with other department members and is respectful of other department members.
- Possesses strong time management and organizational skills.
- Can handle multiple tasks and multiple priorities for various clients.
- Identifies resources available and utilizes them effectively.
- 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.
- Capable of independently producing high quality routine paralegal work with general supervision.
- Effectively communicates status of projects to appropriate persons in a timely manner.