About the Company: 

Our client is a dynamic financial services firm focusing on innovation and client-first solutions in order to deliver personalized strategies across investment, planning, and risk management.

Responsibilities: 

• Form, dissolve, and maintain corporate entities in multiple jurisdictions
• Obtain good standing certificates and monitor state and local annual filing requirements
• Draft and track written consents, resolutions, and other corporate governance documents
• Coordinate collection and submission of tax-related documents and KYC documentation
• Monitor and follow-up on amendments, waivers, and consent documentation
• Coordinate execution of signature pages and notarizations
• Support transaction closings including preparation of closing deliverables, closing checklists, and post-closing binders or closing sets
• Track real estate loan reporting obligations and compliance requirements
• Oversee ongoing corporate maintenance and documentation for portfolio companies

Requirements: 

• Bachelor’s degree required
• 4-6 years of relevant paralegal experience in a corporate, financial services, or private equity environment
• Familiarity with corporate governance procedures, legal entity management, and regulatory filings
• Strong attention to detail, organizational skills, and the ability to prioritize across multiple projects
• Experience with legal entity management systems and data platforms a plus

Salary Range: 

$110,000-$130,000

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