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Paralegal - Asset Management
4 weeks ago
You will be required to:
- Perform research on various legal matters relevant to the family office, including estate planning, trust administration, tax laws, real estate transactions, and regulatory compliance.
- Analyze and summarize legal documents, statutes, and regulations for attorney review.
- Collaborate with the investment team to support the legal aspects of investment and asset management activities.
- Assist with due diligence on potential investments, review and summarize investment agreements, and coordinate the execution and filing of investment-related documents.
- Prepare, review, and revise legal documents, contracts, and agreements, such as confidentiality agreements, employment contracts, and vendor agreements.
- Assist with contract negotiations and track contract status, deadlines, and renewals.
- Maintain a contract management system to organize and manage legal documents.
- Ensure compliance with applicable laws, regulations, and reporting requirements.
- Assist the Head of Department in preparing and filing regulatory reports, including tax filings, SEC filings, and compliance documentation.
- Assist in document management, discovery requests, and trial preparation.
- Coordinate with internal teams and external counsel to gather information and facilitate legal proceedings.
- Manage legal department administrative tasks, including maintaining legal files, calendars, and databases.
- Handle legal correspondence and facilitate communication between the legal team and internal stakeholders.
To qualify for this role, you must possess:
- Minimum 3 years' prior working experience as an paralegal / legal secretary, preferably in areas in terms of litigation, legal documentation management (i.e.: drafting / preparation)
- Prior experience working in an asset management firm, financial services firm, or family office
- Diploma or Degree in a legal qualification