• Responsible for NDA tracking for specific clients.
• Assistance with ongoing compliance and onboarding projects.
• Responsible for tracking charts, conflicts, and client database content.
• Upon acknowledgement of NDA in final stage, send execution copies to clients.
• Calendar execution and follow up when counterparty does not respond.

• Similar to NDA tracking, assist with our 13G, 13H and 13F tracking on a quarterly basis.
• Section 16 tracking when needed.

• Preparation of Form ID applications and POA forms.
• Notarization of Form ID applications.
• Annual amended Form D tracking.
• Assist with blue sky tracking and other blue sky matters.

• Perform corporate related duties including but not limited to: EINs, Fund Formation, Sub Doc processes.
• Assist with client specific tracking requests including but not limited to: Engagement Letters.
• Cursory review of agreements based on team’s needs; heavy contact with assigned attorneys; immediate and heavy client contact; attention to detail and responsiveness is imperative.
• Related matters including with billing summaries, reconciliations, and discrepancies.
• Assist with maintenance of multiple trackers/checklists; client contact required.
• Prepare and issue form documents to various counterparties and follow up for execution (seek attorney assistance as needed). Direct contact with clients and attorneys needed.
• Must be able to work well various people in different departments and think proactively.
• Must be able to multi-task, work well under pressure, balance priorities.
• Able and willing to work overtime as needed, and on short notice, is essential.
• Work with the various client offices on multiple transactions and follow up.
• Work with Clients to address outstanding matters.
• Maintain and manage workflow assignments; work closely with attorney re: same.
• Assist attorneys with inquires and data searches.

• Associate or Bachelor’s Degree from an accredited college is preferred;
• A minimum of 2 years of paralegal experience in Corporate law is a plus;
• Paralegal certification from an ABA-approved program is a plus;
• Ability to work independently and work well with others;
• Strong organization skills and attention to detail are critical;
• A desire to learn and adapt as needed;
• Ability to exhibit flexibility and work in a fast paced environment is critical;
• Ability to coordinate multiple projects with simultaneously;
• Ability to work under intense pressure is critical and essential.

For candidates meeting the requirements, the expected base salary is $75,000 to $80,000. The range provided is the salary that our client in good faith believes at the time of this posting that it is willing to pay for the advertised position. Exact compensation will be determined based on individual candidate qualifications and location. Their benefits package includes coverage options for medical, dental, vision, prescription drug, life insurance, disability, FSAs, 401K, and paid time off.