FLSA Classification: Non-exempt

Posting Duration: This posting will be up through March, 2024 unless it is extended to find the right candidate.

Position Summary:

Forum Investment Group LLC ("Forum") is comprised primarily of Forum Real Estate Group, LLC ("FREG") and Forum Capital Advisors LLC ("FCA") and is a leader in multi-family real estate. Forum is seeking an Administrative Assistant or Paralegal Student with an interest in securities law, real estate, and corporate law to support the legal departments of both FREG and FCA. Duties will include, but not be limited to the following:

Key Responsibilities:

• Assist the FCA General Counsel & Chief Compliance Officer with maintaining the compliance program (monitoring/tracking various projects, employee certifications, updating policies and procedures, supporting policy trainings, etc.)
• Logging and maintaining records and filings related to regulated portions of Forum's business.
• Assist with maintaining corporate books for all company entities including domestic and foreign filings, annual renewals, membership assignments, written consents, amendments and 1031 exchanges.
• Monitor/track status of state and federal registrations and/or exemptions.
• Assist with corporate records maintenance to include ongoing corporate operations, including directors and officers resolutions, and amendments of incorporation.
• Assist with creating and maintaining an internal document management system.
• Supporting certain aspects and stages of fund formation and fund transactions (including real estate transactions).
• Additional duties as needed and assigned

Skills & Qualifications:

• Extremely meticulous, with an ability to proof material and deliver accurate and high-quality work.
• Ability to work on multiple projects and shift gears quickly when timelines change.
• Strong project management, time management and organizational skills with an ability to manage tight deadlines, unexpected delays, revisions, ad hoc requests and changing priorities.
• Highly self-motivated with a proactive, entrepreneurial mindset - and an ability to thrive in a relatively unstructured, but goal-oriented professional environment.
• Strong written and verbal communication skills with a clear ability to effectively collaborate with other departments and professionals - inside and outside the organization.
• Demonstrated ability to thrive in a high-velocity workplace, with a demonstrated ability to prioritize workload in a fast-paced environment.
• Skilled problem-solver, able to effortlessly adapt to changing circumstances and needs.

Education & Technical Skills:

• Advanced proficiency in Microsoft Suite: Word, PowerPoint, Excel

Supervisory Responsibilities: None

Key Job Competencies:To perform this job successfully, the individual should demonstrate the following competencies:

1. Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
2. Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
3. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
4. Problem-Solving: Develops alternative solutions; gathers and analyzes information skillfully; identifies problems in a timely manner; resolves problems in early stages; works well in group problem-solving situations.
5. Dependability: Commits to doing the best job possible; follows instructions, responds to management direction; keeps commitments; meets attendance and punctuality guidelines; responds to requests for service and assistance; takes responsibility for own actions.
6. Project Management: Communicates changes and progress; completes projects on time and on budget; coordinates projects; develops project plans; manages project team activities.
7. Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
8. Communications: Exhibits good listening and comprehension; expresses ideas and thoughts well in written form; expresses ideas and thoughts well verbally; keeps others adequately informed; selects and uses appropriate communication methods.
9. Teamwork: Balances team and individual responsibilities; contributes to building a positive team spirit; exhibits objectivity and openness to others' views; gives and welcomes feedback; puts success of team above own interests.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum Core Competencies:

1. Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.
2. Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
3. Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.
4. Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.
5. Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.
6. Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to "get it right;" displays loyalty even when tough to do so.

Forum Values:Blaze the Future (Entrepreneurial): Take initiative. Push what's possible. Own your path but stay nimble. Embrace change, take risks, and always challenge the status quo.

Make it Better Together (Collaborative): Go all in. Get Messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.

Stay Open (Vulnerable): Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.

Dare to be Clear (Clarity): Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.

Physical Demands:

While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

The above job description is not intended to be an all-inclusive list of duties and standards of the position.

Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Compensation Information: Hourly salary range is $20 to $30, approximately 20 hours per week. This range is estimated for this role; actual pay may be different.

Benefits No benefits for this part-time, hourly role.