Job Description: Portfolio Advisors, LLC is seeking an in-person legal assistant/paralegal to assist the in-house Investments Legal Team with various administrative legal tasks.

• Assist with various administrative matters, including, but not limited to, scanning, printing, filing/saving documents to the system and mailing original documents
• Assist with non-disclosure agreements
• Assist with subscription documents, associated forms and supporting documentation
• Prepare documents for execution (e.g., set up signatures blocks and coordinate signing with appropriate individuals)
• Prepare Investment Committee resolutions based on templates
• Check on a daily basis the firm’s legal email inbox, respond as appropriate and ensure that emails are forwarded to the appropriate persons and/or saved in the appropriate locations
• Update internal tracking charts
• Download required documents from various password-protected, third-party data sites
• Work with the Investments Legal Team on special projects as assigned

Qualifications: Must have, at minimum, the following qualifications:

• College graduate with at least 2 years of work experience at a reputable institution, preferably at a law firm or an in-house legal department
• Detail oriented and organized; self-starter and self-motivated
• Able to multi-task and meet multiple deadlines and work with multiple attorneys in a fast paced environment
• Must be available and flexible with tight deadlines especially during quarter and year ends
• MS Word, MS Excel, MS Outlook and Adobe proficiency is required; able to learn quickly various software programs such as DealCloud, Burgiss and other document management systems
• Notary in CT is required or willingness to obtain