What are the responsibilities and job description for the Legal Assistant Paralegal position at Forum Investment Group?
POSTING DURATION
This posting will be closed April 17, 2026, and will only be extended if we need to see more candidates to fill the position.
POSITION SUMMARY
Corporate Paralegal with a solid foundation in corporate law, including entity management, governance, and regulatory compliance, combined with experience supporting real estate investment transactions. Proven ability to assist with corporate structuring, maintain legal entities across jurisdictions, and support General Counsel, Compliance and Legal Department in complex transactional matters. Highly skilled in contract administration, due diligence coordination, and document management, with a reputation for accuracy, efficiency, and discretion.
Essential Responsibilities
- Assist with forming entities, creating organizational charts and maintaining corporate books for all Forum and Forum-related entities including domestic and foreign filings, annual renewals, membership assignments, written consents, amendments and 1031 exchanges.
- Assist with corporate records maintenance to include ongoing corporate operations, including directors and officers resolutions, and amendments of incorporation.
- Assist the Chief Compliance Officer and General Counsel with maintaining the compliance program (monitoring/tracking various projects, employee certifications, updating policies and procedures, supporting policy training, etc.).
- Logging and maintaining records and filings related to regulated and unregulated portions of Forum’s business.
- Monitor/track status of state and federal registrations and/or exemptions.
- 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).
Education and Skills
- Associate’s degree in paralegal studies or bachelor’s degree and paralegal certificate
- Minimum of five years of experience as a legal assistant or paralegal is required
- Advanced proficiency in Microsoft Suite: Word, PowerPoint, Excel
- Experience with Jigsaw, Claude and other legal Ai programs a plus.
Key Attributes for Success
- Strategic thinker with strong executional drive
- Exceptional writing, editing, and communication skills
- Self-driven, curious, and highly organized
- Meticulous attention to detail and quality-obsessed
- Collaborative mindset
- Adaptable in a fast-paced, dynamic environment
- Data-driven with strong attention to detail
In addition to the above, Forum employees are expected to demonstrate these Forum Core Values:
- DRIVEN
- COLLABORATIVE
- CONVICTION
- HUMBLE
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. Travel is required.
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.
Compensation Information:
Base salary range is $90,000 to $125,000. This range is estimated for this role; actual pay may be different.
Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.
Salary : $90,000 - $125,000