Corporate Paralegal - High Net Worth Family Office

Responsibilities:

• Design and manage an effective contract database and recordkeeping system.
• Develop and maintain current contract and document libraries including Master Service Agreements, Non-Disclosure Agreements, Subcontractor Agreements, Statements of Work, Change Orders, and more based on the needs of our offerings.
• Work with area leaders to prepare initial drafts of contracts and white glove final drafts for presentation.
• Support corporate legal initiatives which may include real estate, opening new business locations, mergers & acquisitions, and research projects as assigned.
• Assist internal and external counsel with responses to subpoenas, complaints, or any other legal action.
• Work within a team to build out new offerings, including a Trust and Estate offering to external clients and a Corporate Secretarial function for internal and external clients.
• Support compliance efforts with the operations teams as assigned.
• Undertake special projects to create efficiencies within the legal team.
• Stay informed and up to date on all legal and regulatory requirements relevant to the firm.
• Actively participate in professional development activities.

Qualifications:

• Associate’s Degree from an accredited college or university with a focus in paralegal studies; Bachelor's Degree is preferred
• 3+ years of experience in a paralegal role; in-house paralegal experience is preferred
• Experience working in a professional or financial services company, especially wealth management, tax services, or financial consulting
• Experience with Thompson Reuter software a plus
• Strong organizational skills and attention to detail.
• Strong communication skills, both verbal and written.
• Strong time management skills with the ability to prioritize and meet deadlines.
• Proficiency in Microsoft Suite.