What are the responsibilities and job description for the Legal Assistant position at Foundation Risk Partners?
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Legal Assistant to their team in Ormond Beach, Florida.
Job Summary:
The Legal Assistant will be a member of our legal department and provide support to our Corporate, and Mergers and Acquisitions teams.
Essential Functions:
Provides support to Corporate and Merger and Acquisition team members in our legal department with the focus on business legal matters.
- Provide Corporate support to in house and outside counsel, including, Corporate Book maintenance, prepare consents, resolutions and minutes, review and track corporate document preparation and filings, and track investor transactions.
- Research and prepare documentation for the formation and maintenance of corporate, partnership and LLC entities.
- Draft or review documents for mergers, acquisitions, dissolutions, amendments and withdrawals.
- Maintain Organizational Chart for multiple entities.
- Maintain Director and Officer lists for multiple entities.
- Work with outside vendor in support of annual report filings for multiple entities in all jurisdictions.
- Support contract management in drafting various agreements including, NDA's, 1099 agreements and real property leases.
- Provide Investor support to investor legal team including corresponding with investors, draft investment documents and track investors purchases and divesting of interest.
- Monitor and provide support to the licensing team to ensure compliance with state, local and federal regulations.
- Review monitoring reports for intellectual property, including trademarks, and report to legal team regarding findings.
- Review and track trademark filings. Request and review UCC, Judgment and lien searches and filings.
- Prepare and track due diligence material for acquisitions; prepare and track Closing Binders and follow up on post close matters.
- Closing Binders and follow up on post close matters.
Competencies & Qualifications:
- Superior written and verbal communication skills with the ability to comfortably interact with acquisition parties, outside counsel, vendors, executives and others in a professional manner.
- Exceptional interpersonal skills.
- Able to communicate concepts and ideas concisely and persuasively.
- Exceptionally detail-oriented with an aptitude to synthesize large amounts of information and develop innovative solutions.
- Strong problem-solving capability and analytical skills.
- Resourceful self-starter, able to work under pressure and manage time effectively.
- Ability to lead a variety of transactions and projects simultaneously.
- Strong understanding of corporate law and ability to research same under direction of counsel.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.), Adobe Pro, SharePoint, SmartSheet. and Office 365.
- Ability to analyze company needs, participate in group planning and development and goal setting.
- Ability to communicate effectively with senior management, outside counsel, acquisition parties and other departments.
Education & Experience:
- M&A experience.
- Corporate governance experience.
- Associate degree in Paralegal studies or Paralegal experience a plus.
- Ability to work independently or in a team environment
- Ability to commit to and meet deadlines in a fast paced environment
- Ability to occasionally provide support outside of normal business hours
- Ability to work in a constantly changing environment
- Adhere to all policies and procedures of the company
- All other duties as assigned
Disclaimer:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
