In-House Corporate Investment Paralegal (Permanent)

Our client, a single-family office, is seeking a mid-level paralegal to join their team on a full-time, permanent basis. The ideal candidate will have at least 6 years of experience working in a wealth management business or a bank/trust focusing on corporate law, investment analysis and/or trusts and estates work. A strong understanding of corporate compliance, trust and partnership structures, investment vehicles, financial statements, estate planning, and probate law is required. The paralegal will be responsible for assisting the General Counsel and the Investment Director in handling legal, investment, and operational matters including wealth management, public and private investments, and estate planning.

Responsibilities for the In-House Corporate Investment Paralegal:

• Document and track key contractual and compliance dates
• Track and monitor investor/shareholder rights for direct investments
• Facilitate execution of documents through DocuSign; assist in maintaining full set of final and executed legal documents
• Data entry for private fund investments such as market values, capital calls, distributions, and saving fund and brokerage statements
• Daily reporting reconciliation
• Create and maintain portal and data-room credentials
• Form entities, maintain entity and trusts databases, and maintain corporate books and records
• Corporate compliance, including formation filings, annual reports, and consents
• Prepare necessary certificates of designation, resolutions, and consents
• Manage trust accounts, including preparing documentation for banks and custodians, recordkeeping and documenting distributions to beneficiaries
• Coordinate with outside counsel, financial advisors and other professionals involved in estate planning

Requirements for the In-House Corporate Investment Paralegal:

• Paralegal Certificate Required; Bachelor’s degree in economics, finance, or business preferred
• 6 years of experience as wealth management, investment/corporate, and/or trusts & estates paralegal, preferably at a family office, a bank/trust or other in-house investment organization
• Strong understanding of corporate law, including corporate compliance, trust and partnership structures, and investment vehicles
• Knowledge of trusts/estate planning and probate law
• Familiarity with financial statements and investment analysis
• Ability to maintain strict confidentiality
• Ability to manage time and tasks effectively
• Excellent research and analytical skills
• Excellent attention to detail with strong organizational and proofreading skills
• Solid interpersonal skills and excellent communication skills to interact with clients, attorneys, and other professionals
• Microsoft Office (Word, Excel, Outlook) proficiency

Position Details of the In-House Corporate Investment Paralegal:

• Type of role: Permanent
• Schedule: Full-time
• Location: In Office (Philadelphia Suburbs)

Compensation:

• Pay: The salary range for this role ranges from $75,000 to $100,000, or more. Pay is based on multiple factors including but not limited to work experience, qualifications, credentials, and location.
• Benefits: In addition to pay, a competitive benefits package is also provided, including medical, dental, vision, life, and disability insurance; 401(k) and generous leave policies.

Confidentiality

Latitude will not propose you to prospective clients without your prior consent. Candidates selected for further consideration will be contacted.

About Latitude

Latitude is a full-service flexible legal talent company serving corporate legal departments and law firms nationwide. From Fortune Global 100 companies to start-ups and Global 50 law firms to boutiques, clients turn to us for top-tier attorneys and other legal professionals.

Latitude specializes in providing highly skilled former in-house counsel and Big Law attorneys for flexible contract engagements and permanent positions in dozens of practice areas, including commercial contracting, data privacy, M&A, employment, litigation, and more.

Founded in 2013, Latitude is a Chambers and Partners globally-ranked flexible legal staffing company.

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Outstanding attorneys and other legal professionals who are seeking contract assignments or consulting/secondment roles choose to work with Latitude because of our competitive compensation and benefits, sophisticated and engaging work, a chance to work with great clients and peers, and a refreshing blend of freedom with self-designed boundaries. Our own experience as practicing attorneys and our client relationships enable us to effectively tailor our candidate proposals to the specific practice strengths and interpersonal attributes that matter most to our clients and to match our candidates with the opportunities that will be most fulfilling to them.

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