What are the responsibilities and job description for the Legal Specialist position at MassMutual?
Mutual Fund Legal Specialist
Full-Time
Springfield, MA or Boston, MA
The Opportunity
We are seeking an experienced professional to join our mutual fund legal team and become an integral member of MassMutual’s Legal Department. This is an excellent opportunity to be part of a growing business by providing legal support for MassMutual’s investment platform. This individual will help support an over $40 billion proprietary mutual fund complex and interact with internal clients, third-party service providers, as well as outside mutual fund board members.
The Impact
Do you choose the appropriate message and medium for the situation and audience? Are you someone who can find the resources to get the job done? Do you demonstrate strong business specific knowledge? If so, this opportunity may be right for you!
Your day to day would include and is not limited to :
- Perform a variety of basic and increasingly complex work for SEC registered mutual funds under the general guidance of an attorney
- Assist attorneys in the preparation of various disclosure documents, such as mutual fund prospectuses, Statements of Additional Information, Part Cs, and mutual fund information statement and proxy materials
- Manage and update mutual fund prospectus disclosure. Work with financial printer to file electronic filings with the U.S. Securities and Exchange Commission’s EDGAR database
- Assist attorneys in the preparation of mutual fund board books and supporting fund governance materials. Prepares agendas and materials for board of trustees’ meetings
- Become proficient at using and maintaining on-line board book and document management system
- Review and edit mutual fund annual and semiannual reports
- Interact with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions
- Compose drafts of memoranda and other communications for clients and attorneys
- Prepare and maintains compliance calendars for ongoing and anticipated projects, including regulatory filings and annual board approval items
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
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MassMutual is an Equal Employment Opportunity employer Minority / Female / Sexual Orientation / Gender Identity / Individual with Disability / Protected Veteran. We welcome all persons to apply. Note : Veterans are welcome to apply, regardless of their discharge status.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
