Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives.

Focus Financial Partners

Paralegal

• Assisting with tasks associated with closing a corporate transaction, including document preparation and organization, maintenance of closing checklists, preparation of signature page packets and organization of post-closing items
• Drafting a wide variety of legal ancillary documents and template corporate agreements, including operating agreements, resolutions/written consents, minutes, and non-disclosure agreements
• Maintaining the company’s corporate structure chart and other various internal lists/charts related to entities, as well as transactional, regulatory, and other legal matters
• Assisting with misc. corporate filings (e.g., formation, qualification and dissolution of entities, DBA filings, name change amendments, etc.)
• Providing administrative support such as calendar management and preparing/processing expense reports
• Organizing and maintaining documents in an electronic document management system
• Performing legal administrative ad hoc duties when requested

Focus Financial Partners Jobs in New York City

Focus Financial Partners

Legal Assistant

Focus Financial Partners