Focus Financial Partners
We are strategic investors in RIAs, providing value-added support, access to capital for growth, and succession planning
RIA
51 - 200
Legal Assistant
May 14
🏢 In-office - Manhattan
Focus Financial Partners
We are strategic investors in RIAs, providing value-added support, access to capital for growth, and succession planning
RIA
51 - 200
Description
• 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
Requirements
• 2+ years of relevant paralegal experience • Knowledge of corporate transactions, investment adviser regulation and/or corporate secretarial responsibilities a plus • A bachelor’s degree and/or a Paralegal certification or comparable experience • Must be extremely organized, have the ability to work independently and manage multiple projects simultaneously to completion • Strong computer skills, including proficiency in Microsoft Office Suite and document management systems • Ability to multi-task, prioritize and work in a demanding, fast-paced office environment
Benefits
• Generous paid sick time • Regular performance reviews • Opportunities for professional growth • Dynamic and collaborative work environment • Flexible work arrangements
Apply Now
