Paralegal Specialist - Corporate

About the role

The Paralegal Specialist - Corporate, working in collaboration with and in support of the firm’s strategic initiatives, under the supervision of attorneys, performs a range of substantive case, matter or entity related duties. Prepares drafts of legal and other documents and correspondence for attorney review. Compiles, analyzes and summarizes information. Coordinates efforts between attorneys, clients, outside legal counsel, other parties and outside vendors.

Responsibilities

• Performs and maintains capitalization tables as well as stock and options ledgers.
• Direct experience with Carta, Pulley, and other related software.
• Direct experience with SEC EDGAR Next.
• Prepares drafts and files Section 16 filings.
• Organizes, prepares and files a variety of corporate legal documents for transactions (Articles of Incorporation/Organization, Amendments, state qualifications, consents, merger documents, closing books, electronic closing sets, initial drafts or certificates, short-form closing deliverables, and filing annual reports).
• Aids in the formation of entities such as Corporations, LLCs, 501(c)(3).
• Prepares documents for transactions such as closing statements.
• Prepares UCC searches and filings.
• Organizes documents and closing books in connection with corporate transactions such as acquisitions and mergers.
• Prepares and files annual reports in states where corporations are incorporated and/or qualified to do business.
• Aids in basic private company transfer agent functions including stock issuance, stock transfers, stock option grants and maintenance of stock option plan records in corporate maintenance software.
• Aids in due diligence.
• Prepares closing volumes, including index, document assembly, binding and final distribution.
• Prepares draft documentation for filings with Secretary of State, Department of Corporations and other state or federal agencies.
• Develops, monitors and updates closing checklists.
• Performs Blue Sky research and filings.
• Maintains minute books (hard copy and electronic).
• Manages HighQ and Box data rooms and matter files.
• Handles signature packets in Docusign and SimplyAgree.

Desired Skills

• Advanced knowledge and solid understanding of practice area processes, procedures, rules and regulations.
• Handles substantive projects, cases and transactions under the direction of a lawyer.
• Strong organizational skills demonstrate efficiency within practice areas.
• Provides guidance and is a resource for new associates.
• Strong analytical skills with demonstrated ability to anticipate needs and exercise independent judgment for resolution.
• Counsels fact gathering and analyzes information.
• Strong writing skills and ability to draft complex legal documents.
• Excellent verbal, written and interpersonal skills required to interact with staff, paralegals, attorneys and clients on a daily basis.
• Solid technical skills are necessary to set-up, track and maintain matters.

Essential Job Expectations

• Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
• Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner.
• Provide timely, accurate, and quality work product.
• Successfully meet deadlines, expectations, and perform work duties as required.
• Foster positive work relationships.
• Comply with all firm policies and practices.
• Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed.
• Work under pressure and manage competing demands in a fast-paced environment.
• Perform all other duties, tasks or projects as assigned.

Physical Demands

Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Work Environment

The individual selected for this position may have the opportunity for a hybrid work arrangement comprised of remote and in-office work, the requirement for which will be determined in coordination with the hiring manager or supervisor and may be modified in the firm’s discretion in the future.