Corporate/Transactional Paralegal jobs in United States
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Focus Financial Partners · 3 hours ago

Corporate/Transactional Paralegal

Focus Financial Partners is seeking a dedicated and detail-oriented Corporate/Transactional Paralegal to assist attorneys in their Legal Department. The role involves providing critical support in corporate transactions, drafting legal documents, maintaining corporate records, and assisting with corporate filings.

Asset ManagementFinanceFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Provide critical support in all stages of corporate transactions, including drafting documents, project management, and coordinating closing and post-closing deliverables
Assist attorneys in drafting a variety of legal documents and agreements, including commercial contracts, governance documents, resolutions/written consents, meeting minutes, and non-disclosure agreements
Maintain corporate records, including entity organizational charts, as well as various internal lists and records related to entity management, transactions, regulatory compliance, and other legal matters
Assist with corporate filings, including entity formations, annual reports, qualifications, dissolutions, DBA filings, name change amendments, and other related matters
Organize, manage, and maintain legal documents, including litigation and regulatory records, within an electronic document management system, ensuring accessibility and accuracy
Support the Legal Department with various ad hoc legal tasks as needed

Qualification

Corporate transactional experienceDocument draftingEntity managementParalegal certificationMicrosoft Office SuiteMultitaskingOrganizational skillsTime managementAdaptability

Required

Minimum of five years of relevant corporate/transactional paralegal experience
Strong understanding of corporate/transactional matters is required
Bachelor's degree, paralegal certification, or equivalent professional experience
Exceptional organizational skills with the ability to work independently, manage multiple projects simultaneously, and drive tasks to completion with efficiency and precision
Proficiency in Microsoft Office Suite and document management systems, with the ability to quickly adapt to new technologies
Demonstrated ability to multitask, prioritize effectively, and excel in a fast-paced, high-pressure environment

Preferred

Understanding of investment adviser regulations and/or corporate secretarial responsibilities

Benefits

Annual cash bonus
Comprehensive benefits package

Company

Focus Financial Partners

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Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.

Funding

Current Stage
Public Company
Total Funding
$85M
2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M

Leadership Team

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Michael Nathanson
Chief Executive Officer
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Adam Birenbaum
President
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Company data provided by crunchbase