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
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
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
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
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