Paralegal I
Ultimus Fund Solutions · Hauppauge, New York, US
SUMMARY The Paralegal I is responsible for performing general administrative and clerical duties in support of the Legal Administration Department. Additiona...
Job description
SUMMARY: The Paralegal I is responsible for performing general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution of board materials and regulatory filings. KEY ACCOUNTABILITIES: LEGAL ADMINISTRATION: - Prepares client registration statement updates, client SEC filings and forms, and distributes client board and committee materials (including agendas, exhibits, reports, and resolutions.) - Prepares minutes of client board and committee meetings as needed. - Maintains contractual agreements and corporate governance documents. - Manages regulatory calendars and filing processes. - Assists in the development of legal administration procedures relating to board meetings, corporate governance, and SEC filings as needed. - Assists with client-related projects as needed. - Daily legal administration operations. - Implements and understands the day-to-day legal administration services provided by Ultimus Fund Solutions. WORKING RELATIONSHIPS: May perform other duties as required and assigned. - Contact as needed with clients regarding general information, resolution of issues, inq...