Legal Support, AVP

Job description

A Paralegal, AVP typically holds a bachelor’s degree and at least six years of paralegal or related management experience, with a significant number of those years in the financial services industry. This role requires close collaboration with Fund Administration Legal attorneys and paralegals, delivering timely, high-quality client service. The individual should work independently, train junior staff, and possess strong knowledge of daily legal administration for mutual fund clients and the 1940 Act. The following delineates the key responsibilities of a Paralegal, AVP: Maintains up-to-date knowledge of legal developments. Prepares materials for Board meetings—including agendas, memoranda, resolutions, draft minutes, and regulatory updates—and ensures timely distribution of Board packages to members and relevant parties in advance of meetings. Drafts Board meeting minutes and resolutions for review by senior attorneys. Prepares SEC filings, including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX, and Form N-CSR. Manages compliance with corporate filing calendars and recurring Board agendas. Coordinates with clients, outside counsel, State Street Fu...