"Paralegal - Investments"

Overview

The Paralegal will assist and provide a range of legal and administrative support to five attorneys and other professional staff in the Investments Office, working closely with one other paralegal.

Required Skills and Abilities

1. Proficient in Microsoft Office Suite products.
2. Strong administrative and organizational skills.
3. Good written and oral communication skills.
4. Good interpersonal skills.

Preferred Skills and Abilities

Experience as corporate or investments paralegal. Accurate and error-free work product, thorough and detail-oriented, takes direction but also works autonomously, meets deadlines, and takes initiative.

Principal Responsibilities

1. Maintains reference/client files, organizes and tracks investments and non-investments files for Investments Office attorneys.
2. Assembles know-your-customer (KYC), anti-money laundering (AML), Foreign Account Tax Compliance Act (FATCA) reporting and other compliance documentation.
3. Fills out investment subscription documents, incumbency certificates, state registration forms, powers of attorney, applications, notarizations and the like.
4. Organizes and updates in-house corporate documentation, including signature delegations, relevant authorizations and minute books; manages other corporate housekeeping matters, such as corporate registration fees for investment entities.
5. Checks legal forms and documents for accuracy; drafts legal documents including contracts, and other legal documents using templates.
6. Maintains compliance calendars and tracks projects and deadlines.
7. Co-ordinates within Investments Office and with other parts of the university as part of diligence production/review, internal analyses, responses to third party inquiries and the like.
8. Organizes, analyzes, cross-checks and validates information; summarizes agreements, and other documents.
9. Performs legal, statistical, documentary, factual, and records research.
10. Authors and signs correspondence that do not contain independent legal opinions or legal advice.
11. Manages and keeps track of legal invoices, generates summary reports.
12. Maintains reference materials/ law library.
13. Provides administrative support to Investments attorneys, and performs other duties as assigned.

Required Education and Experience

Bachelor’s degree and two years of related experience or the equivalent combination of education and experience.

Salary Range

$55,000.00 - $85,000.00

Location

265 Church Street, New Haven, Connecticut

Work Model

Hybrid

Job Category

Professional

Time Type

Full time