Senior Paralegal

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversees the delivery of legal administration services for Ultimus’ mutual fund clientele.

• Updates client registration statements as required.

• Prepares various client SEC filings and forms.

• Compiles and distributes materials for client boards and committees, including agendas, exhibits, reports, and resolutions.

• Drafts minutes for client board and committee meetings.

• Participates in board and committee meetings via telephone or in person to take notes, as necessary.

• Maintains contractual agreements and corporate governance documentation.

• Coordinates regulatory calendars and filing processes.

• Aids in the creation and management of legal administration protocols related to board meetings, corporate governance, and SEC filings.

• Leads and supports projects as needed.

⛳️ Requirements

• A bachelor's degree from an accredited college or university.

• A paralegal certificate from an accredited institution.

• A minimum of 5 years of paralegal or legal administration experience within a corporate or law firm setting.

• At least 5 years of experience pertaining to the Investment Company Act of 1940.

• Equivalent education and experience will be taken into account.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement plan with company matching contributions.

• Generous paid time off and holiday schedule.

• Opportunities for professional development and advancement.