Paralegal

Our client is a privately owned investment advisory and wealth planning firm. They seek a Paralegal to join their Manhattan, NY office.ResponsibilitiesCoordinate corporate governance activities across the firm and affiliated entities, including preparing board materials, resolutions, minutes, and written consentsMaintain entity records, minute books, and corporate filings while overseeing governance documentation and annual meeting logisticsFacilitate formation, maintenance, and dissolution of legal entities in collaboration with external service providers and registered agentsReview and organize a variety of contracts such as vendor agreements, NDAs, inter-affiliate agreements, client contracts, and employment-related documentsOversee contract workflows by tracking approvals, execution, renewals, and key termsUpdate and manage contract and legal matter databases to ensure accuracy and organizationPerform legal and regulatory research and liaise with outside counsel, consultants, and vendorsEnhance legal operations through process improvements, technology adoption, and automation initiatives, including AI-driven toolsMaintain legal document repositories and support administrative functions such as scheduling and internal coordinationMonitor regulatory filings, compliance obligations, deadlines, audits, and recordkeeping in alignment with applicable requirementsRequirementsA bachelor's degree with a focus in legal studies, business, or a related field is a plus5-8 years of experience as a legal assistant or paralegal requiredFinancial services, investment management, or professional services industry experience requiredExperience in corporate governance and entity management Familiar with regulatory frameworks applicable to wealth management or investment advisory Proficient in using legal and compliance technology solutions (including contract management systems, documentation automation platforms, and emerging AI tools for legal research and document review)JobID: 48123