Corporate Paralegal/Incorporator

Benetrends Financial•Lansdale, PA

18h•Remote

About The Position

The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends’ products and services with the goal of establishing corporations for new and seasoned entrepreneurs. The Corporate Service Associate will also be able to clearly communicate corporate responsibilities and state requirements. Successful Candidates Will Interact professionally with other employees, customers and suppliers. Work effectively as a team contributor on all assignments. Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations. Be comfortable with a high volume of incorporation services and other organizational support duties Ability to work with process management systems and document/information management Collaborate and communicate with key stakeholders Excellent communication skills, both verbal and written Attention to detail and accuracy Overall positive attitude, a high level of professionalism, and integrity, Exercise sound judgment and discretion

Requirements

Ability to work with process management systems and document/information management
Excellent communication skills, both verbal and written
Attention to detail and accuracy
Overall positive attitude, a high level of professionalism, and integrity
Exercise sound judgment and discretion

Nice To Haves

Basic understanding of retirement plans and Benetrends’ products and services
Comfortable with a high volume of incorporation services and other organizational support duties

Responsibilities

Prepare and file required documents to establish corporate entities including: Articles of Incorporation, Doing Business As (DBA’s), Amendments, Dissolution's, Conversions from LLC to C-Corporation, Revocations from S-Corporation to C-Corporation, Foreign Entities, Required State Licenses
Work with clients to obtain signatures on various documents
Obtain EIN’s from the IRS, SS-4 documentation
Organize and prepare documents for banks and other related parties
Prepare and send minutes, bylaws and stock certificates to clients
Prepare and send addendums and stock certificates
Understanding of State Requirements for Corporations
Ability to clearly communicate state and corporate responsibilities to clients
Work with Registered Agents as needed
Exercising judgment in determining acceptable data
Communicate with external and internal sources as needed