Fund Legal, Officer

State Street • Boston, MA

2d

About The Position

A Paralegal will generally have at least three years of experience as a paralegal, with a portion of those years in the financial services industry. A Paralegal will have significant responsibility for the provision of day-to-day legal administration services to one or several clients. A Paralegal must demonstrate an ability to work with general direction from senior attorneys or a Paralegal Manager and must be adept at juggling priorities for multiple clients to meet deadlines based on changing client and department needs. In addition, a Paralegal must demonstrate a good working knowledge of the legal administration services provided to mutual fund clients.

Requirements

• At least three years of experience as a paralegal.
• A portion of those years in the financial services industry.
• Demonstrate an ability to work with general direction from senior attorneys or a Paralegal Manager.
• Adept at juggling priorities for multiple clients to meet deadlines based on changing client and department needs.
• Good working knowledge of the legal administration services provided to mutual fund clients.
• Demonstrates high level of integrity and professionalism.
• Possesses strong written and oral communication skills.
• Works collegially with other department members and is respectful of other department members.
• Possesses strong time management and organizational skills.
• Can handle multiple tasks and multiple priorities for various clients.
• Identifies resources available and utilizes them effectively.
• Establishes close working relationships with clients and provides high quality service to clients.
• Exercises good judgment regarding when to ask questions and to raise issues with more senior staff.
• Demonstrates independent follow through on issues and tasks.
• Capable of independently producing high quality routine paralegal work with general supervision.
• Effectively communicates status of projects to appropriate persons in a timely manner.

Responsibilities

• Prepares Board meeting materials (agendas, memoranda, resolutions, regulatory updates) and preparation of Board packages to board members and other interested individuals prior to board meetings.
• Drafts Board meeting minutes and resolutions for review by senior attorneys.
• Prepares filings with the SEC (including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX and Form N-CSR).
• Maps and updates data on ProNavigator.
• Maintains and adheres to corporate filings calendars and recurring board agendas
• Coordinates with clients, outside counsels, State Street Financial Administration and other fund service providers with respect to fund issues.
• Works at the general direction of a senior attorney in the delivery of legal administration services to clients.
• May participate in special projects for which the problems and issues are clearly defined.

Benefits

• Our retirement savings plan (401K) with company match
• Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• Access to our Employee Assistance Program
• Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
• Eligibility for certain tax advantaged savings plans
• Inclusive development opportunities
• Flexible work-life support
• Paid volunteer days
• Vibrant employee networks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed