Fund Legal, AVP

State Street•Boston, MA

6d•$90,000 - $157,500•Onsite

About The Position

A Paralegal, AVP typically holds a bachelor’s degree and at least six years of paralegal or related management experience, with a significant number of those years in the financial services industry. This role requires close collaboration with Fund Administration Legal attorneys and paralegals, delivering timely, high-quality client service. The individual should work independently, train junior staff, and possess strong knowledge of daily legal administration for mutual fund clients and the 1940 Act.

Requirements

Bachelor’s degree
At least six years of paralegal or related management experience
Significant experience in the financial services industry
Strong knowledge of daily legal administration for mutual fund clients and the 1940 Act
High degree of integrity and professionalism
Strong written and verbal communication skills
Effective time management abilities
Ability to manage multiple tasks and priorities concurrently
Ability to identify and utilize available resources efficiently
Operates effectively with minimal supervision from senior attorneys
Comprehensive knowledge of pertinent statutes and regulations
Expertise in day-to-day legal administration
Exceptional organizational skills
Ability to resolve issues impacting the prompt delivery of high-quality services to clients, seeking attorney assistance when necessary

Nice To Haves

Train junior staff
Collaborates collegially and respectfully with department colleagues

Responsibilities

Maintains up-to-date knowledge of legal developments.
Prepares materials for Board meetings—including agendas, memoranda, resolutions, draft minutes, and regulatory updates—and ensures timely distribution of Board packages to members and relevant parties in advance of meetings.
Drafts Board meeting minutes and resolutions for review by senior attorneys.
Prepares SEC filings, including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX, and Form N-CSR.
Manages compliance with corporate filing calendars and recurring Board agendas.
Coordinates with clients, outside counsel, State Street Fund Administration, and other fund service providers concerning fund-related matters.
Oversees special projects with clearly defined objectives and issues.
Assists in developing training programs for paralegal staff.
Acts as a resource for paralegals regarding legal, administrative, or operational queries.
Gains familiarity with each client’s distinct service requirements to ensure delivery of quality service.
Reviews current processes and collaborates with senior attorneys to implement revisions in response to regulatory changes or to improve efficiencies.

Benefits

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
Eligibility for certain tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks