Legal Support, AVP

State Street • Boston, MA

1d

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
• Ability to collaborate collegially and respectfully with department colleagues
• Effective time management abilities
• Ability to manage multiple tasks and priorities concurrently
• Ability to identify and utilize available resources efficiently
• Ability to operate 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

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 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees