Paralegal - Investment Management & Securities

STARK & STARK P C•Hamilton Township, NJ

1d•$60,000 - $80,000•Onsite

About The Position

Under the supervising Attorney in the Investment Management practice group, the Paralegal will provide substantive legal and administrative support to our Investment Management & Securities group in our Hamilton, NJ office. The ideal candidate is a self-directed, detail-oriented professional with strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. This position offers an excellent opportunity to deepen experience in Investment Management & Securities work and to continue professional development in a challenging, collaborative, and collegial setting.

Requirements

Bachelor's degree, Associate's degree, or Paralegal Certificate required.
Proficient in Microsoft Office, especially Excel.
Strong numeracy, analytical, and organizational skills with high attention to detail.
Familiar with financial/investment terminology.
Quick learner with ability to master new software.
Reliable self-starter with strong work ethic and follow-through.
Able to multitask, prioritize, and perform under pressure.
Team-oriented with professional client interaction skills.

Nice To Haves

3-5 years of experience in financial services, law, or related field (preferred).

Responsibilities

Assist in the execution and tracking of the Firm’s annual compliance program.
Generate and maintain reports related to compliance and client matters.
Monitor and track key compliance program tasks and deadlines.
Assist with the preparation and filing of client regulatory documents, including Form ADV, Forms U4 & U5, and Policies and Procedures manuals.
Answer and direct phone calls in a courteous and professional manner.
Draft, edit, and manage client correspondence.
Review and organize client email archives and relevant communications.
Organize, maintain, and update digital client files.
Handle other responsibilities as directed.