Corporate Paralegal (Full-Time & Contract)

The Paralegal, Portfolio Management is a highly qualified, self-motivated individual with a desire to work in a fast-paced environment that operates with an entrepreneurial style. The successful incumbent will have overall responsibility for the establishment and maintenance of best practices, business record keeping, and corporate maintenance for Our client entities as well as the preparation of fund documents.

Duties & Responsibility

• Coordinate the implementation and maintenance procedures with business unit representatives across the company for filing and retention of key client records and documents
• All other duties as required
• Maintain corporate summaries
• Prepare and submit annual filing requirements to keep corporate entities in good standing and information updated on the government registry
• Maintain a business records filing system for our client companies, ensuring appropriate index, logging and retention systems are in place so that documents can be accessed as required
• Prepare investor registers as requested
• Ensure documents are properly tracked and filed from processing to completion
• Oversee and facilitate investor transactions
• Quarterly investor mailings
• Maintain a list of corporate officers and directors for all the company’s client entities
• Coordinate with senior executives to ensure policies remain current and are presented to the Corporate Governance Committee as required
• Maintain legal org charts of various funds
• Prepare corporate board and/or partner resolutions as required
• Prepare and distribute fund documentation to new and existing investors
• Maintain the corporate governance policies
• Liaise with internal and external auditors as required
• Ensure minutes of all board/committee/partner meetings are appropriately completed and filed in the corporate minute books
• Liaise with new and existing investors
• Ensure intranet portals are current with corporate documents and governance policies

Qualifications & Skills

• Decision-Making Skills – Identify and analyze problems; takes initiative and decision action where appropriate
• Computer Skills – Strong skills in Microsoft Office (Outlook, Excel, Word). Experience working with Salesforce is considered an asset.
• Paralegal certification is an asset
• Relationship Skills – Strong oral and written communication skills; excellent interpersonal skills; must be able to develop and sustain cooperative working relationships with support staff and senior management; able to provide a high level of client service to investors; able to exercise confidentiality; self-motivated; professional and flexible; committed team player
• Experience - Minimum 5 years of corporate paralegal/corporate records experience
• Organizational/Multi-Task Skills – Strong organizational, time-management and multi-tasking skills; able to allocate one’s time effectively; able to handle multiple demands and competing priorities; highly adaptable to new ideas and constant changes