Sr. Paralegal – Financial Services – Boston, MA

We are seeking candidates for a Sr. Paralegal position located in downtown Boston, MA. The Sr. Paralegal will be responsible for evaluating, monitoring, and resolving issues in connection with providing legal administrative services to client(s) assigned, including: disclosure/ registration services, corporate secretarial/ governance services and other regulatory or legal support required.

This is a full-time position that will pay a $90,000 salary plus bonus.

Responsibilities:

  • Coordinate the preparation of regulatory filings for mutual funds assigned
  • Develop a full understanding of the funds assigned and the regulatory framework involved
  • Draft/edit various disclosure documents required for assigned funds, including prospectuses (using Prospectus Builder web-based program), SAIs, supplements, proxy and information statements, 24f-2s and Part C
  • Review various disclosure documents required for assigned funds, including shareholder reports and N-CENs
  • Identify, research and recommend solutions for issues raised in preparing/reviewing disclosure documents including comments from reviewers
  • Coordinate with publishing and/or designated printer for filing documents using EDGAR system as required
  • Coordinate the preparation of various memoranda and other documents relating to mutual fund corporate governance matters assigned
  • Develop a full understanding of the funds assigned and the regulatory framework involved
  • Coordinate the compilation of Board and/or Committee materials
  • Draft/edit various documents required by governance actions scheduled or taken, including charter documents, contracts, and procedures
  • Review Board and/or Committee materials prepared by others

Experience Required:

  • 5+ years of mutual fund paralegal/legal administration experience preferred
  • Proficiency in legal requirements of mutual fund governance and registration required
  • Excellent organizational, problem-solving and communication skills
  • Proficiency with Microsoft Office products and legal research tools
  • Project management skills
  • Associates or Bachelors Degree or comparable business experience

If you are interested in this opportunity please apply to this opportunity or send your resume to Reed at rkaraska@daleyaa.com

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#LI-RK1

 

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