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Title : Staff - Paralegal (Investment Funds)

Location : Texas - Dallas
Refer to Job # PLMF716277

Staff - Paralegal (Investment Funds) The candidate will under general supervision of assigned attorneys administrative practice management and following prescribed department, office and firm procedures. Will be assigned to work primarily on specific cases/transactions, provide general assistance to a project team of attorneys, and/or to support attorneys whose practice involves specific areas of law. May also monitor regulations, legal developments and compliance procedures in their area of expertise. In addition, may be asked to provide general supervision of Project Assistants and other clerical staff. Expected to perform all responsibilities with a commitment to providing superior service to the firm s clients, attorneys, advisors and staff, and maintaining an atmosphere of teamwork and continuous improvement. Assist with the organization of client materials and attorney work product including in computer based technology, especially in Microsoft Word, Microsoft Excel and Microsoft PowerPoint. Maintenance of forms and databases relating to partnerships, corporations, limited liability companies and other corporate forms, and research with respect to state filing requirements. Assist with on-going administrative client matters including preparation of routine or special board resolutions (officer appointment resolutions, transaction specific resolutions, etc.) and amendments to formation certificates and entity operating agreements. Arrange filings, mailings and service list deliveries with appropriate courts, government agencies and other parties including preparing tax filings with the IRS, securities filings with the Securities and Exchange Commission, Commodity Futures Trading Commission and National Futures Association (generally, via online websites) as well as EIN tax filings (including SS-4 s, 8832 s, etc.). Form and qualify entities to do business in various states and other jurisdictions including coordinating with foreign counsel (e.g., Cayman Islands, Marshall Islands, Anguilla, Luxembourg, etc.) to form entities and prepare formation agreements. Under the supervision of an attorney, draft, edit, conform and otherwise assist in the preparation of legal documents including drafting simple initial formation agreements (such as certificates of formation/incorporation/limited partnership; limited partnership and limited liability agreements, etc.). Prepare binders and closing sets of completed transactions including preparation of distributions to clients and/or investors. Maintain files and other case or project records; circulate materials to project team, as needed; and maintain chronological records of project activity. Participate in due diligence and other reviews of client records and files. Maintenance of document checklists and tracking project status. Obtain services from outside contractors, including filing and registered service providers and foreign counsel. Travel, as required by the practice and/or client. As requested by the administrative practice management, and/or assigned attorneys, coordinate work of other paralegals and/or project assistants or clerical team members. The candidate should have BA/BS degree. Legal Assistant/Paralegal certification desirable. Ability to read, write and speak English is required. Must have thorough knowledge of MS Office applications including Word, Excel, Outlook and PowerPoint (experience with creating structure charts in PowerPoint helpful and basic filtering and tabulation functions of Excel). Familiarity with Adobe professional and Adobe Acrobat is required.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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