Location
Boston, MA, United States
Posted on
Sep 06, 2021
Profile
Job Summary:
The corporate paralegal (Blue Sky focused) will be responsible for assisting our lawyers and clients with a wide range of business transactions and general corporate matters. This individual will support document drafting, prepare filings, organize transaction materials, and maintain business entities. In addition, this individual will be responsible for a variety of administrative matters within the business department, including occasional training sessions. The corporate paralegal should have a strong knowledge of the corporate and transactional practice areas generally. Specific responsibilities include, but are not limited to, assisting in the following areas:
Job Functions:
Blue Sky Transactions
Manage and assist with basic and advanced Blue Sky-related research, analysis and filings
Acquire and maintain knowledge of the SEC EDGAR system with regard to obtaining SEC electronic filing codes, editing company information, and handling any issues that arise in the filing process.
Maintain knowledge of up-to-date practices regarding Blue Sky laws and basic filing procedures, both manual and electronic
Ensure all compliance matters are monitored and maintained within company approved protocols
Provide blue sky filing analysis with attention to specific state exemptions and regulations.
Keep track of the various and different state filing requirements including those that require a Form U-2 Consent to Service of Process and those that require annual renewal filings and termination of sale reports.
Maintain record of all federal Form D filings as they relate to the SEC’s annual renewal filing requirement.
Coordinate between clients and fund formation associates to ensure timely filings.
Provide in depth analysis and instruction to clients regarding various federal and state filing requirements.
Assist with tracking and maintaining spreadsheets for intake of subscription documents
General Corporate and Corporate Maintenance
Statutory filings (charter amendments, mergers, conversions, dissolutions, withdrawals, etc.)
Annual meeting preparation
Annual consents
Annual reports
Option exercises
Stock issuances and transfers
Minute books and stock records
Qualifications:
Bachelor's degree and/or a Paralegal Certificate
Minimum of five years corporate paralegal experience with a focus on Blue Sky administration in a law firm
Expert utilization of available technology
Team player; able to interact and communicate effectively with all levels of our staff and clients
Excellent writing skills
Highly developed organization skills
Ability to work independently and effectively, as well as meet deadlines in a fast-paced environment
Physical Requirements:
Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
Must have the ability to operate equipment such as a computer and copy machine.
Must have the ability to communicate clearly and to read and follow detailed instructions.
Must have the ability to prepare assorted documents and other related materials.
Must have the ability to work in stressful conditions under time deadlines.
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