Funds Paralegal Jobs in California

Paralegal/Legal Assistant The candidate should have experience doing work for transactional attorneys...

Trust and Estates Paralegal The candidate will assist in drafting of estate planning and trust administration documents. Will prepare asset lists, analyze bank and business records, identify trust and non-trust assets, ..

Senior Paralegal The candidate provides administration, legal, and regulatory services to third-party mutual fund and adviser clients. Serves as a primary legal contact for designated clients and a diplomat for company. ..

Paralegal - Trusts & Estates The candidate will prepare/assist with preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. Maintain financial records of trusts; perform trust accounting; ..

Senior Paralegal (AMIF) Duties: Examines, organizes, analyzes, and summarizes information relating to particular questions and organizes the communication into a logical and usable work product. Utilizes the firm’s software and technology, ..

Corporate Paralegal (Trust and Estates) Duties: Assist with planning documents and funding of assets (deeds/transfers of accounts/beneficiary changes). Prepare and maintain documents relating to court accountings, trust administration, and probate administration. ..

A law firm seeks a dedicated employment litigation attorney with a minimum of two years of recent experience to join its Pleasanton, CA, office. This role offers the chance to advocate ..

Probate and Trust Paralegal Responsibilities: Work on complex probate and trust administrations, from initial petition through final distribution. Coordinate asset valuation, document preparation, and asset allocation/distribution. Review and prepare estate and ..

Position: Managing Attorney – Veterans Justice Project Workgroup Location: TBD Salary: $109,000k – $140,000k/ annually DOE with excellent benefits Availability: Immediately Application Deadline: Continuous until position is filled.   Are you interested in joining ..

Paralegal II - Investment Funds The candidate prepares and maintains excel spreadsheets tracking investor subscriptions. Updates and maintains Sharepoint tracking system and calendar for various deadlines. Prepares and files (or coordinates ..

Estate Planning/Real Estate/Corporate Paralegal The candidate will be preparing and maintaining corporate records, including formation documents, state filings, minute books, and transaction documents. Issuing shares, preparing leases and related documents. Preparing ..

Job Overview: A progressive, women-led law firm in the San Rafael is seeking an Associate Employment Attorney to join its team. The firm focuses on partnering with employers to foster respectful, ..

Senior Paralegal, International Corporate The candidate will support compliance with the corporate obligations of all Tesla foreign subsidiaries. Work with local counsel to ensure all affiliates outside the USA are in ..

Senior Paralegal (AMIF) Duties: Examines, organizes, analyzes, and summarizes information relating to particular questions and organizes the communication into a logical and usable work product. Utilizes the firm’s software and technology, ..

Job Overview: A dynamic and expanding law firm is seeking a Senior Estate Planning Attorney to join its Irvine, California office. This full-time position is designed for an experienced professional with ..

Probate and Trust Paralegal Responsibilities: Work on complex probate and trust administrations, from initial petition through final distribution. Coordinate asset valuation, document preparation, and asset allocation/distribution. Review and prepare estate and ..

Paralegal The candidate will be assisting attorneys in setting up and closing investment funds, including reviewing subscription agreements and client account questionnaires for accuracy and completeness; maintaining an on-line database for ..

Position: Attorney Management – Managing Attorney – Survivor and Family Justice Workgroup Location: Ron Olson Justice Center Salary: $107,000k – $130,000k / annually DOE with excellent benefits Availability: Immediately Application Deadline: ..

Paralegal II - Investment Funds The candidate prepares and maintains excel spreadsheets tracking investor subscriptions. Updates and maintains a Share point tracking system and calendar for various deadlines. Prepares and files ..

Senior Paralegal (AMIF) Duties: Examines, organizes, analyzes, and summarizes information relating to particular questions and organizes the communication into a logical and usable work product. Utilizes the firm’s software and technology, ..

Senior Paralegal (AMIF) Duties: Examines, organizes, analyzes, and summarizes information relating to particular questions and organizes the communication into a logical and usable work product. Utilizes the firm’s software and technology, ..

Paralegal The candidate will be responding to Requests for Proposal IRS, ERISA, DOL and state insurance law issues, Securities laws issues, such as registration and maintenance of variable insurance products, including ..

Probate/Estate Planning Paralegal The candidate will conduct estate administrations, including probates and trust settlements (and preparation of requisite inventories and accountings), under the supervision of attorneys. Communicate with clients, courts, personal ..