Job Description

This role will be responsible for assisting the departmental attorneys and senior paralegals in the coordination of all phases of a transaction from its inception through closing, while assisting senior Corporate paralegals and attorneys with completing client work in an efficient and timely manner, with exceptional attention to detail.

Responsibilities:

• Assisting attorneys with maintaining and managing various corporate and finance transactions, including research and analysis of corporate records, drafting and maintaining checklists, document and deliverable tracker, closing documents and certificates, and reviewing and finalizing legal contracts for execution
• Preparing initial drafts, forms, and maintaining documentation for various business entities including corporations and limited liability companies
• Assisting with preparing documentation for forming, registering, maintaining, and dissolving legal entities, including filing required documents, obtaining employer identification numbers, and preparing, organizing, and maintaining minute books and other corporate records
• Creating and maintaining Carta files (and other equity software program files)
• Onboarding records for new clients, including organizing, reviewing, and summarizing all corporate and transactional documents and capitalization tables
• Preparing and filing formation documents and foreign registrations for corporations, limited liability companies, limited partnerships, and iterations thereof
• Preparing and maintaining corporate records and books including board minutes and resolutions, shareholder records and consents, capitalization tables, stock ledgers, and proficiency in equity management platforms such as Carta, Shareworks, and Diligent

• Providing transactional support for M&A, securities offerings, and corporate restructurings

Qualifications:

• Possess a thorough knowledge of state corporation laws and federal and state securities laws and regulations
• Exhibit well-developed and professional interpersonal skills, and the ability to interact effectively with people at all organizational levels of the firm
• Demonstrate the ability to work in a team environment with a customer-service focus
• A bachelor's degree or an equivalent
• A paralegal certificate from an ABA-approved program or a signed declaration if located in a California office
• A minimum of four (4) years of related law firm experience as a paralegal

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