Operations Associate - Ideal for a Corporate Paralegal looking to work for a Trust Company
491 Bloomfield Avenue, Concourse Suite 2 Montclair, NJ 07402 US
Job Description
Position responsibilities are:
- Assist with general legal, operations, investment and compliance matters including preparing fund documents and brokerage account opening forms as well as other investment documents
- Assist President with preparation for biannual board and committee meetings at the corporate office including compiling meeting minutes and preparing agendas and binders
- Assist Treasurer with maintaining the company compliance calendar including regulatory and compliance dates and sending calendar reminders to team members
- Maintain insurance schedules to ensure that all required insurance is obtained
- Assist with investments, including setting up auction accounts, making bidding arrangements and securing relevant documentation
- Maintain document management system for electronic and hard copy files
-Personal client service responsibilities, such as communicating directly with family principals, assisting with loan applications and well as obtaining government documents, and special projects, may be necessary as needs arise
Position requirements are:
- At least 3 -5 years of experience as a Corporate Paralegal, Legal Assistant or experience working as a Fund Administrator
- Bachelor's Degree a plus
- Familiarity with basic entity formation documentation (i.e. LLC's)
- Familiarity with investment related documentation (i,e, KYC) is a plus
- Proficiency with MS Office, Zoom and Adobe Acrobat
- Excellent organizational skills and attention to detail