Paralegal

Job Description

Manage the complete lifecycle of inbound contracts and vendor agreements. Perform intake, initial review, and redlining. Upload and track in the Venminder platform per established naming and workflow conventions. Maintain a contract log with executed agreements filed in SharePoint. Perform initial review and redlining of marketing referral agreements and other partnership contracts. Support the vendor due diligence process end-to-end. Manage the intake, review, and response coordination for all subpoenas, including document collection. Review, process, and maintain Power of Attorney (POA) documentation and divorce decrees in accordance with established procedures. Manage beneficiary escalation cases requiring legal review. Draft, review, and manage Mutual Non-Disclosure Agreements (MNDAs). Serve as the primary Legal reviewer for all marketing content prior to publication. Draft, review, and finalize cease and desist (C&D) letters. Conduct intake and review of Registered Investment Advisor (RIA) certification submissions. Serve as a resource for the Compliance team on legal questions. Maintain organized, accurate legal records across all matter types in SharePoint. Support the review and updating of client-facing account disclosures. Manage and prioritize incoming legal requests across shared inboxes and ticketing systems. Support special projects and strategic initiatives.

Qualifications

1. Associate's or Bachelor's degree required; a Paralegal Certificate from an ABA-approved program is strongly preferred. 2. Three or more years of paralegal or legal operations experience. 3. Working knowledge of applicable financial regulatory frameworks is strongly preferred. 4. Proficiency in Microsoft Office Suite (Word, Excel, Outlook), SharePoint, and CRM platforms such as HubSpot. 5. A clear, precise communicator who can translate legal concepts for non-legal audiences. 6. Someone who thrives managing multiple concurrent workstreams without losing accuracy or missing deadlines. 7. Highly organized and self-directed, with the judgment to know when to escalate and when to act independently. 8. Discreet and trustworthy when handling sensitive legal, client, and business information. 9. Adaptable in a growing fintech environment where priorities can shift and no two days look the same.