Corporate Paralegal

Welltower; Dallas (TX); On-site; USD 82,000 - 104,000; Full time

Benefits offered by this job

Competitive Base Salary + Annual Bonus

Generous Paid Time Off and Holidays

Employee Stock Purchase Program

Employer-matching 401(k) Program

Student Debt Program

Tuition Assistance Program

Comprehensive Medical/Dental/Vision options

Job summary

Welltower, a leader in residential wellness and healthcare infrastructure, is seeking a Corporate Paralegal. This role is essential in supporting the Legal Department with fund compliance, corporate governance, and legal operations.

The ideal candidate will have 3-5 years of relevant experience and a degree in Legal Studies or Business. Competitive salary and diverse benefits are offered, including a base salary of $82,000 - $104,000 and an annual bonus.

Qualifications

• 3-5 years of experience as a paralegal, legal assistant, or compliance professional.
• Experience with corporate governance and private funds preferred.

Responsibilities

• Support the Legal Department with fund compliance and governance matters.
• Assist in the administration of compliance processes and documentation.
• Maintain compliance records and coordinate governance requests.

Skills

Corporate governance

Legal operations

Compliance processes

Document management

Investment guidelines

Education

Associate's or Bachelor’s degree in Legal Studies, Business, or related field

Paralegal Certification

Job description

New York City, NY

SUMMARY

The Corporate Paralegal supports the Legal Department, focusing on fund compliance for the Company’s registered investment advisor (“RIA”), holistic fund platform support, corporate governance matters, and legal operations. This role will provide support through administration of compliance processes, governance support, document management, and special projects.

KEY RESPONSIBILITIES

• Assist with administration of the Company's RIA’s fund compliance platform, including quarterly and annual reporting processes (with respect to both the RIA’s internal compliance procedures and any required SEC filings)
• Coordinate quarterly valuation and expense allocation meetings, including scheduling, preparation of materials, and meeting minutes
• Assist with monitoring of investment guidelines and restrictions, LP side letter reporting requirements, and other contractual reporting obligations
• Maintain compliance records and document repositories
• Prepare organizational documents, resolutions, consents, and other governance materials
• Coordinate lender, vendor, investor, and financial institution Know Your Customer (KYC) requests and due diligence matters
• Support attorneys with special projects and compliance initiatives related to the fund platform
• Support the Corporate Secretary function through maintenance of governance records, minute books, and corporate documentation
• Coordinate and fulfill Corporate Secretary certificate requests, quarterly legal due diligence inquiries, good standing certificate requests, and officer and director information requests
• Assist with organization of Board and Committee materials, minutes, calendars, and related records
• Coordinate execution of documents, signature collection, and corporate filings
• Maintain legal department files and records, including Corporate Secretary documentation
• Assist with processing wire transfer documentation, forms, and other legal administrative matters
• Work with other members of the Legal Department on special projects and initiatives

TRAVEL

No travel is expected for this position.

MINIMUM REQUIREMENTS

• Experience: 3-5 years as a paralegal, legal assistant, compliance professional, or related legal operations role. Experience with corporate governance, entity management, private funds (including SEC rules and regulations applicable to RIAs), financial services, or compliance matters preferred.
• Education: Associate’s or Bachelor’s degree in Legal Studies, Business, or related field; Paralegal Certification preferred.

Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position.

COMPENSATION

Salaries may vary by location. The range for this role in New York is $82,000 - $104,000 plus bonus. Final compensation determinations are made based on a variety of factors, including, but not limited to, the candidate’s individual experience, education, and skill level; business strategic priorities; primary office location; scope and anticipated strategic impact of the role.

BEQUIFITS

• Competitive Base Salary + Annual Bonus
• Generous Paid Time Off and Holidays
• Employee Stock Purchase Program – purchase shares at a 15% discount
• Employer-matching 401(k) Program + Profit Sharing Program
• Student Debt Program – we’ll contribute up to $10,000 toward your student loans!
• Tuition Assistance Program
• Comprehensive and progressive Medical/Dental/Vision options

Welltower® Inc. (NYSE: WELL) is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada.

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, review the Know Your Rights notice from the Department of Labor.