Corporate Paralegal

Permanent Placements LLC

San Francisco (CA)

Hybrid

USD 117,000 - 175,000

Full time

2 days ago

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Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings programs

Paid time off and holidays

Wellness and employee support programs

Job summary

Our client is seeking an experienced Corporate Paralegal to support its Corporate Transactions and Finance practice. This hybrid role handles corporate, finance, securities, and regulatory work while collaborating closely with attorneys and clients.

Ideal candidates bring substantial transactional experience, superb organizational skills, and the ability to manage multiple complex matters in a fast-paced environment. Hybrid work is available along with strong career development opportunities.

Qualifications

Bachelor's degree in Legal Studies or similar with law-related coursework.
ABA-approved Paralegal Certificate or CA paralegal qualification.
Minimum 5 years paralegal experience in law firms or professional services.
Experience supporting corporate transactions, finance, securities, or funds.
Strong drafting, organizational and project management skills.
Ability to handle confidential information with sound judgment.

Responsibilities

Assist with corporate governance, formations and records.
Draft and maintain resolutions, bylaws, stock certificates and records.
Support financing transactions, review credit and security agreements.
Prepare UCC filings, searches and related perfection documents.
Coordinate securities offerings, filings and investor documentation.
Manage transaction deliverables, checklists and data room organization.
Assist with regulatory compliance, AML/KYC and licensing reviews.
Communicate with clients and maintain calendars and deadlines.

Skills

Strong drafting

Organizational skills

Project management

Communication skills

Confidentiality

Education

Bachelor's in Legal Studies

ABA-approved Paralegal Certificate

California paralegal qualification

Tools

Microsoft Office Suite

Excel

DocuSign

EDGAR

Carta

DMS / VDR

Job description

Corporate Paralegal – Corporate Transactions & Finance

Our client, a leading national law firm, is seeking an experienced Corporate Paralegal to support its Corporate Transactions and Finance practice. This hybrid position offers the opportunity to work on sophisticated corporate, finance, securities, regulatory, and transactional matters while partnering closely with attorneys and clients.

The ideal candidate will have substantial transactional experience, exceptional organizational skills, and the ability to manage multiple complex matters in a fast-paced legal environment.

Responsibilities

Corporate Governance

Assist with entity formations and corporate maintenance matters
Draft and maintain governing documents and corporate records
Prepare corporate resolutions, consents, bylaws, stock certificates, and related organizational documents

Finance & Lending Transactions

Support secured and unsecured financing transactions
Assist with preparation and review of:
Credit agreements
Security agreements
Pledge agreements
Indentures
Conduct and summarize UCC, bankruptcy, and lien searches
Prepare and file UCC financing statements, amendments, continuations, and terminations

Securities & Regulatory Matters

Assist with public and private securities offerings
Prepare and coordinate filing of:
Registration statements
Periodic reports
Form D filings
Form ADV filings
Beneficial ownership filings
FATCA and CRS compliance documentation
Review investor subscription documents for completeness and accuracy
Track investor onboarding processes
Coordinate anti-money laundering (AML) and know-your-customer (KYC) documentation
Maintain fund tracking schedules and investor records

Transaction Management

Support pre-closing, closing, and post-closing activities for:
Mergers and acquisitions
Joint ventures
Financing transactions
Strategic investments
Manage closing checklists and transaction deliverables
Coordinate execution and delivery of closing documents
Assist with data room management and document organization

Compliance & Licensing

Assist with regulatory compliance and reporting requirements
Review and track licenses, permits, and regulatory filings
Research filing requirements and coordinate applications with clients and government agencies
Maintain compliance databases and related records

Client & Administrative Support

Communicate directly with clients regarding transaction and compliance matters
Draft ancillary transactional documents under attorney supervision
Maintain calendars, deadlines, and transaction tracking schedules
Consistently meet billable hour expectations

Qualifications

Bachelor's degree in Legal Studies or another field with substantial law-related coursework, or
ABA-approved Paralegal Certificate, or
Qualification under applicable California paralegal requirements
Minimum 5 years of paralegal experience in a law firm or professional services environment
Experience supporting corporate transactions, finance matters, securities work, or investment fund activity
Strong drafting, organizational, and project management skills
Excellent attention to detail and analytical abilities
Ability to independently manage multiple priorities and deadlines
Strong written and verbal communication skills
Ability to maintain strict confidentiality and exercise sound judgment

Technical Skills

Experience with or proficiency in:

Microsoft Office Suite
Excel
DocuSign
EDGAR filing platforms
Carta
Corporate and transactional management systems
Document management systems and virtual data rooms

Why This Opportunity

Our client offers the opportunity to work on sophisticated corporate and finance matters within a highly collaborative legal environment. Professionals benefit from: