In-House Corporate Investment Paralegal (Permanent)

Latitude Legal; Philadelphia (Philadelphia County); On-site; USD 75,000 - 100,000; Full time

Job summary

An established industry player is seeking an In-House Corporate Investment Paralegal to join their dynamic team. This permanent, full-time role offers an exciting opportunity to engage in wealth management and investment analysis, focusing on corporate compliance and trusts. The ideal candidate will bring at least six years of relevant experience and a strong understanding of corporate law and financial statements. You will play a vital role in supporting the General Counsel and Investment Director, ensuring seamless operations and compliance in a fast-paced environment. If you're passionate about corporate law and eager to contribute to impactful projects, this position is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Generous Leave Policies

Qualifications

• 6+ years of experience in wealth management or corporate law.
• Strong understanding of trusts, estates, and compliance.

Responsibilities

• Document and track key contractual and compliance dates.
• Assist in maintaining legal documents and corporate records.
• Coordinate with outside counsel and financial advisors.

Skills

Corporate Law

Investment Analysis

Trusts and Estates

Compliance

Financial Statements

Estate Planning

Analytical Skills

Communication Skills

Organizational Skills

Education

Paralegal Certificate

Bachelor’s Degree in Economics

Bachelor’s Degree in Finance

Bachelor’s Degree in Business

Job description

In-House Corporate Investment Paralegal (Permanent)

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In-House Corporate Investment Paralegal (Permanent)

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Director, Legal Recruiting and Placement - Latitude - Attorney

Our client, a single-family office, is seeking a mid-level paralegal to join their team on a full-time, permanent basis. The ideal candidate will have at least 6 years of experience working in a wealth management business or a bank/trust focusing on corporate law, investment analysis and/or trusts and estates work. A strong understanding of corporate compliance, trust and partnership structures, investment vehicles, financial statements, estate planning, and probate law is required. The paralegal will be responsible for assisting the General Counsel and the Investment Director in handling legal, investment, and operational matters including wealth management, public and private investments, and estate planning.

Responsibilities for the In-House Corporate Investment Paralegal:

• Document and track key contractual and compliance dates
• Track and monitor investor/shareholder rights for direct investments
• Facilitate execution of documents through DocuSign; assist in maintaining full set of final and executed legal documents
• Data entry for private fund investments such as market values, capital calls, distributions, and saving fund and brokerage statements
• Daily reporting reconciliation
• Create and maintain portal and data-room credentials
• Form entities, maintain entity and trusts databases, and maintain corporate books and records
• Corporate compliance, including formation filings, annual reports, and consents
• Prepare necessary certificates of designation, resolutions, and consents
• Manage trust accounts, including preparing documentation for banks and custodians, recordkeeping and documenting distributions to beneficiaries
• Coordinate with outside counsel, financial advisors and other professionals involved in estate planning

Requirements for the In-House Corporate Investment Paralegal:

• Paralegal Certificate Required; Bachelor’s degree in economics, finance, or business preferred
• 6+ years of experience as wealth management, investment/corporate, and/or trusts & estates paralegal, preferably at a family office, a bank/trust or other in-house investment organization
• Strong understanding of corporate law, including corporate compliance, trust and partnership structures, and investment vehicles
• Knowledge of trusts/estate planning and probate law
• Familiarity with financial statements and investment analysis
• Ability to maintain strict confidentiality
• Ability to manage time and tasks effectively
• Excellent research and analytical skills
• Excellent attention to detail with strong organizational and proofreading skills
• Solid interpersonal skills and excellent communication skills to interact with clients, attorneys, and other professionals

Position Details of the In-House Corporate Investment Paralegal:

• Type of role: Permanent
• Schedule: Full-time
• Location: In Office (Philadelphia Suburbs)

Compensation:

• Pay: The salary range for this role ranges from $75,000 to $100,000, or more. Pay is based on multiple factors including but not limited to work experience, qualifications, credentials, and location.
• Benefits: In addition to pay, a competitive benefits package is also provided, including medical, dental, vision, life, and disability insurance; 401(k) and generous leave policies.

Confidentiality

Latitude will not propose you to prospective clients without your prior consent. Candidates selected for further consideration will be contacted.

About Latitude

Latitude is a full-service flexible legal talent company serving corporate legal departments and law firms nationwide. From Fortune Global 100 companies to start-ups and Global 50 law firms to boutiques, clients turn to us for top-tier attorneys and other legal professionals.

Latitude specializes in providing highly skilled former in-house counsel and Big Law attorneys for flexible contract engagements and permanent positions in dozens of practice areas, including commercial contracting, data privacy, M&A, employment, litigation, and more.

Founded in 2013, Latitude is a Chambers and Partners globally-ranked flexible legal staffing company.

Latitude Contract Engagements & Secondments

Outstanding attorneys and other legal professionals who are seeking contract assignments or consulting/secondment roles choose to work with Latitude because of our competitive compensation and benefits, sophisticated and engaging work, a chance to work with great clients and peers, and a refreshing blend of freedom with self-designed boundaries. Our own experience as practicing attorneys and our client relationships enable us to effectively tailor our candidate proposals to the specific practice strengths and interpersonal attributes that matter most to our clients and to match our candidates with the opportunities that will be most fulfilling to them.

Our Specialty: Peer-Level Contract Attorneys. Latitude Attorneys have the level of skill, experience, and judgment as would be expected of a permanent member of our client’s corporate legal department or law firm and the versatility to step into challenging environments and hit the ground running. Latitude Attorneys serve on a full- or part-time contract basis, and work remotely or on-site at the client office.

Permanent Positions

Outstanding legal professionals who are seeking permanent positions choose to work with Latitude because of our deep market knowledge, career advocacy and extensive client base. Our own practice experience and client relationships enable us to effectively tailor our candidate proposals to the specific practice strengths and interpersonal attributes that matter most to our clients and to match our candidates with the opportunities that will be most fulfilling to them.

FAQ:

Q: What other legal jobs do you have?

A: If you’re interested in working with Latitude but do not think this particular legal job is the right one for you, we encourage you to explore our other open opportunities or fill out a General Application by visiting us at https://latitudelegal.com/jobs/

Q: Should I apply for this specific position if I have previously applied for another Latitude position?

A: Yes, it is better to apply to each Latitude job for which you are qualified and interested so that we immediately know of your interest in that specific role. This also enables you to share additional information about your qualifications or interest specific to each role. If you do not meet all of the qualifications for a position but think you would still be highly effective in the role, it can be helpful to include a brief explanation in your application.

Q: How can I reduce the risk of missing Latitude’s email inviting me to interview for this position?

A: Please safe-list Latitude’s URL domain name (latitudelegal.com) in your spam filter so that an email from one of our recruiters does not get caught in your spam folder. Our recruiters will never contact you by email from a URL other than latitudelegal.com

Q: My current legal team needs help. How can I see some Latitude candidates for my legal team?

A: The fastest way is to submit the very short form on our website contact page. A member of our client services team will be back in touch with you very fast to learn more about your need so we can provide you with on point candidates to consider.

• For more information about Latitude, please visit us at https://latitudelegal.com.Follow Latitude on LinkedIn
• See More Latitude Jobs
• See Complimentary Latitude Resources
• Find a Great Attorney or Other Legal Professional for your Legal Team

Thank you for your interest in Latitude!

Latitude is an Equal Opportunity Employer.

LATPA

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Law Practice

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Vision insurance

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