Paralegal, Corporate

PlanSource; United States; Remote; USD 10,000 - 60,000; Full time

Job summary

A leading benefits administration technology provider is hiring a Corporate Paralegal to manage governance and entity compliance matters. The role requires 5-10 years of paralegal experience with strong knowledge in corporate governance and regulatory compliance. Candidates should have a Bachelor’s degree or Paralegal Certificate and excellent project management skills. The company offers a competitive benefits package and supports diversity and inclusion.

Benefits

Full suite of health benefits

401(k) Plan

Unlimited PTO

Paid parental leave

Focus on mental health and well-being

Qualifications

• Minimum of 5-10 years of experience as a corporate paralegal.
• Strong expertise in corporate governance and entity management.
• Exceptional organizational and project management skills.

Responsibilities

• Assist with corporate governance matters, drafting resolutions, and maintaining corporate minute books.
• Oversee corporate entity management to ensure compliance with requirements.
• Manage regulatory licensing for Third-Party Administrators and insurance producers.

Skills

Corporate governance expertise

Entity management proficiency

Regulatory compliance knowledge

Microsoft Office Suite

Interpersonal communication

Education

Bachelor’s degree or Paralegal Certificate

Tools

Entity management software (CSC preferred)

Job description

Overview

Join Us at PlanSource: Your Exciting Career Awaits!

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

Reporting to the (Director, Legal Operations), the Corporate Paralegal will support the PlanSource Legal Team in the maintenance of the corporate governance and entity management function. The successful candidate brings a solid understanding of corporate law, exceptional attention to detail, and the ability to thrive in a collaborative, fast-paced environment.

Responsibilities include:

• Corporate Governance: Assist with managing corporate governance matters, including drafting resolutions, maintaining corporate minute books, and assisting with the filing and tracking of business licenses.
• Entity Management: Oversee corporate entity management, including the formation, dissolution, and ongoing maintenance of domestic and international entities. Ensure compliance with registered agent requirements and jurisdictional reporting deadlines.
• TPA and Producer License Management: Oversee and maintain all regulatory licensing requirements for Third-Party Administrator (TPAs) and insurance producers across multiple jurisdictions to ensure timely renewals, accurate filings, and full compliance with state and federal regulations, supporting the company’s operational integrity and legal standing.

Conduct legal research as needed and provide support on various regulatory and compliance matters.

Collaborate with internal and external counsel to ensure all corporate records, contracts, and filings comply with relevant laws and regulations.

Maintain and track corporate policies and ensure adherence to compliance requirements.

Assist with special projects and additional duties as deemed necessary by management.

About You

Necessary Strengths, Skills, and Competencies

• Minimum of 5-10 years of experience as a corporate paralegal, preferably with exposure to both law firm and in-house environments.
• Strong expertise in corporate governance and entity management; experience with TPA licenses is a plus.
• Proficiency with entity management software (CSC preferred).
• Familiarity with corporate transaction and licensing processes, including due diligence and document preparation.
• Exceptional organizational and project management skills with the ability to manage and meet multiple deadlines.
• Strong interpersonal skills and the ability to communicate effectively with team members, executives, and outside stakeholders.
• High degree of professionalism and discretion in handling confidential and sensitive information.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and comfort using legal research databases.
• Bachelor’s degree or Paralegal Certificate from an accredited institution is strongly preferred.

What We Offer

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

1. Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.
2. PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.
3. Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.
4. You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.
5. Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.

REF 4772

Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.