Paralegal (Investor Relations Support)

Vaco Recruiter Services; Irvine (CA); On-site; USD 10,000 - 60,000; Full time

Job summary

A staffing agency seeks a Paralegal for Investor Relations Support in California. This role involves organizing legal documents and managing investor communications. Candidates should have a Bachelor's degree and 2–4 years of paralegal experience in financial services. Strong organizational skills and proficiency in Microsoft Office are essential. The position offers opportunities for bonuses and benefits, including medical and 401(k) plans.

Benefits

Discretionary bonuses

Medical benefits

Dental and vision benefits

401(k) retirement plan

Qualifications

• 2–4 years of experience as a paralegal in an investment management or financial services environment.
• Familiarity with investor relations processes and legal documentation.
• Ability to handle confidential information with discretion.

Responsibilities

• Review, organize, and maintain subscription agreements and legal documentation.
• Manage CRM records for client onboarding and distribution of investor materials.
• Draft and review standard investor communications for legal accuracy.

Skills

Strong organizational skills

Excellent oral and written communication

Ability to manage multiple priorities

Proactive problem-solver

Collaborative mindset

Education

Bachelor’s degree

Paralegal certificate

Tools

Microsoft Office

CRM systems

Job description

Position: Paralegal – Investor Relations Support (On-site, temp to hire)

We are seeking a Paralegal with experience in investor relations to support legal and investor-facing functions. This role requires a detail-oriented, proactive professional who can handle sensitive information, work cross-functionally with legal, compliance, and investor relations teams, and contribute to a high level of client service.

Responsibilities:

• Review, organize, and maintain subscription agreements, investor forms, and related legal documentation

• Manage CRM records for client onboarding, fundraising campaigns, and distribution of investor materials

• Collaborate with accounting and investment teams to prepare and distribute legal and investor correspondence, including capital calls, distribution notices, tax documents, quarterly reports, and annual disclosures

• Draft and review standard investor communications to ensure legal accuracy and compliance

• Respond to and track investor, custodian, and wealth manager requests in coordination with legal and investor relations staff

• Maintain up-to-date marketing and disclosure materials, ensuring compliance with applicable laws and regulations

• Oversee execution and secure electronic storage of legal agreements and corporate records

• Work closely with internal and external compliance teams to ensure investor communications meet regulatory requirements

• Assist in planning and coordinating investor events, including scheduling, invitations, materials, and follow-up correspondence

• Maintain and troubleshoot the investor portal, ensuring accuracy and ease of use for clients

Competencies:

• Strong organizational skills with a focus on process and accuracy

• Excellent oral and written communication abilities

• Sound judgment and ability to handle confidential information with discretion

• Ability to manage multiple priorities and meet deadlines under pressure

• Proactive problem-solver with strong time management skills

• Collaborative mindset, comfortable working across legal, compliance, and client-facing teams

Qualifications:

• Bachelor’s degree required; paralegal certificate preferred

• 2–4 years of experience as a paralegal in an investment management, asset management, wealth management, or financial services environment

• Familiarity with investor relations processes, legal documentation, and compliance requirements

• Proficiency in Microsoft Office and CRM systems

• Flexible and committed to meeting business needs, including occasional extended hours

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.