Paralegal - Salt Lake City, UT

Michael Page; Salt Lake City (UT); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Employer-matched retirement plan

Unlimited PTO

Health insurance

Job summary

A leading financial technology provider in Salt Lake City is seeking a detail-oriented Paralegal to join their team. The role involves supporting Board functions, managing thorough compliance records, and coordinating entity governance across jurisdictions. Ideal candidates will have 7-10 years of experience, exceptional organizational skills, and a high attention to detail. This position offers a competitive salary range along with comprehensive benefits, including an employer-matched retirement plan and unlimited PTO.

Qualifications

• Requires 7-10 years of experience supporting Board functions.
• Expertise in compliance filings across jurisdictions is essential.
• Strong understanding of organizational documents required.

Responsibilities

• Schedule and coordinate quarterly Board meetings.
• Maintain accurate records of Board resolutions and governance documents.
• Compile and distribute Board packages including performance reports.

Skills

Organizational skills

Attention to detail

Regulatory compliance knowledge

Board coordination

Entity governance

Education

7-10 years in paralegal or corporate governance

Job description

Base pay range

$85,000.00/yr - $120,000.00/yr

We are seeking a detail-oriented Paralegal to join a team within the Technology & Telecoms industry in Salt Lake City, Utah. This role requires strong organizational skills and the ability to handle a variety of legal and administrative tasks to support the department.

Our client is a leading provider of innovative financial technology solutions, dedicated to transforming the alternative investment industry. They deliver cutting-edge platforms and services that streamline complex processes for asset managers, advisors, and investors.

Description

• Schedule and coordinate quarterly Board meetings and ad-hoc sessions; maintain master calendar for all fund Boards.
• Compile and distribute comprehensive Board packages, including fund performance reports, SEC filings (Forms 10-K, 10-Q, 8-K), compliance updates, risk assessments, audit and valuation summaries.
• Maintain accurate records of Board resolutions, minutes, and governance documents in compliance with SEC requirements.
• Liaise with internal Legal, Compliance, Fund Finance, and Investor Relations teams to ensure all materials meet regulatory standards.
• Act as the primary point of contact for Independent Directors, external counsel, and auditors regarding Board-related matters.
• Develop and maintain SOPs for Board administration workflows.
• Coordinate formation and qualification of new fund entities and related subsidiaries in required jurisdictions. Maintain organizational documents (charters, bylaws, operating agreements) for all fund entities.
• Prepare and file state annual reports and franchise tax returns for fund entities; track deadlines for SEC filings and state compliance obligations across multiple entities.
• Maintain minute books and governance records for all fund entities and their Boards. Ensure proper execution and storage of resolutions, consents, and officer certifications.
• Maintain accurate records of fund ownership structures and capitalization tables; support issuance and transfer of interests in compliance with regulatory requirements.
• Monitor changes in governance regulations affecting registered funds and implement updates; assist with internal audits and compliance reviews related to entity governance.
• Prepare documentation for fund launches, mergers, liquidations, or reorganizations; support due diligence by providing accurate entity records and certifications.
• Coordinate with registered agents for service of process and compliance notices; manage entity qualifications and good standing in multiple states.
• Develop governance checklists and compliance calendars for fund entities; recommend process improvements for efficiency and risk mitigation.

Profile

• 7-10 years in a paralegal, corporate governance, or fund administration role within financial services, with direct experience supporting both Board and entity governance functions.
• Expertise in entity formation, maintenance, and compliance filings across multiple jurisdictions.
• Familiarity with Exchange Act reporting (Forms 10-K, 10-Q), state annual reports, franchise tax returns, and governance requirements for registered funds.
• Strong understanding of organizational documents such as charters, bylaws, operating agreements, capitalization tables, and ownership structures.
• Experience preparing documentation for fund launches, mergers, liquidations, or reorganizations.
• Experience supporting Boards and managing entity governance for registered funds ('34 Act or '40 Act), including multi-entity structures.
• Ability to coordinate with registered agents and manage entity qualifications/good standing in multiple states.
• Proven track record in developing governance checklists, compliance calendars, and process improvements for efficiency and risk mitigation.
• Ability to manage multiple Boards, entities, and deadlines in a fast-paced environment.
• High attention to detail, commitment to confidentiality, and proactive approach to regulatory changes and compliance monitoring.

Job Offer

• Base salary range: $85,000-$120,000
• Competitive compensation package including salary, equity for all full-time employees, and annual performance bonus.
• Comprehensive benefits package: employer-matched retirement plan, generously subsidized healthcare, 100% employer-paid dental, vision, telemedicine, and virtual health counseling, parental leave, and unlimited PTO.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans, and all other qualified applicants.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Legal

Industries

• Business Consulting and Services