Paralegal, Strategic Transactions

Gelfand, Rennert and Feldman; New York (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

401(k)

Job summary

Focus Partners is seeking a dedicated paralegal to support our Legal Department across corporate transactions, document drafting, and post-closing deliverables. The role requires proactive, organized professionals who thrive in a fast-paced environment and seek growth within a transforming advisory firm.

Based in New York or St. Louis, the position offers a competitive base salary with a comprehensive benefits package, plus potential annual bonus and opportunities for professional development as

Qualifications

• Minimum of five years of relevant corporate/transactional paralegal experience.
• Strong understanding of corporate/transactional matters; investment adviser regs and/or corporate secretarial responsibilities preferred.
• Bachelor’s degree, paralegal certification, or equivalent professional experience.
• Exceptional organizational skills with ability to multitask and drive tasks to completion.
• Proficiency in Microsoft Office Suite and document management systems.

Responsibilities

• Provide critical support in all stages of corporate transactions, including drafting documents, project management, and coordinating closing and post-closing deliverables.
• Assist attorneys in drafting or preparing a variety of legal documents and agreements, including commercial contracts, governance documents, resolutions/written consents, meeting minutes, and NDAs.
• Organize, manage, and maintain legal documents within an electronic document management system, ensuring accessibility and accuracy.
• Assist with maintaining corporate records, including entity organizational charts and internal lists related to entity management, transactions, regulatory compliance, and other legal matters.
• Assist with corporate filings, including entity formations, annual reports, qualifications, dissolutions, DBA filings, name change amendments, and related matters.
• Utilize and leverage AI and assist in developing improvements to relevant processes and workflows.
• Support the Legal Department with various ad hoc legal tasks as needed.

Skills

Paralegal experience

Corporate/transactional matters

Microsoft Office Proficiency

Education

Bachelor’s degree or paralegal certification

Job description

Job Description Summary:

Focus is seeking a dedicated and detail-oriented professional to assist attorneys in our Legal Department across a diverse range of corporate, transactional and other matters. The ideal candidate is a proactive self-starter with a strong work ethic, exceptional organizational and time management skills, and sharp attention to detail. They should thrive in a dynamic and fast-paced environment, while demonstrating adaptability and a willingness to learn quickly. This is a unique opportunity to be part of a company experiencing significant transformation and growth, offering the potential for professional development and meaningful contributions.

This role can be based in St. Louis, MO or New York, NY.

Job Description:

Primary Responsibilities

• Provide critical support in all stages of corporate transactions, including drafting documents, project management, and coordinating closing and post-closing deliverables.
• Assist attorneys in drafting or preparing a variety of legal documents and agreements, including commercial contracts, governance documents, resolutions/written consents, meeting minutes, and non-disclosure agreements.
• Organize, manage, and maintain legal documents within an electronic document management system, ensuring accessibility and accuracy.
• Assist with maintaining corporate records, including entity organizational charts, as well as various internal lists and records related to entity management, transactions, regulatory compliance, and other legal matters.
• Assist with corporate filings, including entity formations, annual reports, qualifications, dissolutions, DBA filings, name change amendments, and other related matters.
• Utilize and leverage AI and assist in developing improvements to relevant processes and workflows.
• Support the Legal Department with various ad hoc legal tasks as needed.

Qualifications

• Minimum of five years of relevant corporate/transactional paralegal experience.
• Strong understanding of corporate/transactional matters is required. Understanding of investment adviser regulations and/or corporate secretarial responsibilities is preferred.
• Bachelor’s degree, paralegal certification, or equivalent professional experience.
• Exceptional organizational skills with the ability to work independently, manage multiple projects simultaneously, and drive tasks to completion with efficiency and precision.
• Proficiency in Microsoft Office Suite and document management systems, with the ability to quickly adapt to new technologies.
• Demonstrated ability to multitask, prioritize effectively, and excel in a fast-paced, high-pressure environment.

This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$130,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

#LI-MB1

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

The following language is for US based roles only

For California Applicants:Information on your California privacy rights can be found here

For Indiana Applicants:It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants:I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.