Senior Paralegal, Legal Entity Management

Jobtailor; Pennsylvania; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a Paralegal to support corporate governance for a financial services client in the United States. You will manage board activities, maintain records, and assist with regulatory projects across regions.

The role requires paralegal qualifications and 4–5 years of experience, with strong communication, attention to detail, and proficiency in Excel. Experience with LP transfers and Blueprint software is a plus.

Qualifications

• Paralegal qualification required.
• 4–5 years of experience as a paralegal.
• Experience in LP transfers.
• Experience in the financial services sector.
• Knowledge of the US regulatory environment.
• Excellent attention to detail.
• Regular client-facing experience.
• Good commercial awareness, working directly with business managers.
• Strong written and verbal communication and presentation skills.
• Strong working knowledge of Microsoft Excel.
• Familiarity with Blueprint Company Secretarial Software (desired).

Responsibilities

• Organize board and board committee meetings.
• Collate board materials.
• Attend meetings and take minutes.
• Monitor action items.
• Promote and drive consistent standards of legal entity governance and oversight.
• Provide directors, senior management, and legal entities with support and training across corporate governance matters.
• Assist with regulatory and governance projects locally, regionally, and globally.
• Maintain corporate records and certifications.
• Support procedures and record retention related to governance.
• Oversee Blueprint to ensure data is maintained for regulatory reporting.
• Create and maintain investment structure charts for governance support.
• Provide regular legal entity reporting and analysis to senior management.
• Handle Compliance, KYC, and AML requests.

Skills

Corporate Governance

Legal Entity Management

Regulatory Reporting

Compliance

KYC

AML

Attention to Detail

Data Analysis

Record Retention

Board Meeting Coordination

Strong Written Communication

Strong Verbal Communication

Presentation Skills

Client-Facing Experience

Commercial Awareness

Education

Paralegal qualification

Tools

Microsoft Excel

Blueprint Company Secretarial Software

Job description

• Organize board and board committee meetings


• Collate board materials


• Attend meetings and take minutes


• Monitor action items


• Promote and drive consistent standards of legal entity governance and oversight in accordance with internal client models and standards


• Provide directors, senior management, and legal entities with support and training across corporate governance matters, including relevant laws, regulations, governance practices, and legal entity management


• Assist with local, regional, and global regulatory and governance projects


• Maintain corporate records and certifications


• Support application of corporate procedures and record retention related to governance matters and internal procedures


• Oversee Blueprint to ensure data is maintained by all users for regulatory reporting


• Create and maintain investment structure charts for company secretarial and regulatory support


• Provide regular legal entity reporting and analysis to senior management on entity population


• Handle Compliance, KYC, and AML requests

Requirements

• Paralegal qualification


• A minimum of 4-5 years experience as a Paralegal


• Experience in LP Transfers


• Experience working within the financial services sector


• Knowledge of US regulatory environment


• Excellent attention to detail


• Regular client-facing experience


• Good commercial awareness, working directly with business managers


• Strong written and verbal communication and presentation skills


• Strong working knowledge of Microsoft Office, particularly Excel


• Familiarity with Blueprint Company Secretarial Software (desired)

Core Competencies

Demonstrates expertise in corporate governance, legal entity management, and regulatory compliance within the financial services sector. Proficient in managing board activities, maintaining corporate records, and providing support on governance matters.

Highest-signal resume keywords

• Paralegal Qualification


• Experience in LP Transfers


• Knowledge of US Regulatory Environment


• Strong Working Knowledge of Microsoft Office


• Familiarity with Blueprint Company Secretarial Software

Hard Skills

• Corporate Governance


• Legal Entity Management


• Regulatory Reporting


• Compliance


• KYC


• AML


• Attention to Detail


• Data Analysis


• Record Retention


• Board Meeting Coordination

Soft Skills

• Strong Written Communication


• Strong Verbal Communication


• Presentation Skills


• Client-Facing Experience


• Commercial Awareness

Certifications & Qualifications

• Paralegal Qualification

Industry Keywords

• Financial Services


• Regulatory Environment


• Corporate Procedures


• Governance Practices


• Entity Population Analysis

Tools & Technologies

• Microsoft Excel


• Blueprint Company Secretarial Software