Prominent Family Office in Midtown Manhattan seeks a paralegal who can also handle administrative responsibilities.

Position Summary

Perform a wide range of paralegal, administrative, and office support duties to facilitate the efficient operation of the Family Office. Report to General Counsel.

Essential Job Functions

Paralegal

Complete and distribute investment documents.
Manage KYC/AML requests.
Assist with documentation and operations related to the office’s private trust company
Manage and maintain document storage processes.
Perform legal and factual research.
Cross-check and validate information and prepare written reports.
Draft legal documents including articles of incorporation, partnerships and other entities.
Draft legal documents to establish business and family trusts.
Draft legal documents to dissolve corporations, partnerships, trusts and other entities.
Maintain corporate governance files for all family office entities.
Maintain family corporate consents and assist with filing proper documents.
Prepare operating agreements and written consents for new corporations and LLC’s.
Obtain proper signatures on legal documents.
Work closely with counsel on various legal documents related to the Family.

Administrative

Scan and save documents daily to network including but not limited to, bank statements, invoices, receipts and investment related documentation.
Open mail and distribute (if scanning unnecessary) following established protocols and standards.
Distribute confidential mail according to established protocols and standards (i.e.: Human Resources mail).
Schedule meetings both in-person and online and send meeting reminders as needed.
Prepare meeting packages and set-up meeting rooms as necessary.
Greet visitors and provide support, as necessary.
Assist team members with business travel reservations.
General clerical duties including photocopying, fax, scanning, shredding, etc.
Assist in obtaining approvals and signatures.
Run errands as required (i.e., bank, post office, and properties, etc.)
Prepare outgoing mail, USPS, UPS, FedEx and messenger, etc.
Print documents and find files for the team.
Serve as backup for daily wire process and fax wires.
Manage office supplies inventory.
Assist with the coordination/ordering and delivery of lunch, meals for team members and meetings.
Update shared calendars with Federal holidays, bank holidays, and company holidays.
Update shared Contacts.
Research and implement new organizational systems/processes.
Cross train with other employees for full coverage.
Provide back-up and support for other administrative assistants in the office.

Qualified candidates should have experience as a paralegal in a financial or family office setting and a willingness to take on general administrative responsibilities.

Salary 90 to 120k DOE

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Paralegal/Administrative Assistant- Family Office