Paralegal - Asset Management

You will be required to:

• Perform research on various legal matters relevant to the family office, including estate planning, trust administration, tax laws, real estate transactions, and regulatory compliance.
• Analyze and summarize legal documents, statutes, and regulations for attorney review.
• Collaborate with the investment team to support the legal aspects of investment and asset management activities.
• Assist with due diligence on potential investments, review and summarize investment agreements, and coordinate the execution and filing of investment-related documents.
• Prepare, review, and revise legal documents, contracts, and agreements, such as confidentiality agreements, employment contracts, and vendor agreements.
• Assist with contract negotiations and track contract status, deadlines, and renewals.
• Maintain a contract management system to organize and manage legal documents.
• Ensure compliance with applicable laws, regulations, and reporting requirements.
• Assist the Head of Department in preparing and filing regulatory reports, including tax filings, SEC filings, and compliance documentation.
• Assist in document management, discovery requests, and trial preparation.
• Coordinate with internal teams and external counsel to gather information and facilitate legal proceedings.
• Manage legal department administrative tasks, including maintaining legal files, calendars, and databases.
• Handle legal correspondence and facilitate communication between the legal team and internal stakeholders. 

• Minimum 3 years' prior working experience as an paralegal / legal secretary, preferably in areas in terms of litigation, legal documentation management (i.e.: drafting / preparation)
• Prior experience working in an asset management firm, financial services firm, or family office
• Diploma or Degree in a legal qualification