Legal Assistant

4 weeks ago

New York, United States Phyton Talent Advisors Full time

Our client a growing Financial Services firm is seeking a Legal Assistant to join their growing team. The Legal Assistant will provide comprehensive support to the Legal Department, primarily focusing on corporate governance, contract management, regulatory compliance, and litigation response. Responsibilities will include preparing and maintaining legal documents, assisting with regulatory filings, and coordinating internal reports and presentations. This role involves organizing and maintaining legal records, responding to government and participant requests, and handling a variety of administrative tasks for the department.

Essential Functions:

- Assist in preparing and maintaining service and investment contracts, organizing documents, and updating internal databases with relevant agreements and amendments.

- Draft responses to compliance-related queries, including KYC/AML documentation and regulatory filings, and coordinate timely execution of contracts.

- Facilitate the review and response to legal requests, including subpoenas, domestic relations orders, and garnishments.

- Review legal documentation such as powers of attorney and estate-related documents, ensuring compliance with state laws.

- Manage and maintain vendor and service provider contracts, including periodic analysis reports.

- Support litigation processes by organizing case documents, coordinating information requests, and maintaining litigation records.

- Provide corporate governance support, including organizing materials for board meetings and maintaining secretarial records.

- Maintain organized electronic and paper records of legal filings, plan amendments, and related communications.

- Perform general administrative duties for the Legal Department, including preparing presentations and proofreading legal publications.

Education:

- Bachelor's degree required.

Experience:

- 2-3 years of relevant experience as a paralegal, legal assistant, or benefits professional in a large law firm, financial services firm, or pension administration.

- Proficiency in Microsoft Office and Adobe Acrobat, with experience in document management systems preferred.

Specialized Knowledge:

- Familiarity with the pension or financial services industry, and the ability to quickly learn related areas.

- Basic understanding of ERISA or a willingness to gain knowledge in this area.

Skills:

- Strong written communication skills with an ability to draft legal documents and correspondence.

- Ability to handle sensitive, confidential legal matters with professionalism.

- Demonstrated organizational skills with attention to detail and the ability to manage multiple priorities under deadlines.

- Proactive problem-solving skills with the ability to work independently and escalate matters as needed.

- Excellent interpersonal skills, with the ability to coordinate with external parties such as outside counsel, government agencies, and court personnel.

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