Senior Governance Paralegal

2 months ago


Seattle, United States Milliman Full time

Description POSITION SUMMARY: The Senior Governance Paralegal works with the Assistant Corporate Secretary and the Governance team of Milliman's Legal Department primarily related to corporate governance of Milliman's entity portfolio. Tasks will have direct visibility to C-Suite executive team and shareholders. The Governance Team is currently working on onboarding an entity management system and the new team member will play a key role in the firm-wide rollout. RESPONSIBILITIES: Lead annual compliance requirements and related governance processes for entities in EMEA, South America, and APAC to include: Draft and prepare entity governance documents such as but not limited to consents, resolutions, minutes, POAs, intercompany agreements, organizational charts and formation documents; officer and director onboarding and offboarding and processing other regulatory filings. Assist with annual general meetings and board meetings and prepare notices, materials, and/or agendas as needed. Review entity organizational documents and draft certificates certifying same. Respond to regulatory inquiries, audits and third-party requests for information. Detect, resolve, and prevent compliance deficiencies and regulatory risks. Evolve, maintain, and update compliance databases including Minute book maintenance. Timeline management and calendaring. Attend meetings related to entities. Participate in the implementation of an entity management system in addition to ongoing management of the database including organizing, reviewing, maintaining and auditing relevant records and processes on an annual basis. Create electronic files, spreadsheets, checklists, and overall database management for various processes. Correspond with vendors, local counsel and other third parties in furtherance of entity compliance. Act as liaison for internal stakeholders and coordinate information exchange to ensure timely completion of projects. This position will work closely with the Tax, Treasury and International Finance teams. Assist with shareholder lifecycle processes, including working with the Principal Nominations Review Committee to review shareholder nomination memoranda. Stay current on and monitor regulatory changes, new regulations and educate management and the Governance and Finance teams on new legal requirements and corporate best practices. Serve as a thought leader to improve and simplify processes, drive standardization and organization, and build scalable solutions. Lead projects to further improve the performance of the Governance team and overall company. Support audit requests and functions, including reporting summaries and tracking. Systematic storage, tracking, and destruction of business documents and records according to our Data Privacy policies. Limited expense report and billing tasks as related to the entities within purview. Other governance related activities, duties, or responsibilities as assigned. Read, create and interpret basic to moderately complex legal SKILLS & QUALIFICATIONS REQUIRED: Bachelor's degree The ideal candidate must have minimum of 7 years previous experience with corporate governance or corporate law either in-house environment or law firm experience. The ideal candidate must be proficient in Microsoft Office / 360 suite specifically Word, SharePoint, Excel, PowerPoint and Adobe Pro. The ideal candidate must have previous experience working with board of directors, senior management and cross-functional teams with the ability to effectively communicate and manage governance requirements. Must have excellent writing, proofreading, and editing Must have demonstrated ability to multi-task and be detail-oriented with strong organizational skills. Must have demonstrated ability to handle confidential and sensitive information.



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