Financial Services Paralegal Professional

6 days ago


New York, New York, United States SourcePro Search, LLC Full time

**Company Overview:**

SourcePro Search, LLC is a leading search firm specializing in placing legal professionals across various industries.

About the Role:

We are seeking an experienced Corporate Paralegal to join our Asset Management group in New York. The ideal candidate will have prior experience working with financial services or corporate law firms.

Job Summary:

  • Maintain accurate records of investor data and perform reconciliation tasks using Microsoft Excel.
  • Prepare subscription agreements for credit facilities and track progress through attorney review.
  • Communicate directly with asset management clients on a daily basis, including onboarding, sales, and legal teams.
  • Assist with document retrieval and manage a wide range of projects and deliverables.
  • Coordinate investor documents among Asset Management attorneys in multiple offices.

What You'll Bring:

  • Bachelor's degree required.
  • Prior paralegal experience in financial services or corporate law is highly desirable.
  • Organizational experience with database management or computer software is a plus.
  • High proficiency with Microsoft Office, particularly Excel, is strongly preferred.

Compensation and Benefits:

We offer a competitive salary of approximately $70,000 - $80,000 per year, depending on experience, as well as comprehensive benefits and opportunities for career growth.

Additional Information:

The selected candidate will be required to work effectively with all levels of partners, attorneys, and staff, maintaining confidentiality and possessing strong organizational, interpersonal, and communication skills.



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