Paralegal & Legal Assistant

Skyview Group ("Skyview") is an employee-owned professional services firm that supports clients in investment management, banking & capital markets. This position would support NexBank, part of NexBank Capital, Inc., a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. NexBank's clients include large corporations, real estate investors, middle-market companies, small businesses, and banks as well as some of the largest intstitutional clients in the capital markets. The company's divisions provide commercial banking, mortgage banking, investment banking and corporate advisory services to clients throughout the U.S.

Position Overview

NexBank is seeking an experienced and detail-oriented Paralegal to provide comprehensive administrative and governance support to the Chief Administrative Officer and Secretary of our banking institution. This role focuses on managing relationships with outsourced legal teams, supporting corporate governance functions, and ensuring efficient operations across various administrative operations initiatives.

Key Responsibilities

Legal Team Coordination & Management

• Serve as primary liaison between internal stakeholders and outsourced legal counsel
• Ensure proper tracking of legal matters, budgets, and billing across multiple vendor relationships

Corporate Governance Support

• Draft, review, and maintain corporate resolutions, bylaws, and governance documents in coordination with outside legal counsel.
• Assist Executive Assistant in coordinating board meeting logistics, including scheduling, notice preparation, and document collection and distribution
• Maintain corporate records to fulfill regulatory documentation requests
• Support annual shareholder meetings and proxy preparation processes

Entity Management

• Maintain accurate records for all corporate entities, affiliates and subsidiaries
• Coordinate entity formations, dissolutions, and structural changes with outside counsel
• Ensure timely filing of annual reports, franchise taxes, and registered agent updates
• Manage corporate seal, stock certificates, and other official documentation
• Maintain stock register and accurate stockholder information
• Track entity corporate governance compliance requirements across multiple jurisdictions

Counterparty Relations & Due Diligence

• Respond to counterparty due diligence requests in a timely and organized manner
• Maintain comprehensive due diligence databases and virtual data rooms
• Prepare standardized disclosure packages and supporting documentation
• Coordinate with various departments to gather required information

Meeting Support & Documentation

• Prepare agendas, minutes, and follow-up action items for various meetings
• Transcribe and distribute meeting minutes accurately and promptly

Policy & Procedure Management

• Draft, update, and maintain census' and repositories for corporate policies and procedures ensuring accessibility across the organization
• Coordinate policy review cycles with relevant stakeholders
• Track policy approval workflows and implementation timelines

General Administrative Support

• Manage document repositories, filing systems, and databases
• Conduct research and compile findings for review
• Coordinate regulatory examinations and audit support as requested

Requirements:

Education & Certification

• Associate's degree in Paralegal Studies, Legal Studies, or related field
• Paralegal certification from an ABA-approved program preferred
• Bachelor's degree in Business Administration, Finance, or related field a plus

Experience

• Minimum 3-5 years of paralegal experience, preferably in banking, financial services, or corporate law
• Demonstrated experience with corporate governance and entity management
• Experience managing external legal counsel relationships
• Background in regulatory compliance and documentation management

Technical Skills

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with document management systems and virtual data rooms
• Familiarity with corporate governance software and entity management platforms
• Strong research skills using legal databases (Westlaw, LexisNexis, etc.)
• Knowledge of electronic filing systems for corporate documents

Core Competencies

• A proactive approach to challenges, consistently thinking creatively and outside the box
• Operates with a strong sense of urgency and intentionality to drive results and deliver solutions efficiently while handling multiple priorities and meet tight deadlines
• Exceptional attention to detail and accuracy
• Strong written and verbal communication skills
• Discretion in handling confidential and sensitive information
• Professional demeanor and strong interpersonal skills

Preferred Qualifications

• Experience in the banking or financial services industry
• Knowledge of banking regulations and compliance requirements
• Familiarity with securities law and public company requirements
• Experience with merger and acquisition transactions

Compensation and Benefits

Skyview offers a competitive base salary and discretionary bonus based on performance. Skyview has an industry leading health insurance plan with no premiums or deductibles. Skyview's talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm's work in the professional services sector. Skyview is an Equal Opportunity Employer.