Paralegal

3 weeks ago

Atlanta, United States Phaxis Full time

We are currently seeking an experienced Paralegal to join a reputable financial services firm.


Key Responsibilities:

  • Reviewing and marking up Non-Disclosure Agreements (NDAs), as well as maintaining an archive of NDAs.
  • Managing the Mergers and Acquisitions (M&A) folder on SharePoint, ensuring organized and accessible documentation.
  • Reviewing and marking up Sponsorship and Rental agreements as part of the Legal Center of Excellence (COE) activities.
  • Overseeing the project management of Contract Lifecycle Management (CLM) implementation, particularly utilizing CONGA.
  • Managing Section 16 filings, including Form 3 (initial statement of beneficial ownership), Form 4, and Form 5 filings.
  • Serving as the point of contact for attorneys and paralegals regarding Section 16 filings.
  • Learning and managing the Active Disclosure platform for filing management, ensuring billing and invoicing are up-to-date.
  • Training and reviewing filings created by paralegals
  • Collaborating on the preparation of bi-weekly reports, including scheduling meetings, taking notes, and coordinating with executives.
  • Assisting in the preparation and submission of rule filings and CFR kits/appeals.


Qualifications:

  • 3+ years of experience in legal operations, contract management, or related roles.
  • Familiarity with SharePoint, CLM systems, and SEC filing platforms.
  • Strong attention to detail and ability to manage multiple tasks effectively.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team environment.
  • Legal assistant or paralegal experience is a plus.

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