This role reports to the Manager of Paralegal Services.
Candidates are required to work on-site 3 days a week.
Responsibilities include:
- Prepare and update working group lists.
- Maintain and update forms of due diligence requests lists and diligence call agendas.
- Coordinate UCC, tax lien, judgment, litigation, and bankruptcy searches and prepare summary of results.
- Leveraging AI tools such as KIRA and Harvey to prepare diligence matrices for common corporate documents (e.g., customer and supplier agreements, lease agreements, etc.).
- Preparing “shell” disclosure schedules for sell-side transactions and lower middle-market, buy-side transactions.
- Prepare initial drafts of corporate organizational documents and coordinate filing where necessary.
- Draft stock certificates, stock ledgers, and capitalization tables for corporations.
- Coordinate preparation of secretary’s certificates and written consents.
- Manage U.S. state qualifications or registrations for foreign jurisdictions.
- Handle name reservations, amendments, merger documents, dissolutions, and foreign registration cancellations.
- Order good standing certificates and certified formation documents.
- Support transaction closings, including by leveraging iManage Closing Folders to prepare signature packets, final executed documents and client-facing closing binders.
- Coordinate notarization and apostillization of documents.
- Maintain company records notebooks.
- Assist in the tracking and managing of post-closing deadlines, including through the sending of calendar invites for key events.
- Maintain post-closing collateral requirements (e.g., stock certificates, deposit account control agreements).
- Draft release instructions for adjustment and indemnity escrow accounts and coordinating the execution of the same.
- Prepare and submit IRS SS-4 EIN applications.
- Prepare and submit SEC Form ID applications.
- Generate SEC EDGAR filing codes.
- Prepare and file SEC Form D and related blue sky filings.
- Prepare and file UCC financing statements, including collateral descriptions.
- Send documents for execution via DocuSign.
- Prepare signature packets and arrange execution.
- Compile executed documents and assemble exhibits.
- Other tasks and responsibilities as assigned.
Qualifications
- Comfortable and effective in client-facing situations, demonstrating strong communication and interpersonal skills to build and maintain professional relationships.
- Superior analytical and reasoning abilities.
- Strong written and verbal communication skills.
- Excellent organizational skills and strong attention to detail.
- Proactive and able to efficiently handle multiple projects and client matters simultaneously.
- Ability to work independently and as part of a team, with members across multiple offices in a fast-paced environment.
- Flexible and able to multi-task, balancing priorities and tight deadlines.
- Ability to work overtime as needed.
Experience
- Bachelor’s Degree required.
- 5+ years of relevant experience preferred.
- Paralegal certificate from an ABA-approved program preferred.
- Notary preferred.
