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Fund Formation Case Assistant (Law Firm Experience)

Fund Formation Case Assistant (Law Firm Experience)

SourcePro Search, LLCSanta Rosa, CA, US
11 days ago
Job type
  • Full-time
Job description

Job Description

SourcePro Search is conducting a search for a Fund Formation Case Assistant with experience supporting emerging company and venture fund matters. The role requires billing a minimum of 1,600 hours annually.

The ideal candidate will provide paralegal support to attorneys and paralegals and perform administrative duties as assigned.

What You'll Do :

  • Assist with emerging company and venture fund work including :
  • Preparation and maintenance of organizational documents
  • Preparation of partnership and limited liability company agreements
  • Preparation of side letters, transfer agreements, admission agreements and other amendments
  • Conducting investor suitability due diligence
  • Assist with research of Federal and State securities regulations in connection with fund formations
  • Assist with the preparation and filing of requisite notices
  • Assist with due diligence review of documents and with the preparation of opinions and backup in connection with fund formation
  • Assist with SEC compliance reporting on behalf of venture fund clients with respect to their public company stock portfolios
  • Bill a minimum of 1600 hours annually
  • Turn in time sheets, e-timelogs and fulfill other administrative duties in a timely fashion
  • All other duties as assigned or required

What You'll Bring :

  • Bachelor’s Degree
  • Paralegal Certificate
  • Available to work overtime, as required
  • After orientation, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
  • Ability to work independently and as part of a team in a fast-paced environment for multiple supervisors, meet deadlines and maintain flexibility with work assignments (including changes in attorney / paralegal assignments) and work schedules
  • Ability to organize and prioritize work assignments as well as delegate tasks to service departments when necessary
  • Possess excellent written, communication and proofreading skills with attention to detail
  • Ability to work well with others, including clients
  • Ability to work well under pressure
  • Must demonstrate initiative, diplomacy and tact
  • Reliable, committed and punctual
  • Create a job alert for this search

    Assistant Law Firm • Santa Rosa, CA, US

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