Talent.com
Paralegal (Investor Relations Support)

Paralegal (Investor Relations Support)

Vaco by HighspringLaguna Woods, California, United States
30+ days ago
Job type
  • Full-time
Job description

Position : Paralegal – Investor Relations Support (On-site, temp to hire)

We are seeking a Paralegal with experience in investor relations to support legal and investor-facing functions. This role requires a detail-oriented, proactive professional who can handle sensitive information, work cross-functionally with legal, compliance, and investor relations teams, and contribute to a high level of client service.

Responsibilities :

Review, organize, and maintain subscription agreements, investor forms, and related legal documentation

Manage CRM records for client onboarding, fundraising campaigns, and distribution of investor materials

Collaborate with accounting and investment teams to prepare and distribute legal and investor correspondence, including capital calls, distribution notices, tax documents, quarterly reports, and annual disclosures

Draft and review standard investor communications to ensure legal accuracy and compliance

Respond to and track investor, custodian, and wealth manager requests in coordination with legal and investor relations staff

Maintain up-to-date marketing and disclosure materials, ensuring compliance with applicable laws and regulations

Oversee execution and secure electronic storage of legal agreements and corporate records

Work closely with internal and external compliance teams to ensure investor communications meet regulatory requirements

Assist in planning and coordinating investor events, including scheduling, invitations, materials, and follow-up correspondence

Maintain and troubleshoot the investor portal, ensuring accuracy and ease of use for clients

Competencies :

Strong organizational skills with a focus on process and accuracy

Excellent oral and written communication abilities

Sound judgment and ability to handle confidential information with discretion

Ability to manage multiple priorities and meet deadlines under pressure

Proactive problem-solver with strong time management skills

Collaborative mindset, comfortable working across legal, compliance, and client-facing teams

Qualifications :

Bachelor’s degree required; paralegal certificate preferred

2–4 years of experience as a paralegal in an investment management, asset management, wealth management, or financial services environment

Familiarity with investor relations processes, legal documentation, and compliance requirements

Proficiency in Microsoft Office and CRM systems

Flexible and committed to meeting business needs, including occasional extended hours

Determining compensation for this role (and others) at Vaco / Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco / Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .

  • Virginia residents may access our state specific policies here .
  • Residents of all other states may access our policies here .
  • Canadian residents may access our policies in English here and in French here .
  • Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to :

  • the individual’s skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.
  • With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

    Create a job alert for this search

    Paralegal • Laguna Woods, California, United States

    Related jobs
    • Promoted
    Investor Relations Paralegal / Operations (Private Equity, Real Estate)

    Investor Relations Paralegal / Operations (Private Equity, Real Estate)

    JobotPasadena, CA, US
    Full-time
    Intimate Private Equity firm with 1+ billion of real estate assets and long tenures is seeking an Investor Relations-focused Corporate Paralegal to join the team!. This Jobot Job is hosted by : Monic...Show moreLast updated: 28 days ago
    • Promoted
    Paralegal

    Paralegal

    Aspire General Insurance CompanyRancho Cucamonga, CA, US
    Full-time
    Aspire General Insurance Company and its affiliated general agent, Aspire General Insurance Services, are on a mission to deliver affordable specialty auto coverage to drivers without compromising ...Show moreLast updated: 7 days ago
    • Promoted
    Asset Management Paralegal

    Asset Management Paralegal

    Shin Yen Retail Property ManagementChino, CA, US
    Full-time
    Asset Management Paralegal - Commercial Real Estate - Job Description .Shin Yen Retail Property Management is a premier commercial real estate company with a diverse portfolio of shopping cent...Show moreLast updated: 25 days ago
    Senior Paralegal

    Senior Paralegal

    AGSIIrvine, CA, California, USA
    Full-time
    Job Title : Senior Paralegal Pay : $32-$42 / hr Reports to : Founder ...Show moreLast updated: 1 day ago
    • Promoted
    Paralegal

    Paralegal

    VISTAS LAW GROUP LLPOntario, CA, US
    Full-time
    Elevate Your Legal Career at Vistas Law Group, LLP A Boutique Firm with Heart.Are you seeking a break from the relentless demands of big firm life?. Ontario, California, offers the refreshing change...Show moreLast updated: 30+ days ago
    • Promoted
    Paralegal

    Paralegal

    TaxRiseIrvine, CA, US
    Full-time
    At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping ...Show moreLast updated: 5 days ago
    • Promoted
    Senior Paralegal

    Senior Paralegal

    ReMarkable CareerIrvine, CA, US
    Full-time
    Senior Paralegal – Family Law Client.Our client is a values-driven family law firm built on a foundation of integrity, empathy, and empowerment. They take a client-centered approach to legal r...Show moreLast updated: 10 days ago
    • Promoted
    Paralegal with Construction Defect Experience

    Paralegal with Construction Defect Experience

    Less Temps LLCNewport Beach, CA, US
    Full-time
    We are seeking a Construction Defect - Paralegal to become a part of our team! You will provide overall support to attorneys' business needs. Conduct research to support legal proceedings.Assist...Show moreLast updated: 30+ days ago
    • Promoted
    Paralegal

    Paralegal

    Talley llpOrange, CA, US
    Full-time
    Orange, CA (FT-Hybrid : 3 days onsite, 2 days remote).Legal Department Lead – Tax & Legal.Talley Law Group (TLG) seeks a highly organized, tech-savvy Paralegal to support multiple attorney...Show moreLast updated: 3 days ago
    • Promoted
    Paralegal - Wage & Hour Class Action (Irvine)

    Paralegal - Wage & Hour Class Action (Irvine)

    Wilshire Law FirmIrvine, CA, US
    Full-time
    Paralegal - Wage & Hour Class Action.Wilshire Law Firm is a distinguished, award-winning legal practice with over 18 years of experience, specializing in Personal Injury, Employee Rights, and C...Show moreLast updated: 30+ days ago
    • Promoted
    Contracts Paralegal

    Contracts Paralegal

    AA2ITOntario, CA, US
    Full-time
    Overview of Work Environment / Client Nuances : .Reporting to a manager, working with broker team.Day to day tasks | Key Responsibilities. Draft, review, and manage real estate documents, including purc...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Product Liability Paralegal (Irvine)

    Product Liability Paralegal (Irvine)

    MG+M The Law FirmIrvine, CA, US
    Full-time
    MG+M The Law Firm is currently hiring experienced Defense Litigation Paralegals to join our Product Liability practice group at our Irvine, California office. MG+M is a nationally renowned litigatio...Show moreLast updated: 12 hours ago
    IP Paralegal

    IP Paralegal

    TekskyPasadena, CA, United States
    Full-time
    Quick Apply
    Ideal candidate will have prior applicable patent prosecution experience.Other qualifications for PL include, but not limited to : • • Four year degree and PL training / certificat...Show moreLast updated: 5 days ago
    Minors Compromise Paralegal

    Minors Compromise Paralegal

    Macdonald & Cody, LLPIrvine, California, United States
    Full-time
    Quick Apply
    Macdonald & Cody, LLP is an insurance defense litigation firm specializing in personal injury and catastrophic injury claims. We are looking to add a Minor's Compromise Paralegal to our growing ...Show moreLast updated: 30+ days ago
    • Promoted
    Litigation Paralegal (Irvine)

    Litigation Paralegal (Irvine)

    Wilshire Law FirmIrvine, CA, US
    Full-time
    Wilshire Law Firm is a distinguished, award-winning legal practice with over 18 years of experience, specializing in Personal Injury, Employee Rights, and Consumer Class Action lawsuits.We are dedi...Show moreLast updated: 30+ days ago
    • Promoted
    Litigation Paralegal

    Litigation Paralegal

    Lobello Lamb Lewis & Riley LLPSan Dimas, CA, US
    Full-time
    We are seeking a Litigation Paralegal to become a part of our team! You will provide overall support to attorneys' business needs. Conduct research to support legal proceedings.Assist with the d...Show moreLast updated: 30+ days ago
    • Promoted
    Judicial Foreclosure Paralegal

    Judicial Foreclosure Paralegal

    Malcolm & CisnerosIrvine, CA, US
    Full-time
    Mid-sized Law Firm seeks an experienced Judicial Foreclosure Paralegal to support the Department with the prosecution of judicial foreclosure cases including case onboarding, drafting of pleadings,...Show moreLast updated: 30+ days ago
    • Promoted
    Litigation Paralegal

    Litigation Paralegal

    Helton Law Group, APCCosta Mesa, CA, US
    Full-time
    Helton is a boutique healthcare firm that represents world class hospitals and health systems.The legal department at Helton is active, busy and making a difference. Our lawyers are responsible for ...Show moreLast updated: 30+ days ago