Sr. Paralegal – Mutual Funds

Description

The Sr. Paralegal – Mutual Funds is responsible for evaluating, monitoring, and resolving issues in connection with providing legal administrative services to client(s) assigned, including : disclosure / registration services, corporate secretarial / governance services and other regulatory or legal support required. This is a hybrid position located in our Boston, MA office.

What you will do :

Disclosure / Registration

• Coordinate the preparation of regulatory filings for mutual funds assigned
• Develop a full understanding of the funds assigned and the regulatory framework involved
• Draft / edit various disclosure documents required for assigned funds, including prospectuses (using Prospectus Builder web-based program), SAIs, supplements, proxy and information statements, 24f-2s and Part C
• Review various disclosure documents required for assigned funds, including shareholder reports and N-CENs
• Identify, research and recommend solutions for issues raised in preparing / reviewing disclosure documents including comments from reviewers
• Coordinate with publishing and / or designated printer for filing documents using EDGAR system as required
• Develop, maintain and monitor tickler files and calendars to coordinate workflow and adhere to project timelines, due dates and regulatory deadlines

Corporate Secretarial / Governance

Other

What you will bring :

Who we are : We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs