Paralegal- Investments/Fund Formation/Trusts/Estates)
4 days ago
Villanova
Alevistar Legal Search has been retained by a prominent Single family office in the Philadelphia suburbs. We are seeking a highly skilled Paralegal to primarily assist the General Counsel, Investment Director, and the family office operations team in handling legal, investment and operational matters related to family office business, including family support, investments, and estate planning. Key responsibilities include: • Corporate and Investment Support:, • Review and revise legal investment documents, such as direct deal/shareholder documents, private fund subscription agreements, investor questionnaires, limited partnership agreements, and side letters., • Document and track key contractual and compliance dates., • Track and monitor investor/shareholder rights for direct investments., • Facilitate execution of signatures and documents via DocuSign; assist in maintaining full set of final and executed legal documents., • Data entry and tracking for private fund investments such as market values, capital calls, distributions, and other necessary inputs, • Open bank accounts, obtain EINs, and prepare related documentation., • Ongoing reporting reconciliation. • Create and maintain shared portal and data-room credentials. • Create and form entities, maintain entity database, and corporate books and records., • Corporate compliance, including formation filings, annual reports and consents, etc. Prepare necessary certificates of designation, resolutions and consents., • Coordinate with outside investment service providers and professionals., • Trust and Estate Administration:, • Maintain trust database and trust books and records., • Prepare estate planning documents related to wills, trusts, distributions, and powers of attorney, powers of appointment, etc., • Manage trust accounts, including preparing documentation for banks and custodians, recordkeeping and documenting distributions to beneficiaries., • Coordinate with outside counsel, financial advisors and other professionals involved in estate planning., • Other tasks as assigned by the General Counsel. Skills and qualifications for this role: • Bachelor’s degree in Economics, Finance, Business or similar preferred with paralegal certificate., • Minimum 5 years experience as family office, investment/corporate and/or trusts & estates paralegal, • Excellent attention to detail and proofreading skills, • Microsoft Office (Word, Excel, Outlook) proficiency, • Ability to Maintain Strict Confidentiality, • Ability to Manage Time and Tasks Effectively, • Solid Interpersonal Skills, • Strong understanding of corporate law, including corporate compliance, trust and partnership structures and investment vehicles., • Knowledge of estate planning and probate law, • Familiarity with financial statements and investment analysis • Excellent research and analytical skills, • Detail-oriented with strong organizational abilities, • Excellent communication and interpersonal skills to interact with family office clients, attorneys, and other professionals. Wonderful company to work for offering a HIGHLY competitive compensation package, including excellent benefits, as well as a fantastic work (hybrid) environment. If interested in this exciting opportunity, please email resume to for immediate
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