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Alevistar Legal Search · 2 weeks ago

Paralegal- Single Family Office (Investments/Fund Formation/Trusts/Estates)

Villanova, PA

Full-time

Hybrid

Senior Level

5+ years exp

Alevistar Legal Search is seeking a highly skilled Paralegal for a prominent Single Family Office in the Philadelphia suburbs. The role involves assisting the General Counsel and Investment Director with legal, investment, and operational matters, including corporate compliance and estate planning.

Recruiting

Hiring Manager

Brian Levinson

Responsibilities

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

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

Qualification

TrustEstate lawCorporate complianceInvestment documentationMicrosoft OfficeResearchAnalytical skillsAttention to detailTime managementInterpersonal skillsConfidentialityOrganizational abilitiesCommunication skills