Paralegal (Onboarding Manager) - Pacific or Mountain Time jobs in United States
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Passthrough · 18 hours ago

Paralegal (Onboarding Manager) - Pacific or Mountain Time

Passthrough is a company focused on simplifying investment in private markets, similar to how Robinhood streamlined public stock investments. The Paralegal (Onboarding Manager) will play a critical role in onboarding, training, and supporting clients, ensuring that the onboarding process is efficient and user-friendly for fund managers and their investors.

FinanceFinancial ServicesFinTechSoftware

Responsibilities

Identifying which questions in legal documents are applicable to individuals or to entities (and what the relevant logic is)
Understanding how to take that information and structure it into Passthrough’s software (don’t worry, we’ll teach you how)
Communicating with the team on what’s working and what isn’t in case we need to make tweaks to the software or clarify with the client
Ensuring that from logic to grammar to the ordering of questions that the final version is consumer-grade

Qualification

Legal experienceAttention to detailSelf-starterHelpfulFlexibility

Required

Self-starter and self-motivated to hit deadlines without micro management
Attention to detail
Flexibility to handle work
Helpful

Preferred

Prior legal experience in the alternative investment space (i.e. venture capital, private equity, hedge funds, etc) is a plus

Benefits

Passthrough stock options
Health, dental, and vision insurance
Annual health & wellness stipend
401k contribution program with matching
Life insurance
PTO & unlimited sick leave
Parental leave

Company

Passthrough

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Passthrough develops a fund workflow automation platform that makes it easy to distribute subscription agreements to investors.

Funding

Current Stage
Early Stage
Total Funding
$15M
Key Investors
Positive Sum
2023-02-01Series A· $10M
2022-02-15Seed· $5M
2021-07-21Seed

Leadership Team

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Tim Flannery
Co-Founder & CEO
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Ariana Yousafzai
Strategic Partnerships
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Company data provided by crunchbase