Cardea Group · 17 hours ago
Legal Assistant
NYC Metro Area
Full-time
Hybrid
Entry Level
$125K/yr - $175K/yr
2+ years expCardea Group is a family office seeking a driven Legal Assistant to join their legal team. The role focuses on governance and compliance of the family's trust and other structures, providing a unique opportunity for mentorship and career growth.
Asset ManagementConstructionFinancial ServicesProfessional Services
Responsibilities
Supporting the Legal Director in various daily responsibilities spanning the entire range of functions within the legal group
Assisting the Legal Director in organizing and managing all legal documents, including structure charts, trust indentures, corporate governance documents, and records
Collaborating with the investment team to establish and implement protocols and procedures for assessing potential investments
Drafting investment and distribution memoranda, overseeing the KYC/AML process for trusts and individual family members, and reviewing governance of family entities and associated record-keeping
Managing and coordinating with all other advisors for principals, such as lawyers, auditors, and tax advisors
Supporting the Legal Director with any ad hoc projects, which may include tasks related to estate planning
Qualification
Required
At least 2 years of related paralegal, legal assistant, or corporate governance experience required
Experience in a family office is not necessary, but a commitment to working in a small team environment is essential
Adaptable, proactive, capable of independent work with minimal supervision, and quick to learn
Eagerness to learn is key
Ability to work across multiple detailed projects and collaborate effectively with senior colleagues critical
Company
Cardea Group
Cardea Group is an Asset Management company.
2-10 employees
Funding
Current Stage
Early StageRecent News
2022-07-30
Company data provided by crunchbase