Paralegal, Assistant Vice President jobs in United States
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State Street · 20 hours ago

Paralegal, Assistant Vice President

State Street is a global leader in financial services, and they are seeking a Paralegal, Assistant Vice President to support their Institutional Services function. This role involves collaborating with legal teams, preparing materials for Board meetings, managing compliance, and training junior staff while ensuring high-quality client service.

BankingFinanceFinancial Services

Responsibilities

Maintains up-to-date knowledge of legal developments
Prepares materials for Board meetings—including agendas, memoranda, resolutions, draft minutes, and regulatory updates—and ensures timely distribution of Board packages to members and relevant parties in advance of meetings
Drafts Board meeting minutes and resolutions for review by senior attorneys
Prepares SEC filings, including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX, and Form N-CSR
Manages compliance with corporate filing calendars and recurring Board agendas
Coordinates with clients, outside counsel, State Street Fund Administration, and other fund service providers concerning fund-related matters
Oversees special projects with clearly defined objectives and issues
Assists in developing training programs for paralegal staff
Acts as a resource for paralegals regarding legal, administrative, or operational queries
Gains familiarity with each client’s distinct service requirements to ensure delivery of quality service
Reviews current processes and collaborates with senior attorneys to implement revisions in response to regulatory changes or to improve efficiencies

Qualification

Paralegal experienceFinancial services knowledgeLegal administrationSEC filings preparationBoard meeting preparationTraining developmentCommunication skillsTime managementOrganizational skillsProblem-solving

Required

Bachelor's degree
At least six years of paralegal or related management experience, mainly in financial services
Strong knowledge of daily legal administration for mutual fund clients and the 1940 Act
Ability to work independently
Ability to train junior staff
Maintains up-to-date knowledge of legal developments
Prepares materials for Board meetings—including agendas, memoranda, resolutions, draft minutes, and regulatory updates
Ensures timely distribution of Board packages to members and relevant parties in advance of meetings
Drafts Board meeting minutes and resolutions for review by senior attorneys
Prepares SEC filings, including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX, and Form N-CSR
Manages compliance with corporate filing calendars and recurring Board agendas
Coordinates with clients, outside counsel, State Street Fund Administration, and other fund service providers concerning fund-related matters
Oversees special projects with clearly defined objectives and issues
Assists in developing training programs for paralegal staff
Acts as a resource for paralegals regarding legal, administrative, or operational queries
Gains familiarity with each client's distinct service requirements to ensure delivery of quality service
Reviews current processes and collaborates with senior attorneys to implement revisions in response to regulatory changes or to improve efficiencies
Exhibits a high degree of integrity and professionalism
Demonstrates strong written and verbal communication skills
Collaborates collegially and respectfully with department colleagues
Possesses effective time management abilities
Capably manages multiple tasks and priorities concurrently
Identifies and utilizes available resources efficiently
Operates effectively with minimal supervision from senior attorneys
Maintains comprehensive knowledge of pertinent statutes and regulations, as well as expertise in day-to-day legal administration
Displays exceptional organizational skills
Resolves issues impacting the prompt delivery of high-quality services to clients, seeking attorney assistance when necessary

Benefits

Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks that keep you connected to what matters most

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Company data provided by crunchbase