Wealth Enhancement Group · 3 hours ago
Paralegal| Corporate Law
Minneapolis, MN
Full-time
Remote
Mid, Senior Level
5+ years exp
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Responsibilities
Act as a primary point of communication between the Board of Directors and the executive management team.
Facilitate the dissemination of critical information to and from the Board.
Oversee the preparation, distribution, and presentation of materials for Board and Committee meetings.
Ensure agendas are aligned with strategic priorities and regulatory requirements.
Record accurate minutes of Board meetings and maintain confidentiality of all proceedings.
Maintain and update corporate records, including minutes, resolutions, and filings in compliance with legal and regulatory standards.
Oversee the maintenance of corporate ownership registries, including shareholdings and ownership transfers.
Maintain updated lists of corporate officers, directors, governors, and authorized signers.
Ensure that Board Committee charters are reviewed, updated, and compliant with relevant governance frameworks.
Monitor the composition of the Board and its committees to ensure compliance with legal and regulatory standards.
Oversee the timely filing of required legal documents, including legal entity registrations.
Stay informed of relevant laws and governance trends affecting corporate governance.
Collaborate with internal teams to ensure the maintenance of accurate corporate ownership data in support of KYC processes.
Qualification
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Required
Bachelor’s degree in business administration, Law, or a related field degree.
5+ years of experience in a corporate governance, corporate secretarial, or similar role, ideally within a financial services firm.
Strong knowledge of corporate governance, legal, and regulatory requirements for financial institutions.
Excellent organizational skills with attention to detail.
Strong written and verbal communication skills, with the ability to interact effectively with Board members and senior executives.
Ability to maintain confidentiality and handle sensitive information with integrity.
Proficiency with governance and record-keeping software tools.
Preferred
Familiarity with financial services industry regulations.
Experience in supporting KYC, AML, or other compliance-related processes.
Certification or membership with governance bodies such as ICSA (Institute of Chartered Secretaries and Administrators) is a plus.
Benefits
Training and professional development
Medical, dental and vision coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care and transit spending accounts
Wellness programs and resources
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability – employer paid
Employee assistance plan
Accident and critical illness
Pet insurance
Identity theft
Paid Time Off
12 paid holidays each year
Paid parental leave and paid caregiver leave
Tuition reimbursement
Company
Wealth Enhancement Group
Wealth Enhancement Group offers customized financial planning and investment management services.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity· undefined
Leadership Team
Kelly Windorski
Chief Financial Officer
Terri Kallsen
Chief Operating Officer
Recent News
2024-05-31
2024-05-04
Coverager - Insurance news and insights
2023-12-23
Company data provided by crunchbase
