Paralegal - Corporate Law

November 19

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

Description

• Act as primary point of communication between the Board of Directors and executive management team • Oversee the preparation, distribution, and presentation of materials for Board and Committee meetings • Record accurate minutes of Board meetings and maintain confidentiality of all proceedings • Maintain and update corporate records, including minutes, resolutions, and filings • Oversee the maintenance of corporate ownership registries • Maintain updated lists of corporate officers, directors, governors, and authorized signers • Ensure that Board Committee charters are reviewed, updated, and compliant • Oversee the timely filing of required legal documents • Collaborate with internal teams to ensure accurate corporate ownership data

Requirements

• 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 • 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 • Ability to maintain confidentiality and handle sensitive information with integrity • Proficiency with governance and record-keeping software tools • 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 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