Corporate Paralegal

Do you consider being detail-oriented, organized, and a great communicator some of your greatest skills?  Does working for a growing legal department with the opportunity for administrative and organizational control excite you?  If yes, we believe you would be an outstanding fit as a corporate paralegal in a brand new role on our growing in-house legal team.

As a Corporate Paralegal in our in-house legal department, you would be the primary support to a team of four attorneys, including the firm’s General Counsel. Your responsibilities would include:

• Supporting our lead M&A internal counsel in the firm’s M&A efforts, including:
  • conducting and reporting on due diligence, including participating in meetings to discuss findings
  • coordinating with various firm departments to carry out M&A transaction processes
  • reviewing certain M&A transaction documentation in conjunction with the firm’s internal and outside counsel
  • updating the firm’s books, records, and registrations resulting from M&A activity
  • tracking post-closing M&A obligations
• General administrative support on all of the firm’s legal matters, including maintaining and organizing the firm’s legal records and corporate organizational chart
• Supporting contract review, coordinating contract execution, and managing the firm’s contracts using AI-powered contract management software
• Completing forms and filing documents with legal information about the firm, including leading the application process and any updates for the firm’s commercial insurance program
• Carrying out filings related to the firm’s corporate entities and registrations
• Learning the firm’s service offerings and navigating its standard agreement forms
• Communicating with outside providers as needed, including with vendors, landlords, and outside legal counsel
• Working with the members of the legal team on day-to-day ad hoc tasks, special projects and new initiatives
• The position will be a combination of working remotely and in office (2-3 days per week)

Ideal Candidate Profile:

• Experience working as a corporate paralegal and understanding of basic legal concepts is required. 5+ years of experience and notary public licensing preferred.
• Proficient in Microsoft Word (e.g. formatting, track changes), Microsoft Excel, and Adobe.

• Experience as administrative support - your exceptional drive, organization, resourcefulness, and project management skills set you apart from your peers
• Team player who shows strong initiative, leaves their ego at the door and welcomes feedback with the goal of improvement

• Detail-oriented and conscientious with strong verbal and written communication skills and ability to exercise excellent judgment
• Attitude that no task is too small and comfortable working without heavy supervision

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.  Our culture allows us to deliver this mission.  We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills