Corporate Paralegal - Financial Services

Description

IQ Ventures is seeking a Paralegal with corporate experience in financial services, banking, or other regulated industries. The position will support our General Counsel focusing more on corporate and banking aspects of the companies’ business, litigation paralegal work will be sporadic and limited. IQ Ventures is an established, profitable technology and financial services company serving clients nationwide.

Responsibilities:

• Assist with corporate governance activities, including maintenance of books and records for corporate secretarial function such as Board and Committee minutes, corporate resolutions, shareholder notices, and D&O questionnaire coordination.
• Legal and Loan documentation quality control and management, including proofreading, database management and version control.
• Support legal aspects of Bank and Lender partner operational and transactional requests, assisting with program documents, coordinating, and assisting with process management, obtaining required signatures, assisting with post-launch integration and administration, and any other special projects.
• Work with the General Counsel as well as other company functional departments on special projects and initiatives.
• Collaborate with cross-functional teams, including Compliance, IT, Collections, Investor Relations, and outside companies and partners.
• Support litigation, including management of discovery processes
• Improve loan and contract document management and other systems and processes to increase efficiency, support scalability, and ensure quality.
• Litigation and Regulatory Examinations: Compile, review, and organize information, materials, documents, reports, and evidence; Conduct routine and specific legal and factual information research and data compilation.
• Drafts routine correspondence, memoranda and reports from verbal direction or knowledge of company's policies, procedures, and functions. Initiates responses to correspondence for senior executive or own signature.
• Acts as point person for both internal and external contacts with little to no supervision; projects a highly professional image that creates the first impression for clients and other third parties who interact with BridgeFi.
• Assumes responsibility to ensure executives meet commitments and deadlines; confirms that materials requested from others are received and requested actions are completed
• Organizes and prioritizes large volumes of highly confidential correspondence, memos, emails, phone calls, etc.; determines what information can be answered directly, requires immediate attention of executives, or should be directed to another party within the organization.
• Proactively prepares correspondence, reports, presentations, etc. to support both internal and external initiatives.
• Assumes delegation of authority on matters of significance and evaluates current processes and recommends improvements to enhance efficiency and effectiveness.
• Prepares presentations and other needed materials for Board of Directors meetings. Works independently to execute assignments on behalf of executive(s).
• Participates in the development and implementation of policies and practices for the organization. Communicates directives and information from the executives to managers and others in the organization.
• Monitors calendars, arranges business travel, coordinates meeting agendas and arrangements, and tracks expenses.
• Perform other duties as assigned.

Requirements

Knowledge, Skills and Experience:

• Associate’s or bachelor's degree plus 3+ years of paralegal experience in a top-tier law firm or in-house at a corporation, bank, insurance company or financial services company.
• Paralegal certificate from an ABA program strongly preferred.
• A strong background in general corporate practice, with experience in banking, consumer finance or other regulated industries preferred.
• Excellent communication, analytical, organizational, project management, and interpersonal skills.
• Ability to carefully proofread and pay close attention to detail.
• A self-starter mentality with the ability to work well under pressure, thrive working under limited direction, and an attitude that no job is too challenging or too small.
• Ability to provide solutions to a variety of issues of varied scope and complexity and to prioritize and balance multiple tasks in a fast-paced, constantly changing environment.
• Comfortable working with new technology systems and experience in Microsoft Word, Excel, PowerPoint, SharePoint, Slack, Zoom and other productivity applications.
• Notary certification (or willingness to obtain) is a plus.
• Ability to effectively communicate with all levels of employees; make d