JOB SUMMARY:
Provides comprehensive paralegal assistance to partners and attorneys primarily in the form of document preparation, coordination, production, distribution and legal research, with limited supervision, throughout all phases of the private equity cycle. Will have direct client contact and ownership of specified companies, making this a varied and much valued role.
ESSENTIAL FUNCTIONS:
- Provide paralegal support to partners, associates, senior legal assistants across the private equity department
- Conduct Companies House searches
- Analyse constitutional documents
- Draft and file Companies House forms
- Draft ancillary documents e.g. board minutes, director resignation letters, stock transfer forms
- Prepare statutory declarations
- Edit documents e.g. loan note registers, subscription documents, share certificates
- Proofread documents for sense, consistency, cross references, formatting and typographical errors
- Assist in preparation of all documents e.g. share capital tables, group structure charts, company information tables, tracker documents, checklists, share plan documents for multiple shareholders etc. related to each relevant portfolio company
- Distribution of document packs
- Manage and track documents to keep on top of the process
- Roll out 'Form' documents e.g. for shareholders subscribing for new shares
- Collate original documents and chase clients for missing documents
- Collate KYC and maintain a tracker
- Organise and update precedent and transaction bibles/sets and create electronic bibles
- Draft cover letters and emails to counterparties e.g. local counsel, HMRC, company secretary, lawyers, clients
- Draft weekly fee updates and liaise with internal billing team
- Create binders, print, copy, scan and distribute documents and files
- Maintain folder structure within a document management system
- Review attorney comments, edit documents and run blacklines
- Travel and deliver documents
- Archive and dispose of documents in line with department protocols
- Email clients, join calls with clients
- Seek to improve work flow and create and maintain paralegal department know how files
- Demonstrates effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.
- Manages Firm resources responsibly.
- Complies with and understands Firm operation, policies and procedures.
- Performs other related duties as assigned.
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KNOWLEDGE, SKILLS, AND ABILITIES:
- Strong knowledge of MS Word and Excel with technology awareness and the ability to learn new software and operating systems
- Ability to navigate various electronic databases, virtual data rooms and document review platforms
- Strong research skills and proficiency in using various research tools, including Westlaw UK, Lexis Library, Practical Law, company registries and other court related websites
- Excellent analytical, troubleshooting and planning skills
- Demonstrates effective interpersonal and communication skills, both verbally and in writing
- Superior organizational skills to handle multiple assignments and shifting priorities and deliver on time
- Demonstrates ability to pay close attention to detail and performs with high degree of consistent accuracy
- Displays strong initiative in carrying out assignments and assumes a high level of responsibility for assigned tasks
- Ability to handle sensitive matters and maintain confidentiality
- Ability to use discretion and exercise independent and sound judgment
- Ability to work well independently as well as effectively within a team
- Ability to work well in a demanding and fast-paced environment
- Ability to handle multiple projects and shifting priorities
- Ability to organize and prioritize work
- Ability to deal courteously/effectively with others
- Ability to enhance the paralegal department through exceptional client service
- Demonstrates close attention to detail
- Flexibility to travel as required
- Flexibility to adjust hours and work the hours necessary to meet operating and business needs
EDUCATION AND EXPERIENCE REQUIRED:
- Legal Practice Course with corporate electives
- Law degree / Graduate Diploma in Law or similar
- Minimum of one and up to three (1 – 3) years of experience in a corporate paralegal position or a position requiring similar skillset, expertise and experience
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