Paralegal - Investment Management & Securities
$60,000–$80,000 year
On-siteHamilton, Ontario, Canada or Mays Landing, New Jersey, United States
Hamilton, Ontario, Canada or Mays Landing, New Jersey, United StatesOn-siteFull Time$60,000–$80,000 yearBachelors Degree
Full TimeBachelors Degree
Job Summary
Execute the Firm's annual compliance program by generating reports, tracking deadlines, and preparing regulatory filings such as Form ADV and U4/U5 documents. Draft and manage client correspondence while organizing digital files and reviewing email archives. Answer and direct phone calls professionally. Assist the supervising Attorney in the Investment Management practice group with substantive legal and administrative support for client matters in Hamilton, NJ.
Required Qualifications
- Bachelor's degree, Associate's degree, or Paralegal Certificate
- 3-5 years of experience in financial services, law, or related field
Desired Qualifications
- Proficient in Microsoft Office, especially Excel
- Strong numeracy, analytical, and organizational skills with high attention to detail
- Familiar with financial/investment terminology
- Quick learner with ability to master new software
- Reliable self-starter with strong work ethic and follow-through
- Able to multitask, prioritize, and perform under pressure
- Team-oriented with professional client interaction skills
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