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Senior Blue Sky & Securities Paralegal
Agile LegalSenior Blue Sky paralegal supporting Agile Legal’s private fund securities compliance. Preparing state filings, Reg D and Reg A documentation, and ongoing Blue Sky renewals.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates specialized expertise in Blue Sky and securities law, particularly with private funds and Reg D filings, while maintaining compliance with state-specific regulations and deadlines. Proficient in managing multiple workflows and collaborating effectively with clients and team members to ensure accurate and timely filings.
Highest-signal resume keywords
Blue Sky ComplianceReg D FilingsEDGAR Filing RequirementsProject ManagementClient Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Blue Sky ResearchForm D PreparationRegulation A Tier 2 OfferingsSecurities LawCompliance Tracking
Soft Skills
Attention to DetailProactive Problem-SolvingOrganizational SkillsCustomer Service
Tools & Technologies
Microsoft Office SuiteAdobe Acrobat ProCase Management SoftwareNASAA EFD System
Industry Keywords
Private FundsSecurities RegulatorsCompliance StandardsState-Specific Regulations
About the role
Key responsibilities & impact- Review private fund sales reports and employee stock option plans, identify applicable exemptions, prepare Blue Sky charts, and prepare and file Blue Sky notice filings
- Prepare Blue Sky charts with exemptions and initial and renewal filing requirements
- Prepare Blue Sky notice filings for all 50 states, including California and New York requirements, using the EFD filing system
- Calculate fees and prepare electronic and paper Blue Sky notice filings for Regulation A Tier 2 offerings
- Prepare and manage Blue Sky filings, including Form D, Rule 506 exemptions, Reg D, and Reg A compliance
- Conduct detailed state-level Blue Sky research and assist with filings across multiple jurisdictions
- Maintain knowledge of Blue Sky laws, SEC EDGAR filing requirements, and NASAA EFD processes
- Monitor deadlines, renewals, and state-specific compliance obligations
- Maintain and track offering documentation, including PPMs, subscription agreements, and investor information
- Ensure filings, procedures, and communications meet company and client compliance standards
- Protect client confidentiality and follow firm-approved operational policies
- Collaborate with team members and client stakeholders to complete filings and projects on time
- Perform additional related duties as assigned
Requirements
What you’ll need- Specialized experience in Blue Sky and securities law, particularly with private funds and Reg D filings
- Familiarity with state securities regulators, EDGAR, and NASAA EFD systems
- Demonstrated success working in a law firm or compliance-focused environment
- Experience using multiple case management or compliance platforms preferred
- Proven ability to delegate work and monitor assigned tasks
- Strong organizational and project management skills, with ability to manage multiple workflows simultaneously
- Excellent attention to detail and proactive problem-solving approach
- Strong client communication and customer service skills via phone, email, and written correspondence
- Comfort researching state-specific rules, exemptions, and filing processes
- Proficiency in Microsoft Office Suite, Adobe Acrobat Pro, and case management software
- Experience with compliance tracking platforms, fund administration tools, or similar systems
- Ability to work independently and collaboratively with attorneys, clients, and team members
- Ability to meet deadlines in a fast-paced, deadline-driven environment
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Agile Legal Website LinkedIn All Job Openings 11 - 50 employees 💼 Consulting 🛡️ Insurance ⚖️ Legal Consulting
- Insurance
- Legal Agile Legal is a provider of alternative legal services and support solutions for small and mid-sized businesses, funds, and law firms. The company helps these entities manage legal priorities and projects effectively, providing on-demand legal support to alleviate capacity limitations and reduce high costs associated with traditional legal and paralegal work. Agile Legal is not a law firm and does not offer legal advice but focuses on legal project management and support to assist clients in meeting their strategic goals and safeguarding their success. Their team comprises licensed attorneys and paralegals who provide tailored legal support across a range of corporate legal services, ensuring efficient project completion and client satisfaction. Senior Blue Sky & Securities Paralegal Job not on LinkedIn 🔥 0 minutes ago 🇺🇸 United States – Remote 💵 $35 - $50 / hour ⏳ Contract/Temporary 🟠 Senior 💼 Paralegal 👻 Ghost score 0% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Review private fund sales reports and employee stock option plans, identify applicable exemptions, prepare Blue Sky charts, and prepare and file Blue Sky notice filings
- Prepare Blue Sky charts with exemptions and initial and renewal filing requirements
- Prepare Blue Sky notice filings for all 50 states, including California and New York requirements, using the EFD filing system
- Calculate fees and prepare electronic and paper Blue Sky notice filings for Regulation A Tier 2 offerings
- Prepare and manage Blue Sky filings, including Form D, Rule 506 exemptions, Reg D, and Reg A compliance
- Conduct detailed state-level Blue Sky research and assist with filings across multiple jurisdictions
- Maintain knowledge of Blue Sky laws, SEC EDGAR filing requirements, and NASAA EFD processes
- Monitor deadlines, renewals, and state-specific compliance obligations
- Maintain and track offering documentation, including PPMs, subscription agreements, and investor information
- Ensure filings, procedures, and communications meet company and client compliance standards
- Protect client confidentiality and follow firm-approved operational policies
- Collaborate with team members and client stakeholders to complete filings and projects on time
- Perform additional related duties as assigned 🎯 Requirements
- Specialized experience in Blue Sky and securities law, particularly with private funds and Reg D filings
- Familiarity with state securities regulators, EDGAR, and NASAA EFD systems
- Demonstrated success working in a law firm or compliance-focused environment
- Experience using multiple case management or compliance platforms preferred
- Proven ability to delegate work and monitor assigned tasks
- Strong organizational and project management skills, with ability to manage multiple workflows simultaneously
- Excellent attention to detail and proactive problem-solving approach
- Strong client communication and customer service skills via phone, email, and written correspondence
- Comfort researching state-specific rules, exemptions, and filing processes
- Proficiency in Microsoft Office Suite, Adobe Acrobat Pro, and case management software
- Experience with compliance tracking platforms, fund administration tools, or similar systems
- Ability to work independently and collaboratively with attorneys, clients, and team members
- Ability to meet deadlines in a fast-paced, deadline-driven environment Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Probate Paralegal 🕒 August 10 Crisp Professional Development 11 - 50 💼 Consulting 🏥 Healthcare 📣 Marketing Website LinkedIn All Job Openings Remote Probate Paralegal managing estate accountings, deadlines, and file closures for Maryland-based Frame & Frame Attorneys at Law. Supporting clients and attorneys with Clio, Dropbox, and detail-focused probate workflows. 🇺🇸 United States – Remote 💵 $1.5k / month ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 💼 Paralegal Estate Planning & Probate Administration Paralegal 🕒 August 3 The Freelance Firm 1 - 10 🤝 B2B ⚖️ Legal 🏪 Marketplace Website LinkedIn All Job Openings Remote Texas estate planning and probate paralegal supporting law firms’ legal projects. Managing filings, estate documents, deadlines, and probate matters end to end. 🇺🇸 United States – Remote 💵 $30 / hour ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 💼 Paralegal Probate Administration Paralegal 🕒 July 31 The Freelance Firm 1 - 10 🤝 B2B ⚖️ Legal 🏪 Marketplace Website LinkedIn All Job Openings California probate administration paralegal supporting client law firms remotely. Managing filings, estate records, deadlines, and matters through final distribution and closure. 🇺🇸 United States – Remote 💵 $30 / hour ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 💼 Paralegal Estate Planning & Probate Paralegal 🕒 July 23 The Freelance Firm 1 - 10 🤝 B2B ⚖️ Legal 🏪 Marketplace Website LinkedIn All Job Openings Florida Estate Planning & Probate Paralegal providing remote legal support for client law firms. Managing probate matters and preparing estate planning documents on demand. 🇺🇸 United States – Remote 💵 $30 / hour ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 💼 Paralegal Fractional Paralegal – Advisor Network 🕒 July 17 Arootah 11 - 50 💸 Finance 💼 Consulting 🧘 Wellness Website LinkedIn All Job Openings Paralegal consulting for alternative investment firms, supporting legal functions and compliance matters. Engaging in project-based work with hedge funds and family offices. 🇺🇸 United States – Remote 💵 $90 - $150 / hour ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 💼 Paralegal View More Paralegal Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass Resume Review AI Apply Copilot OpenClaw job finder API docs Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs