State Street

Paralegal, Assistant Vice President

State Street

full-time

Posted on:

Location Type: Office

Location: BerwynPennsylvaniaUnited States

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Salary

💰 $70,000 - $130,000 per year

Job Level

About the role

  • maintains up-to-date knowledge of legal developments
  • prepares materials for Board meetings—including agendas, memoranda, resolutions, draft minutes, and regulatory updates
  • drafts Board meeting minutes and resolutions for review by senior attorneys
  • prepares SEC filings, including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX, and Form N-CSR
  • manages compliance with corporate filing calendars and recurring Board agendas
  • coordinates with clients, outside counsel, State Street Fund Administration, and other fund service providers concerning fund-related matters
  • oversees special projects with clearly defined objectives and issues
  • assists in developing training programs for paralegal staff
  • acts as a resource for paralegals regarding legal, administrative, or operational queries
  • gains familiarity with each client’s distinct service requirements to ensure delivery of quality service
  • reviews current processes and collaborates with senior attorneys to implement revisions in response to regulatory changes or to improve efficiencies

Requirements

  • holds a bachelor’s degree
  • at least six years of paralegal or related management experience, mainly in financial services
  • strong knowledge of daily legal administration for mutual fund clients and the 1940 Act
  • exhibits a high degree of integrity and professionalism
  • demonstrates strong written and verbal communication skills
  • collaborates collegially and respectfully with department colleagues
  • possesses effective time management abilities
  • capably manages multiple tasks and priorities concurrently
  • identifies and utilizes available resources efficiently
  • maintains comprehensive knowledge of pertinent statutes and regulations
  • displays exceptional organizational skills
Benefits
  • retirement savings plan (401K) with company match
  • insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • paid-time off including vacation, sick leave, short term disability, and family care responsibilities
  • access to our Employee Assistance Program
  • incentive compensation including eligibility for annual performance-based awards
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SEC filingsRegistration StatementsForm N-1AForm N-PXForm N-CSRlegal administrationcompliance managementtraining program developmentprocess improvementproject management
Soft Skills
integrityprofessionalismwritten communicationverbal communicationcollaborationtime managementorganizational skillsresource utilizationproblem-solvingattention to detail
Certifications
bachelor's degree