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Senior Paralegal
Ultimus Fund SolutionsSenior Paralegal leading legal administration and support for mutual fund clients at Ultimus. Preparing regulatory filings, managing calendars, and mentoring associates.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in legal administration services, including preparation of SEC filings, client board materials, and corporate governance documentation. Proficient in managing regulatory calendars and overseeing legal procedures related to board meetings and compliance with the Investment Company Act of 1940.
Highest-signal resume keywords
Paralegal Certificate5+ Years Legal Administration ExperienceInvestment Company Act of 1940 ExpertiseClient SEC Filings PreparationCorporate Governance Documentation Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Legal AdministrationSEC FilingsClient Registration Statement UpdatesBoard Meeting Minutes PreparationContractual Agreement Maintenance
Soft Skills
Attention to DetailOrganizational SkillsCommunication Skills
Certifications & Qualifications
Paralegal Certificate
Industry Keywords
Corporate GovernanceRegulatory ComplianceInvestment Company Act of 1940Legal ProceduresBoard and Committee Meetings
About the role
Key responsibilities & impact- Leads the provision of legal administration services for Ultimus’ mutual fund clients.
- Prepares client registration statement updates.
- Prepares other client SEC filings and forms.
- Prepares and distributes client board and committee materials, including agendas, exhibits, reports, and resolutions.
- Prepares minutes of client board and committee meetings.
- Attends board and committee meetings by telephone or in person to record notes, as needed.
- Maintains contractual agreements and corporate governance documents.
- Manages regulatory calendars and filing processes.
- Assists in the development and oversight of legal administration procedures relating to board meetings, corporate governance, and SEC filings.
- Leads and assists with projects, as needed.
Requirements
What you’ll need- An undergraduate degree from an accredited college or university.
- A paralegal certificate from an accredited school, college, or university.
- 5+ years of paralegal or legal administration experience in a corporate or law firm environment.
- 5+ years of experience with the Investment Company Act of 1940.
- Equivalent education and experience will be considered.
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Ultimus Fund Solutions Website LinkedIn All Job Openings 501 - 1000 employees 💸 Finance ☁️ SaaS 🤝 B2B 💰 Private equity on 2012-07 Finance
- SaaS
- B2B Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates. Senior Paralegal Job not on LinkedIn 🔥 48 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 💼 Paralegal Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Leads the provision of legal administration services for Ultimus’ mutual fund clients.
- Prepares client registration statement updates.
- Prepares other client SEC filings and forms.
- Prepares and distributes client board and committee materials, including agendas, exhibits, reports, and resolutions.
- Prepares minutes of client board and committee meetings.
- Attends board and committee meetings by telephone or in person to record notes, as needed.
- Maintains contractual agreements and corporate governance documents.
- Manages regulatory calendars and filing processes.
- Assists in the development and oversight of legal administration procedures relating to board meetings, corporate governance, and SEC filings.
- Leads and assists with projects, as needed. 🎯 Requirements
- An undergraduate degree from an accredited college or university.
- A paralegal certificate from an accredited school, college, or university.
- 5+ years of paralegal or legal administration experience in a corporate or law firm environment.
- 5+ years of experience with the Investment Company Act of 1940.
- Equivalent education and experience will be considered. 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 Deed Paralegal 🔥 10 hours ago Hargrove Firm 2 - 10 ⚖️ Legal ☁️ SaaS Website LinkedIn All Job Openings Paralegal supporting Hargrove Management Services in real estate and corporate transactions. Focused on multistate deed preparation and maintaining compliance across jurisdictions. 🇺🇸 United States – Remote 💵 $28 - $37 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 💼 Paralegal Corporate Paralegal 🕒 Yesterday CorServ 51 - 200 💼 Consulting 🏦 Banking 💳 Fintech Website LinkedIn All Job Openings Corporate Paralegal supporting Legal, Finance, and Operations teams at CorServ. Managing corporate governance, vendor management, and compliance documentation in a fast-paced environment. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💼 Paralegal Litigation Paralegal 🕒 Yesterday Kubicki Draper 201 - 500 💼 Consulting 🛡️ Insurance ⚖️ Legal Website LinkedIn All Job Openings Litigation Paralegal facilitating civil litigation support and summarizing medical documents at Kubicki Draper. Requires 3+ years of experience and knowledge of Florida Court procedures 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💼 Paralegal Foreclosure Paralegal 🕒 Yesterday Timothy Padgett 11 - 50 Website LinkedIn All Job Openings 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💼 Paralegal Foreclosure Paralegal 🕒 Yesterday Timothy Padgett 11 - 50 Website LinkedIn All Job Openings Paralegal drafting legal documents for foreclosure at Padgett Law Group. Providing exceptional support in a fast-paced legal environment for creditors' rights law firm. 🇺🇸 United States – Remote ⏰ Full Time 🟡 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 Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder 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