Paralegal

• Manage and respond to subpoenas, garnishment orders, discovery requests, and other legally mandated notices
• Coordinate and support e‑discovery processes, including email searches, document retrieval, and electronic data collection relevant to legal requests
• Work closely with internal business contacts (e.g., HR, Payroll, IT, Operations)
• Engage with external legal counsel on matters related to discovery and subpoenas
• Maintain organized records of all requests, responses, and related correspondence
• Assist with process improvements, templates, and documentation related to subpoena and discovery response workflows

Claims Paralegal

• Support in-court Chapter 11 cases from pre-filing through confirmation and post-effective date matters, coordinating case calendars, deadlines and key deliverables across multiple workstreams
• Assist with preparatory work for Chapter 11 filings, including entity and corporate authority review, compilation of debtor information, creditor and contract data gathering, diligence coordination and assembly of filing checklists and case-opening materials
• Draft, proofread, organize and finalize first-day pleadings, declarations, exhibits, proposed orders and related hearing materials for attorney review and filing
• Coordinate electronic filing and service of pleadings and other court papers, including working with claims and noticing agents, local counsel and court personnel to ensure compliance with court rules, judge-specific procedures and case deadlines
• Prepare hearing and omnibus materials by organizing exhibits, witness materials, binders, courtesy copies and document indices and provide in-court and remote hearing support as needed
• Monitor court dockets and case developments; maintain pleading, hearing and service trackers; summarize filings, orders and key events for attorneys and case teams
• Assist with schedules and statements, creditor matrices, claims reconciliation support, solicitation and balloting support and other case administration tasks in coordination with attorneys and external agents
• Conduct factual and procedural research relating to bankruptcy filings, court rules, local practices and case-specific issues using internal and external databases and resources
• Organize, manage and quality check large volumes of case materials, including exhibits, service lists, claims-related data and other case documents
• Provide guidance to case teams on Chapter 11 workflows and filing processes and delegate or coordinate tasks with junior legal assistants and other support professionals as appropriate

Senior Paralegal, Bankruptcy

• Assist with Board of Directors meetings and record keeping, including drafting of board and committee meeting agendas, readout notes and related minutes/resolutions for the same, maintaining the minute book, preparation of meeting materials, and implementing and managing a board portal.
• Calendar, draft and manage all Section 16 filings, including Forms 3 and 4.
• Support NYSE required reporting, including annual attestation.
• Coordinate NYSE filings and prenotification of press releases, earnings, and other press releases.
• Draft proxy materials (e.g., cards, notice & access), coordinating distribution with proxy agent, and annual report printers.
• Draft meeting certificates and documents.
• Coordinate annual review of charters, preparation of standing board and committee calendar items.
• Prepare for, coordinate, and administer annual shareholder meeting, including collaboration with Inspector of Electors.
• Coordinate stockholder queries and work with transfer agents including estate executors, unclaimed property, etc.
• Assist in the preparation of SEC Forms including 10-K, 10-Q, proxy statement disclosures and beneficial ownership tables, working with Corporate Secretary and C-level to obtain necessary signatures/certifications.
• Prepare and coordinate collection of annual Director and Officer questionnaires.
• Assist with on-boarding and departure of executives and directors.
• Handle special projects as requested.
• Demonstrate confidence in communicating and liaising with all levels of Leadership including C-Suite and Board members.

Lead Corporate Governance Paralegal

• Support technology-enabled legal operations
• Serve as an administrator for legal operations systems
• Manage user accounts and handle training
• Manage onboarding of users and departments
• Update training syllabi and conduct training sessions
• Draft and coordinate corporate filings

Legal Operations Specialist – Paralegal

• Support ETF launches and ongoing product maintenance, including preparation, review, and version control of regulatory filings (e.g., annual registration statement updates, 485 filings, 497 filings, NFA exemptions, and related state filings).
• Manage the EDGAR filing process end-to-end, including document compilation, formatting, submission, and confirmation of acceptance.
• Assist with SEC comment responses and coordinate with internal stakeholders, external counsel, and service providers to support filings including Forms 13F, 13G, and 13H.
• Draft, proofread, and conduct consistency and version-control reviews of disclosure documents and related materials.
• Maintain filing calendars, workflow schedules, status reports, and internal trackers to ensure timely, accurate submissions and adherence to deadlines.
• Track jurisdictional requirements, maintain regulatory matrices, and organize guidance from local counsel.
• Provide documentation and administrative support for international ETF distribution initiatives and cross-border fund registrations.
• Organize and maintain agreement records, including executed agreements, amendments, restatements, and governance documentation.
• Conduct preliminary review of NDAs and corporate agreements and support attorney review of more complex contracts.
• Prepare board materials, resolutions, fund governance documentation, and related legal memoranda.
• Track deliverables, maintain timelines, and support coordination across legal workstreams and strategic initiatives.
• Contribute to legal operations initiatives, including template standardization, playbook development, workflow enhancements, and technology implementation projects.
• Assist with employment-related matters, internal reviews, outside counsel requests, litigation holds, and document collection.
• Maintain matter files, support scheduling and deadlines, and ensure accurate recordkeeping across legal matters.
• Partner with attorneys, business stakeholders, IT, and external service providers to improve legal processes and operational efficiency.

Senior Paralegal

• Draft, review, and negotiate a variety of retail leasing and commercial agreements for real estate initiatives, including, leases, lease amendments, and other related documents concerning rent audits, co-tenancy, construction, store maintenance, store operations, vendor services, and landlord/tenant disputes.
• Analyze lease materials to assess legal and reputational risk to support cross-functional business partners and brand initiatives.
• Perform legal due diligence and recommend practical, creative solutions that balance legal risk with business and/or operational impact.
• Build and maintain effective cross-functional partnerships.
• Problem solve and manage high impact leasing and property management matters and escalate issues as needed.

Senior Paralegal Manager, Real Estate – Commercial Contracts

• Assist attorneys in the preparation and filing of immigration petitions, applications, and legal documents.
• Conduct legal research and stay up-to-date on the latest immigration laws, regulations, and procedures.
• Prepare and compile supporting documents for various immigration cases, including family-based and humanitarian visas.
• Communicate with clients to gather necessary information, provide case updates, and address any concerns.
• Maintain and organize client files, ensuring all documents are properly filed and easily accessible.
• Draft legal correspondence and forms, ensuring accuracy and compliance with legal standards.
• Coordinate and schedule appointments with USCIS and other immigration agencies.
• Monitor case status and deadlines, ensuring timely submission of all required documentation.
• Assist in preparing clients for interviews and hearings, providing them with guidance and support.
• Collaborate with the legal team to develop case strategies and achieve positive outcomes for clients.

• Provide comprehensive paralegal support for contract management, documentation, and contract redlining
• Manage contract documentation and legal records while maintaining confidentiality and compliance requirements
• Review and redline high-volume Multi-Dwelling Units and Telecommunications agreements
• Coordinate with internal and external stakeholders to facilitate legal document workflows
• Prepare detailed summaries of contracts and legal documents for attorney review
• Process incoming legal notices and coordinate responses with appropriate internal stakeholders
• Draft routine legal correspondence and basic contract modifications using approved templates
• Support contract compliance monitoring by tracking key dates and obligations

Paralegal 3, Contract Support

• Draft and review letters, contracts, regulatory filings and other legal documents.
• Respond to subpoenas, information requests and other judicial documents or regulatory matters.
• Work directly with counsel on hearings and litigation matters, coordinate regulatory examinations of the Company as assigned by Legal Department management.
• Research, analyze and assist Company officers, department heads and employees with respect to policy and contract administration issues and questions; regulatory filings; interpretation of and compliance with state and federal laws and regulations; and market conduct issues.
• Administer compliance software program for the Company.
• Provide confidential administrative assistance to Legal Department, including but not limited to creating, preparing and assembling documents, maintaining legal files and historical records, scheduling meetings, reviewing, logging and distributing mail, ordering and maintaining office supplies, managing invoices, maintaining compliance logs, subscriptions, attorney registrations and memberships.
• Draft policy language, interpret laws, regulations and responses to insurance department and other regulators, and actively participate in meetings to support the product development and implementation process.
• Assist in negotiating, obtaining and maintaining property/casualty insurance to mitigate Company risk exposure.
• Assist in negotiating and administering contracts for legal publications and legal resources subscriptions for the Legal Department.
• Monitor, recommend, and implement ongoing improvements to Company's Privacy and Anti-Money Laundering Programs and advise on related compliance issues.
• Exercising confidentiality and appropriate discretion, coordinate the preparation and distribution of materials for Board of Directors and Committee meetings and conference calls, including set up and maintenance of records on Diligent Boardbooks, and drafting corporate minutes for Board and Committee meetings.
• Coordinate Board of Director election procedures, required publications and state Insurance Department filings and correspondence.
• Coordinate all Director attendance, new Director and Executive Officers fingerprinting and reporting to appropriate states.
• Administer Directors' compensation.
• Maintain Board meeting minute books and Corporate Secretary filings, indexes, Company certificates of authority, contracts, and Board member biographical and other information.
• Scan and index Board files.
• Assist in fulfilling legal and corporate duties relating to the Board of Directors and coordinate special projects as necessary.

Corporate Paralegal

• Assist attorneys with all aspects of landlord-tenant litigation, including drafting pleadings, motions, warrant requests and other related documents.
• Prepare and file legal documents in state courts, housing courts, and administrative agencies.
• Review and analyze lease agreements, notices, and other real estate-related documents.
• Communicate with clients, court personnel, and opposing counsel regarding case status and procedural requirements.
• Manage case files, maintain accurate case records, and track deadlines to ensure compliance with court schedules.
• Assist attorneys in preparing for hearings, trials, and settlement negotiations.
• Coordinate and oversee service of process, court filings, and other procedural requirements.
• Support attorneys with client intake, initial case assessments, and preparation of demand letters.
• Stay current on changes in landlord-tenant laws and regulations.

Landlord-Tenant Paralegal

• Manage and triage incoming disputes matters, ensuring accurate and timely intake across a variety of claim types (e.g., demand letters, pre-litigation disputes, arbitration threats).
• Draft and send initial responses to users on behalf of Litigation Counsel, following established templates and escalation protocols.
• Maintain and organize case tracking systems to ensure nothing falls through the cracks.
• Coordinate with internal stakeholders across Trust & Risk, Customer Experience, and Legal Operations to gather facts and documentation relevant to disputes.
• Support Litigation Counsel in preparing materials for active matters, including organizing records, summarizing communications, and tracking deadlines.
• Assist with building and refining intake workflows and response playbooks as our disputes function scales.
• Utilize AI driven tools to improve efficiency and further refine workflows.

Disputes Paralegal – 6 month contract

• Proactively support the Legal and Compliance team as well as the Investment team with transaction closings.
• Assist in the execution and tracking of various legal agreements.
• Support Asset Management function in the review and execution of project entitlements.
• Manage large volume of highly sensitive and confidential physical and electronic documents and files.
• Assist with the formation of legal entities and maintenance of fund level subsidiaries.
• Draft and coordinate execution of board resolutions and corporate consents.
• Track and process invoices, ensuring invoices go through proper internal approval procedures.

National Residential Transaction Paralegal

• Assist attorneys with preparation of legal documents, due diligence review and related tasks
• Organize and maintain working files and important papers, paper and e-mail correspondence, inter-office memoranda and attorney work product
• Organize and maintain due diligence documents
• Perform due diligence searches
• Utilize and manage electronic databases, including assisting with AI technology under the supervision of attorneys
• Organize internal documentation databases
• Proofread, organize and track documents; prepare bound volumes following completion of a transaction of necessary documents; organize and distribute post-closing documents
• Assist in reviewing comfort letter tick and ties, back up materials, disclosure schedules
• Assist in reviewing presentations with the supervision of attorneys
• Assist in reviewing legends and disclaimers
• Assist with document/information gathering, exhibit preparation, logistics and coordination of items received
• Assist with business development presentations and in the organization of business development meetings and travel
• Assist in preparing and distributing documents to counterparties and opposing counsel
• Perform other duties as assigned

Paralegal, LatAm

• - Conduct scripted intake calls with prospective clients
• - Ask qualification questions using a provided framework
• - Record and coordinate call transcripts for internal use
• - Collect and organize client documentation within OneDrive
• - Maintain accurate intake records and organized digital files
• - Communicate professionally and efficiently with prospective clients
• - Follow established workflows and processes with minimal supervision

Paralegal, Intake Specialist – ERTC

• Provide assistance to attorneys in fact investigation, witness interviews, drafting pleadings and correspondence, legal research, document preparation and production, database management, docketing/case management, and overall client service.
• Prepare materials for and assist in preparation for depositions, hearings, and trials and related proceedings, and attend same if needed.
• Pre-trial preparation and trial attendance.
• Prepare draft pleadings and discovery.
• Coordinate filing of pleadings/documents and arrange for service.
• Collect and summarize medical and/or other records.
• Assist with calendaring/docketing.
• Work with attorneys in multiple offices.
• Act as a liaison between clients, colleagues, and experts to ensure timely communication of case information and production of materials.
• Stay informed of developments in the product liability practice areas and the Paralegal industry.
• Maintain professional demeanor and attitude.
• Comply with firm policies.
• Sustain attention to detail and quality of work.
• Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
• Independently organize and manage files or delegate similar tasks to Paralegal Assistants or Information Governance and supervise same.
• Attend and participate in in-house CLEs.
• Mentor Paralegal Assistants.
• Anticipate attorney needs.
• Independently handle all key duties without supervision of another Paralegal or Senior Paralegal.
• Meet billable hour requirement of 1500 hours per year.

Mass Tort Paralegal, California

• Assist attorneys with document management, legal research, transaction or case preparation, and filing.
• Support deal closings, due diligence, and entity management.
• Assist with discovery, court filings, and trial preparation.

Paralegal – Corporate, Litigation

• Serve as the primary liaison, providing critical support for contracting and compliance workflows between the Legal, Revenue Operations and Engineering teams.
• Stand up and own a legal operations function that designs and implements process improvements and automations, including integrating AI tools in legal workflows and optimizing the use of contract management tools.
• Manage the end-to-end process for completing and submitting all Due Diligence Questionnaires (DDQs) and Requests for Proposals (RFPs).
• Own significant portions of the Non-Disclosure Agreement (NDA), vendor, and revenue contracting processes, include review and redline of contracts based on company-standard playbook.
• Coordinate commercial and vendor contract flow, documentation, and communication between internal stakeholders to ensure efficient cross-functional workflows.
• Operate independently to support the optimization of contracting processes and adherence to compliance standards.

• Provide support to clients and attorneys, primarily in DAP/Elder Law matters, to include:
• Coordinate and conduct new client intake interviews
• Maintain client files, both physically and electronically, within LawNY’s case management system
• Advocate with community and governmental agencies regarding Disability Advocacy and Elder Law issues.
• Facilitate communication among parties, e.g., client, attorney, agency advocate
• Draft correspondence and documents
• Develop evidence for disability hearings, including obtaining medical records and medical opinions
• Representation of clients in informal conferences with the Social Security administration field offices, where appropriate
• Assist Elder Law Unit attorneys with drafting of basic estate planning documents such as Wills, Powers of Attorney, and Health Care Proxies, as permitted by law and ethical considerations
• Assist Elder Law attorneys with client meetings including client home visits throughout the Geneva office’s five-county service area
• Assist attorneys with preparation of cases, as permitted by law and ethical considerations
• Ensure compliance with agency and funder policies
• Outreach activities

Disability Advocacy Program, Elder Law Paralegal

• Research and analyze law sources, including statutes, judicial decisions, legal articles, treaties, constitutions, and legal codes.
• Prepare various legal documents—such as briefs, pleadings, appeals, contracts, and articles of incorporation—for review and use by corporate counsel.
• Investigate case facts and relevant laws to determine causes of action and prepare cases accordingly.
• Perform clerical duties including scheduling appointments, taking dictation, composing routine correspondence, and routing mail.
• Maintain paper and electronic files, prepare affidavits of documents, and ensure the proper indexing and filing of original legal documents.
• Organize and track matter progress files and monitor new or updated laws and regulations.

• Collect, validate, and reconcile client data using established analytics methodologies
• Assist in preparing and executing compliance testing for the Firm’s investment fund clients
• Build and maintain structured excel models to evaluate/test relevant fund thresholds
• Author professional compliance summaries and reports
• Maintain accurate and organized records of compliance testing work and assist with file management
• Support responses to client inquiries and preparation of client communications
• Identify opportunities for automation in database/testing methods
• Participate in training and professional development to stay current on ERISA regulations and practice developments
• Perform other tasks as needed
• Be flexible to adjust hours to meet departmental need

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