Provide corporate governance and transactional paralegal support: prepare board and entity materials, maintain minute books and subsidiary records, assist with M&A diligence and closings, conduct research, manage legal operations and document workflows, support shareholder inquiries, and coordinate with vendors, attorneys, and business partners.
Job Summary & ResponsibilitiesPreferred Qualifications
Responsibilities include but are not limited to:
- Corporate & Governance Support
- Assist attorneys with corporate governance matters, including preparation of board, committee, and subsidiary materials.
- Maintain corporate records, minute books, resolutions, entity charts, and related documentation.
- Prepare corporate documents for attorney review and execution, including written consents, resolutions, secretary's certificates, certificates of incumbency, and officer certifications; coordinate signature collection and maintain final, fully executed versions.
- Maintain and regularly update subsidiary organizational charts, director/officer lists, and related corporate data; respond to internal and external requests for corporate information (e.g., good standing, authorized signers, entity details) in a timely, accurate manner.
- Support entity management, including formations, dissolutions, qualifications, and ongoing compliance; prepare and submit annual, biennial, and other periodic state filings (e.g., annual reports/statements of information) and follow up with
- Secretaries of State, Departments of Taxation, and other government agencies to confirm status and resolve issues.
- Interface with third party vendors and service providers, including entity management firms, corporate governance platforms, registered agents, transfer agents, and outside counsel.
- Transactional & Legal Document Support
- Draft and revise routine legal documents, correspondence, and agreements under attorney supervision.
- Assist with M&A and other transactions by organizing diligence materials, tracking deliverables, and preparing closing binders.
- Manage execution, filing, and distribution of legal documents.
- Research & Analysis
- Conduct legal and factual research using internal and external resources.
- Summarize findings clearly and concisely for attorney review.
- Track regulatory and legal developments as directed.
- Legal Operations & Coordination
- Coordinate with internal business partners to collect information and documentation needed for legal matters.
- Assist with responses to internal requests, audits, and regulatory inquiries.
- Leverage legal technology (e-signature, document management, entity management, and workflow tools) to improve speed and accuracy; comfort evaluating and using emerging tools, including AI-enabled features, in a responsible and confidential manner.
- Improve and maintain legal processes, templates, and workflows to enhance efficiency.
- Support escheatment matters, including coordination of required filings, documentation tracking, and responses to internal information requests, in collaboration with Legal and business partners.
- Shareholder & Investor Relations Support
- Serve as a point of contact for routine shareholder inquiries, coordinating with Legal, Investor Relations, and outside agents as appropriate.
- Prepare and respond to shareholder requests, including coordinating transactions or transfers, document requests, and ownership confirmations.
- Maintain records of shareholder communications, requests, and responses.
- Escalate sensitive, novel or potentially contentious shareholder matters to attorneys.
- Document & Matter Management
- Organize, maintain, and retrieve electronic and physical legal files.
- Ensure accurate recordkeeping and version control.
- Support the Legal Department with matter tracking and reporting.
- General Legal Support
- Support multiple attorneys simultaneously while prioritizing assignments.
- Handle sensitive and confidential information with professionalism and discretion.
- Perform other related duties as assigned to support the Legal Department.
Required Skills:
- Excellent organizational, communication, and time management skills.
- Ability to manage competing deadlines in a fast-paced environment.
- High level of discretion, judgment, and attention to detail.
- Strong interpersonal skills and professionalism when partnering with attorneys, business stakeholders, outside counsel, and government agencies.
- Technology-forward mindset, including proficiency with Microsoft 365 tools and comfort learning new software (e.g., document management, entity management, e-signature), including AI-enabled tools, while maintaining confidentiality.
- Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
Required Experience:
- High Diploma or GED equivalent and minimum of 5 years of paralegal experience, preferably in a law firm or in-house legal department, with strong knowledge of legal terminology, document drafting, and legal processes, and experience supporting corporate, transactional, or governance work.
Preferred Experience:
- Paralegal certificate or bachelor's degree, law firm experience supporting corporate, securities, litigation, or regulatory practices; experience working with document management systems; experience with entity management platforms and/or board or governance tools such as CSC, Diligent, or similar systems, including maintaining complex subsidiary structures; and comfort working across multiple practice areas and with senior stakeholders.
Valley Bank Morristown, New Jersey, USA Office
70 Speedwell Ave, Morristown, New Jersey, United States, 07960
Valley Bank Bloomfield, New Jersey, USA Office
Bloomfield, United States
Valley Bank Clark, New Jersey, USA Office
Clark, United States
Valley Bank Clifton, New Jersey, USA Office
Clifton, United States
Valley Bank East Brunswick, New Jersey, USA Office
East Brunswick, United States
Valley Bank Fair Lawn, New Jersey, USA Office
Fair Lawn, United States
Valley Bank Freehold, New Jersey, USA Office
Freehold, United States
Valley Bank Hackensack, New Jersey, USA Office
Hackensack, United States
Valley Bank Hoboken, New Jersey, USA Office
Hoboken, United States
Valley Bank Kearny, New Jersey, USA Office
Kearny, United States
Valley Bank Little Falls, New Jersey, USA Office
Little Falls, United States
Valley Bank Livingston, New Jersey, USA Office
Livingston, United States
Valley Bank Middlesex, New Jersey, USA Office
Middlesex, United States
Valley Bank Middletown, New Jersey, USA Office
Middletown, United States
Valley Bank New York, New York, USA Office
New York, United States
Valley Bank New York, New York, USA Office
New York, United States
Valley Bank Newark, New Jersey, USA Office
Newark, United States
Valley Bank Passaic, New Jersey, USA Office
Passaic, United States
Valley Bank Paterson, New Jersey, USA Office
Paterson, United States
Valley Bank Succasunna, New Jersey, USA Office
Succasunna, United States
Valley Bank Wayne, New Jersey, USA Office
Wayne, United States, 0
Similar Jobs
Healthtech
Senior Corporate Paralegal prepares and manages corporate records, supports corporate governance, assists with M&A and financings, coordinates due diligence and closings, drafts and manages contracts, maintains legal databases/files, performs legal research, and provides administrative support to the Legal Department.
Top Skills:
Adobe AcrobatLegal Research DatabasesExcelMicrosoft Word
Legal Tech
Provide senior paralegal support for corporate and securities matters: maintain capitalization records, manage capitalization databases, assist with entity formation, prepare and file federal and blue sky securities filings, support deal closings, maintain corporate records and minutes, and perform post-closing tasks across the New York office and broader practice group.
Top Skills:
CartaDocusignExcelMicrosoft OutlookMicrosoft WordMS OfficePulleyShareworks
Legal Tech • Professional Services
The Senior Paralegal will support corporate clients with tasks including document preparation, due diligence, governance, and compliance while collaborating with attorneys.
Top Skills:
Capitalization Management PlatformsCartaExcelShareworks
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
