Fund Legal, Officer at State Street

A Paralegal will generally have at least three years of experience as a paralegal, with a portion of those years in the financial services industry. A Paralegal will have significant responsibility for the provision of day-to-day legal administration services to one or several clients. A Paralegal must demonstrate an ability to work with general direction from senior attorneys or a Paralegal Manager and must be adept at juggling priorities for multiple clients to meet deadlines based on changing client and department needs. In addition, a Paralegal must demonstrate a good working knowledge of the legal administration services provided to mutual fund clients.

The following are specific responsibilities of a Paralegal:

• Prepares Board meeting materials (agendas, memoranda, resolutions, draft minutes, regulatory updates) and preparation of Board packages to board members and other interested individuals prior to board meetings.
• Drafts Board meeting minutes and resolutions for review by senior attorneys.
• Prepares filings with the SEC (including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX and Form N-CSR).
• Maps and updates data on Pro Navigator.
• Maintains and adheres to corporate filings calendars and recurring board agendas
• Coordinates with clients, outside counsels, State Street Financial Administration and other fund service providers with respect to fund issues.
• Works at the general direction of a senior attorney in the delivery of legal administration services to clients.
• May participate in special projects for which the problems and issues are clearly defined.

The following are specific attributes of a Paralegal:

• Demonstrates high level of integrity and professionalism.
• Possesses strong written and oral communication skills.
• Works collegially with other department members and is respectful of other department members.
• Possesses strong time management and organizational skills.
• Can handle multiple tasks and multiple priorities for various clients.
• Identifies resources available and utilizes them effectively.
• Establishes close working relationships with clients and provides high quality service to clients.
• Exercises good judgment regarding when to ask questions and to raise issues with more senior staff.
• Demonstrates independent follow through on issues and tasks.
• Capable of independently producing high quality routine paralegal work with general supervision.
• Effectively communicates status of projects to appropriate persons in a timely manner.

Salary Range:

$60,000 - $101,250 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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 (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.