Associate Legal Administrator

SUMMARY The Associate Legal Administrator performs general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution of board materials and regulatory filings.

KEY ACCOUNTABILITIES

Prepares and coordinates the preparation of various reports and metrics. Maintains calendars and databases. Assists with various department and client-related projects and initiatives. Administers board book preparation, production, assembly, shipping, and tracking, as needed. Participates in preparing and distributing client board and committee materials, including agendas, exhibits, reports, and resolutions, as needed. Participates in managing regulatory calendars and filing processes, as needed. Performs daily legal administration operations, as needed.

WORKING RELATIONSHIPS

Contact as needed with clients regarding general information, resolution of issues, inquiries, or reporting requirements. Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc. May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Undergraduate degree from an accredited college or university.

KNOWLEDGE

Financial services industry. Relevant statutes and rules relating to the core job functions. Investment Company Act of 1940. Microsoft Office Suite. Adobe Acrobat.

SKILLS AND ABILITIES

Troubleshoots issues utilizing creative and critical thinking skills. Multitasking, analytical, and organizational skills. Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness. Demonstrates personal integrity, responsibility, and accountability. Effectively uses resources such as time and information in conjunction with associates. Participates in solving problems and making decisions. Presents and expresses ideas and information, written and oral, clearly, and concisely. Actively listens to others to achieve understanding and supports an open exchange of ideas and information. Identifies needs, arranges for, and obtains resources to accomplish individual and department goals. Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations. Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion. Equivalent education, experience, and KSA's will be considered.