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Corporate Paralegal at Addepar

Corporate Paralegal

  • Remote, USA

We’re looking for a highly motivated and proactive individual to join our Legal team as a Corporate Paralegal. In this role, you’ll have the opportunity to support the administration of our global corporate team and our company equity programs while contributing to the development of a dynamic and growing team. The selected candidate will be responsible for coordination and project management in a range of subject matter areas including third party risk management, document management and retention, investor relations, stock plan administration, corporate governance, litigation (as needed), and IP. This role will provide an opportunity to contribute as a generalist and also to develop expertise in the areas of greatest impact to the business.

Our team is a very collaborative one, and you’ll also have an opportunity to work cross-functionally with all teams at Addepar. Accuracy, attention to detail, and ability to propose functional solutions as the business grows will be key to success in this role.

Responsibilities:

  • Prepares initial drafts of routine Board approvals
  • Coordinates investor relations functions, including stockholder notices and consents
  • Manages process and documentation associated with IP portfolio, including support of ongoing filings
  • Key point of coordination between outside and in-house counsel regarding e-discovery and other litigation-related projects
  • Develops and documents an understanding of internal systems and the data and documents stored within them
  • Administers the Third Party Management Program ensuring that third parties that expose the organization to potential compliance, credit, data-sharing, operational, reputation or strategic risk adhere to appropriate controls
  • Drives appropriate stakeholder participation in evaluation of risk and control effectiveness
  • Develops a dashboard that highlights key third party management program metrics and statistics (e.g., third-party portfolio risk, cyber security incidents, program efficiencies/value add)
  • Maintains expertise on industry trends and best-practices through training and research

Skills & Experience:

  • Bachelor’s degree or equivalent years of related experience
  • Two years minimum of experience as a paralegal in a corporate or law firm setting.
  • Excellent interpersonal, written (grammar, spelling, format) and verbal communication skills.
  • Demonstrated problem solving skills.
  • Ability to work collaboratively with all levels of the organization and demonstrate a team-oriented work style.
  • Excellent organizational skills and attention to detail.
  • Ability to effectively handle shifting priorities and adapt to changing demands in a fast-paced, dynamic environment.
  • Must have expert-level knowledge of:
    • Word
    • Excel
  • Helpful to have knowledge of:
    • Google Suite
    • Shareworks, Carta, or similar cap table management tools
    • JIRA & Confluence

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company’s platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company’s platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds, and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

In order to ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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