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Job Description
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.
POSITION SUMMARY:
The Senior Legal Assistant/Corporate Paralegal will provide support to the Chief Legal and Administrative Officer and deal with supporting organization-wide legal and administrative matters. Independent judgment is required to plan, prioritize and organize diverse and fast-paced workload.
Summary of Competitive Benefits & Perks:
- Health/Medical Insurance including Dental and Vision
- 401(k) with company match
- Paid time off
- Bonus/Target Incentive
- Tuition Reimbursement
- Complimentary usage of modern in-house fitness center
- On-premise full-service dining center discounts
- Discounts via the company’s EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pre-tax transportation options
- Plus more!
DUTIES & RESPONSIBILITIES: Paralegal duties will include, but are not limited to the following:
- Conduct legal research.
- Draft and file corporate annual consents.
- Prepare initial drafts of corporate minutes.
- From time to time, form and register new entities, including State filings and operating agreements, and withdraw, dissolve and terminate entities.
- Update officer, directors and entity information in Saul Knowledgebase and other internal lists
- Assemble corporate meeting books, as necessary.
- Prepare letters and memoranda, and other communications regarding company matters, as needed.
- Assist in managing the execution and distribution process of various legal documents.
- Establish, develop, maintain and update filing system and documents.
- As needed, assist internal departments with expediting various legal document requests.
- Assist with the execution process of legal documents and notarize documents, as necessary.
- Create redlines of legal documents when needed.
- Provide administrative and clerical support for Chief Legal and Administrative Officer, such as preparing expense reports, maintaining calendars, ordering office supplies, copying, answering phones, distributing the mail, responding to legal requests and organizing travel, meetings and conferences.
- Provide backup as needed to support other administrative professionals on the floor.
- Other assignments and projects as needed.
JOB REQUIREMENTS (SKILLS/ABILITIES):
- Senior Legal Assistant/Corporate Paralegal must possess:
- strong attention to detail in composing, typing and proofing materials, establishing priorities and meeting deadlines
- Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy
- Punctual, dependable and reliable
- Possession of strong organizational skills
- Ability to deal effectively and tactfully with a wide variety of individuals in person, via telephone and in writing
- Ability to work in a positive and cooperative manner with fellow team members
- Capability to work in fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Ability to be flexible and handle pressure.
- 8-10 years of relevant experience and/or training, or equivalent combination of education and experience
EXPERIENCE:
- Senior Legal Assistant/Corporate Paralegal to possess 8-10 years of relevant paralegal experience and/or training, or equivalent combination of education and experience
EDUCATION / LICENSES / CERTIFICATIONS:
- Prefer college degree and/or Paralegal certification
DESIRABLE QUALIFICATIONS:
- The Paralegal has the ability to work independently on assigned tasks as well as to accept direction on given assignments
- Knowledge of MS Office (Word, Excel, PowerPoint, Outlook, Photoshop, Adobe Acrobat)
$95,000 - $115,000 a year
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.
Equal Opportunity Employer/Veterans/Disabled
