Paralegal/ Corporate Governance Officer

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you’re looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Paralegal/Corporate Governance Officer to join our team.

SUMMARY: As a member of M Financial’s Legal and Corporate Governance team, you will be responsible for supporting the Chief Legal Officer and Board of Directors on a broad range of legal issues with a specific focus on corporate governance and compliance efforts.

RESPONSIBILITIES:
• Corporate Governance: Preparation and maintenance of corporate records, including board and committee materials, board minutes, resolutions and other governance documents. Assist with the organization of board and committee meetings and annual stockholder meetings.
• Legal Research and Document Drafting: Conduct legal research on various issues related to corporate law, securities and insurance law, including regulations, statutes and case law. Assist in drafting, editing and reviewing of legal documents such as contracts, agreements, and corporate governance documents.
• Project Oversight & Support: Contribute to a broad range of projects as assigned.

QUALIFICATIONS:

• Flexible and adaptable to changing work processes
• Proven ability to manage multiple demands and projects in a fast-paced work environment
• Strong understanding of risk management principles and practices
• Excellent analytical and problem-solving skills
• Effective communication and interpersonal skills to collaborate with stakeholders at all levels
• Detail-oriented with a strong focus on accuracy and quality
• Ability to work independently and manage multiple projects simultaneously
• Sound judgment and ability to make decisions in complex and ambiguous situations
• Collaborative mindset
• Understand and comply with company, policies, practices and procedures
• Proficient in the use of legal research tools such as Lexis Nexis
• Proficient in the use of Microsoft Office, especially Word, PowerPoint and Outlook

REQUIREMENTS:

• Minimum of 5 years of progressively responsible, related work experience
• Minimum of 3 years of corporate or legal experience (either at a law firm or in-house)
• Current Paralegal Certificate
• Corporate Secretary experience preferred

JOB CONDITIONS AND ENVIRONMENT:

• Hybrid work environment in Dallas, TX, primarily onsite 4 days/week 
• Normal office environment/desk assignment
• Extensive use of PC’s, computer terminal, display, keyboard, and mouse
• Potential for light travel, up to 10%
• Extensive hands-on work with documents, spreadsheets, and other applications

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.