Paralegal, Assistant Vice President at State Street in Boston, Massachusetts

Job Description:

Who we are looking for

A Paralegal, AVP will generally have a bachelor's degree and at least eight years of experience as a paralegal or equivalent management experience, with a significant number of those years in the financial services industry. A Paralegal, AVP must work closely with the attorneys and paralegals to ensure that high-quality service is delivered to clients on a timely basis. He or she must demonstrate an ability to work with minimal direction from senior attorneys and an ability to train and mentor junior staff. In addition, a Paralegal, AVP must demonstrate a thorough working knowledge of the provision of day-to-day legal administration services to mutual fund clients and of the 1940 Act.

Why this role is important to us

You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer - across all of our locations, products, and capabilities.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

What you will be responsible for

As Paralegal, Assistant Vice President you will

• Responsible for keeping current with legal developments.


• 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).


• • Maintains and takes responsibility for compliance with corporate filings calendars and recurring board agendas.


• • Coordinates with clients, outside counsel, State Street Fund Administration and other fund service providers with respect to fund issues.


• • Supervises special projects for which the objectives and issues are clearly defined.


• • Assists in the development of a training program for paralegals.


• • Serves as a resource for paralegals regarding legal, administrative or operational issues.


• • Becomes familiar with the unique service requirements of each client to ensure quality service is delivered.


• • Reviews current processes and, in consultation with senior attorneys, revises processes to address regulatory changes, efficiencies or weaknesses.

These skills will help you succeed in this role

• Demonstrates high level of integrity and professionalism.


• • Possesses strong communication skills, both written and verbal.


• • Works collegially with other department members and is respectful of other department members.


• • Possesses strong time management skills.


• • Proficiency using a content management system to complete annual updates to Registration Statements.


• • Handles multiple tasks and multiple priorities.


• • Identifies resources available and utilizes them effectively.


• • Works with minimal direction from a senior attorney.


• • Has a strong working knowledge of relevant statutes and rules, and a mastery of day-to-day legal administration services.


• • Demonstrates superb organizational skills.


• • Can effectively resolve, with attorney assistance if required, issues impacting the timely delivery of high-quality services to clients.

• Bachelor Degree

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Salary Range:

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.