Legal & Compliance Associate

Job not on LinkedIn

October 23

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Logo of OptiNizers

OptiNizers

B2B • SaaS • HR Tech

OptiNizers is a company dedicated to helping businesses thrive by providing a range of remote talent services including executive virtual assistants, customer service, social media management, and graphic design. They emphasize optimizing and organizing business tasks to alleviate bottlenecks, enhance efficiency, and support growth. OptiNizers partners with clients to turn their business aspirations into reality, positioning themselves as allies in the entrepreneurial journey.

2 - 10 employees

Founded 2021

🤝 B2B

☁️ SaaS

👥 HR Tech

📋 Description

• Update, maintain, and reconcile cap tables and other equity ownership records for clients. • Assist in preparing and organizing corporate filings, board resolutions, and other compliance-related documents. • Ensure all corporate and investor documents meet the firm’s accuracy and confidentiality standards. • Review employment, separation, and HR-related agreements for accuracy and compliance with corporate policies. • Assist in the drafting and coordination of client engagement letters, basic commercial agreements, and internal legal documents. • Collaborate with legal counsel to ensure timely preparation, revision, and execution of contracts. • Support the preparation of investor reports, summaries, and due diligence materials for presentations and filings. • Help manage client deliverables and maintain proactive communication regarding document status and requirements. • Uphold professionalism and discretion in all interactions with clients, partners, and internal teams. • Coordinate with finance teams to verify equity, ownership, and investment-related data. • Contribute to the preparation of financial summaries and compliance documentation for investors and stakeholders. • Track, organize, and manage data used in fundraising, corporate transactions, or investor updates. • Maintain a robust document management system for contracts, financial records, and compliance files. • Support senior consultants with project tracking, document preparation, and internal reporting. • Ensure precision, confidentiality, and efficiency across all administrative workflows.

🎯 Requirements

• Background in corporate law, finance, investor relations, or consulting is highly preferred. • Familiarity with corporate governance, equity structures, legal documentation, and HR agreements. • Excellent attention to detail, strong analytical thinking, and proficiency in tools such as Google Workspace, Excel, Notion, and cap table management systems. • Professional, diligent, and comfortable working within a fast-paced, confidentiality-driven consulting environment. • Highly organized, trustworthy, proactive, and able to handle multiple priorities with accuracy. • Genuine interest in corporate advisory, investor relations, and the intersection of legal and financial strategy.

🏖️ Benefits

• Professional Growth: Gain exposure to high-level corporate transactions, investor relations practices, and legal-finance consulting processes • Collaborative & Growth-Oriented: Work directly with consultants, legal professionals, and finance teams

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