
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
October 10

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
• Support the drafting and negotiation of company agreements • Draft and review agreements include, without limitation, nondisclosure, real estate and vendor agreements (including amendments, side letters and ancillary correspondence) from approved forms for review by attorneys and internal business partners • Collaborate with internal business departments to collect data required for completion of agreements • Correspond with contract counterparties to ensure timely completion of agreements • Prepare agreement summaries for use by internal business partners • Provide administrative, general corporate and legal research support to the legal team: Coordinate execution and filing of agreements and other legal documents • Assist in administering company insurance programs to ensure insurance policies are current and curated • Conduct research using resources such as internal legal documents, online databases and other legal reference sources • Assist in privacy and information security compliance Support legal review and research related to data protection policies, privacy notices, and infosec protocols • Coordinate with IT and compliance teams to ensure legal alignment with cybersecurity frameworks and incident response plans • Assist attorneys with due diligence review of acquisition targets • Support legal integration activities for all acquired businesses, including tracking and completion of required post-closing legal deliverables • This position may include other responsibilities and tasks as assigned by management to support departmental and organizational goals
• Bachelor's degree preferred • Associate's degree with a Paralegal certificate and 3-5 years’ experience considered in lieu of Bachelor's degree • Paralegal Certificate from an ABA-accredited program • A minimum of two (2) years of relevant experience • Strong verbal, written, analytical, organizational and interpersonal skills • Flexibility in daily work schedule to meet company/client needs during periods of heavy workload • Superior verbal and written communication skills • Proficient with Microsoft Office Suite or related software.
• Medical, dental and vision coverage (Available to employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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