• Transactional Paralegal

    Job Locations US-FL-Clearwater
    # of Openings
  • Overview



    Primary role is to assist in various types of legal matters and provide assistance in preparing legal documents; research and compile data; prepare drafts of documents; and maintain responsibility for files across the Premier Family of Companies. Secondary function is to serve as a backup to other department roles which include Government-issued and/ or regulatory licenses, applications, credentialing, and contracting and to ensure compliance of same.


    Essential Duties and Responsibilities:


    • Handle formation of new entities, including corporations, limited liability companies, partnerships, in all states and corporate structure of same
    • Create basic organization documents, including articles or certificates of incorporation, amendment and dissolution, initial stock purchase agreements, stock certificates and stock ledgers, operating agreements, and written consents
    • Prepare and file statutory filings with Secretaries of State, including annual statements of information, amendments, conversions, mergers, and dissolutions
    • Complete and file Forms SS-4 to obtain EINs, as well as complete and file Fictitious Business Name Statements with the appropriate government entities
    • Administer tracking system for periodic filings and other ongoing obligations
    • Contract drafting/development, maintenance, review, retention and termination
    • Assist in due diligence in regard to Mergers and Acquisitions and corporate refinancing/restructuring deals
    • Prepare final closing book and draft necessary documents in regard to Mergers and Acquisitions and corporate refinancing/restructuring deals
    • Participate in closings and post-closing activities, including: prepare initial draft of closing checklist, organize and maintain closing files, closing book index, written consents, approvals of transaction agreements, certificates and disclosure schedules; order certified copies and good standing certificates; handle distribution and collection of signature pages, agreements and original certificates (e.g. stock certificates, unit certificates and notes); and provide other general support
    • Research new licensing requirements and objectives for new or expanding opportunities within the Family of Companies
    • Respond to requests for information
    • Collaborate with other departments (e.g., Finance, Legal, Compliance, Human Resources, etc.) to obtain or provide information or to direct compliance issues to appropriate existing channels for investigation and resolution
    • Research any unknown or new aspect of any business requirement
    • Assistance with filling gaps within the department where needed
    • Special projects as assigned


    Other Responsibilities:

    • Adheres to the policies and procedures of The Premier Family of Companies
    • Maintains strict confidentiality of company, personnel, and member information
    • Demonstrates a strong commitment to the mission and values of the organization
    • Adheres to company attendance standards
    • Performs other duties as assigned


    Supervisory Responsibilities:   None




    • Strong organizational and interpersonal skills
    • Excellent written and verbal communication skills
    • Detail oriented
    • Ability to multi-task and work independently
    • Sound judgment
    • Must be resourceful and self-reliant


    Education and/or Experience:


    • Bachelor's Degree or Paralegal Certificate from ABA-approved paralegal program
    • Minimum of 2-5 years of relevant experience as a corporate paralegal, in the areas of corporate governance, venture capital finance, emerging growth companies and private company mergers and acquisitions. Understanding of various states' incorporation rules, corporate filing guidelines and required documentation for corporate matters, including business formation, dissolution, and mergers and acquisitions
    • Experience in the areas of real estate acquisition, leasing, management and disposition preferred
    • Excellent planning and organization skills, including the ability to manage several projects concurrently and strong attention to detail
    • Excellent communication and interpersonal skills; positive and driven attitude
    • Able to work well under pressure and maintain all deadlines, and be able to adapt to multiple, conflicting and/or shifting deadlines
    • A proactive approach and the ability to work "hands-on," as required
    • Able to work both independently and collaboratively
    • Comfortable interacting with attorneys, staff, clients and outside vendors



    Certificates, Licenses, Registrations:


    Paralegal Certificate


    Computer Skills:


    Solid technology skills and knowledge of key software systems, particularly MS Office Suite (Microsoft Excel and Adobe Acrobat Pro DC)


    Environmental Factors/Physical Demands:


    Work is performed in an office environment. While performing the duties of this job, the employee is regularly required to have the ability to maintain active customer and employee communication; access, input and retrieve information from the computer system; enter alpha-numeric data into a computerized system often while listening on the telephone. May be subject to repetitive motion such as typing, data entry and vision to monitor. May be subject to bending, reaching, kneeling, stooping and lifting up to thirty (30) pounds.


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