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Oklahoma City, Oklahoma, United States
Onsite
This paralegal role will support the Family Office General Counsel providing legal services to the family office, holding companies, affiliates, and family ownership entities (including family trusts). This role focuses on preparing and reviewing legal documents in the areas of trust administration, corporate transactions, contracts, and governance; conducting legal research and analysis with minimal supervision; and communicating information clearly and effectively to family members, internal clients, attorneys, and external parties
Requirements:
Bachelor's Degree preferred or requires Paralegal certification by an American Bar Association accredited program in lieu of Bachelor's Degree and minimum of five years experience as an insurance, transactional, litigation and/or employee benefits specialist legal assistant/paralegal.
Minimum of five years of legal assistant/paralegal experience in a relevant legal specialty, including trust administration, corporate governance, transactions, investments, M&A support, employee benefits, litigation, general corporate matters, and project management.
Experience drafting, reviewing, organizing, and managing legal documents related to trusts, corporate governance, investment transactions, M&A due diligence, entity records, related-party transactions, and closing materials.
Strong ability to coordinate with internal stakeholders, trustees, family office teams, company officers, outside counsel, accountants, investment advisors, and other external advisors to manage legal projects and respond to legal inquiries.
Demonstrated experience managing transaction support, including due diligence, virtual data rooms, deliverables, closing conditions, post-closing obligations, closing binders, and special legal projects.
Proficiency with legal technology, document management systems, matter tracking, workflow improvements, and process enhancements designed to improve efficiency, consistency, visibility, and risk management.
Strong analytical, organizational, written and verbal communication, interpersonal, and consultative skills, including the ability to support training on trust administration, governance, transactional processes, and compliance obligations.
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