Paralegal II
- Compensation
- Not disclosed
- Location
- Coconut Creek, FL, US
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- Not specified
- Category
- Legal
- Posted
Must have
- Bachelor’s degree required; Paralegal certificate desirable but not required.
- 2–5 years of relevant experience in legal administration, corporate paralegal work, or related field.
- Excellent organizational skills and attention to detail.
- Strong interpersonal and communication skills; able to collaborate with executives, attorneys, and external stakeholders.
- Demonstrated ability to exercise judgement on routine matters and escalate appropriately to the General Counsel or in-house attorneys.
- Demonstrated ability to manage multiple projects and deadlines at once with minimal oversight.
- Proficiency in Microsoft Office, Adobe, and document management systems.
- Ability to handle confidential information with discretion and adapt to shifting priorities.
Full description
Summary:
The Paralegal II provides support to the General Counsel and legal team across corporate, finance, and compliance matters. This role requires strong organizational skills, confidentiality, and the ability to manage multiple priorities. The incumbent works closely with internal stakeholders, outside counsel, and third-party vendors to ensure accurate documentation, efficient processes, and compliance with legal and regulatory requirements
Responsibilities:
Corporate, Compliance & Finance Support
- Draft trust agreements, security documents, and UCC statements for various financing facilities in connection with asset purchases, refinancings, and sales; manage document execution and required UCC filings; circulate final copies to counterparties; track and update internal records.
- Assist with new financing facilities, including setting up data rooms, gathering/uploading documents, coordinating execution, and tracking receipt of closing sets from outside counsel.
- Provide advanced legal support on company transactions, financing, and cross-functional projects.
- Provide legal support in connection with general corporate matters, as directed by the General Counsel and legal team.
- Provide legal support in connection with general registered investment adviser matters, as directed by the Chief Compliance Officer and the Deputy Chief Compliance Officer.
Legal Administration
- Draft and track NDAs; maintain records and coordinate execution.
- Process legal invoices, including invoice review and approval routing.
- Coordinate and manage correspondence with outside counsel and third-party vendors.
- Assist the General Counsel with budget oversight for the legal department; track legal expenses by matter and function; prepare quarterly legal spend reports for the General Counsel and the Accounting team.
- Maintain tracking lists for outside counsel, engagement letters, and subscriptions (e.g., Practical Law, Legal Tracker).
- Assist the KYC/Compliance Officer with completing Customer-Requested Know-Your-Customer (KYC) documentation and screenings; maintain records and coordinate approvals.
- Support trademark and intellectual property tracking, including renewals and watch notices.
- Maintain templates and records for standard legal agreements (e.g., IATA/GTA).
General Administrative Support
- Assist in onboarding/training new lawyers on NDA drafting and document retention procedures.
- Manage expense reporting for assigned executives.
- Coordinate office supply orders, records storage/shredding, and IT-related support with WLFC IT.
- Provide backup support during staff absences, including legal documentation, compliance, and technical requests.