Paralegal I

Responsibilities

• Prepare client registration statement updates, SEC filings, and forms
• Distribute client board and committee materials, including agendas, reports, and resolutions
• Prepare minutes for client board and committee meetings
• Maintain contractual agreements and corporate governance documents
• Manage regulatory calendars and filing processes
• Assist in developing legal administration procedures for board meetings and SEC filings
• Support daily legal administration operations and client-related projects

Requirements

• Undergraduate degree from an accredited college or university
• Paralegal certificate from an accredited institution
• 1-3 years of paralegal or legal administration experience in a corporate or law firm environment
• Knowledge of the Investment Company Act of 1940
• Proficiency with Microsoft Office Suite and Adobe Acrobat
• Strong organizational, multitasking, and analytical skills

About the Company

Ultimus provides comprehensive fund solutions and services to the investment management industry, supporting legal administration, compliance, and operational needs for diverse client bases.