Legal Support, Assistant Vice President

State Street • Boston, MA

10d

About The Position

A Paralegal, AVP typically holds a bachelor’s degree and at least six years of paralegal or related management experience, with a significant number of those years in the financial services industry. This role requires close collaboration with Fund Administration Legal attorneys and paralegals, delivering timely, high-quality client service. The individual should work independently, train junior staff, and possess strong knowledge of daily legal administration for mutual fund clients and the 1940 Act.
The following delineates the key responsibilities of a Paralegal, AVP:
Maintains up-to-date knowledge of legal developments.
Prepares materials for Board meetings—including agendas, memoranda, resolutions, draft minutes, and regulatory updates—and ensures timely distribution of Board packages to members and relevant parties in advance of meetings.
Drafts Board meeting minutes and resolutions for review by senior attorneys.
Prepares SEC filings, including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX, and Form N-CSR.
Manages compliance with corporate filing calendars and recurring Board agendas.
Coordinates with clients, outside counsel, State Street Fund Administration, and other fund service providers concerning fund-related matters.
Oversees special projects with clearly defined objectives and issues.
Assists in developing training programs for paralegal staff.
Acts as a resource for paralegals regarding legal, administrative, or operational queries.
Gains familiarity with each client’s distinct service requirements to ensure delivery of quality service.
Reviews current processes and collaborates with senior attorneys to implement revisions in response to regulatory changes or to improve efficiencies.
The following outlines the key attributes of a Paralegal, AVP:
Exhibits a high degree of integrity and professionalism.
Demonstrates strong written and verbal communication skills.
Collaborates collegially and respectfully with department colleagues.
Possesses effective time management abilities.
Capably manages multiple tasks and priorities concurrently.
Identifies and utilizes available resources efficiently.
Operates effectively with minimal supervision from senior attorneys.
Maintains comprehensive knowledge of pertinent statutes and regulations, as well as expertise in day-to-day legal administration.
Displays exceptional organizational skills.
Resolves issues impacting the prompt delivery of high-quality services to clients, seeking attorney assistance when necessary.

Requirements

• Exhibits a high degree of integrity and professionalism.
• Demonstrates strong written and verbal communication skills.
• Collaborates collegially and respectfully with department colleagues.
• Possesses effective time management abilities.
• Capably manages multiple tasks and priorities concurrently.
• Identifies and utilizes available resources efficiently.
• Operates effectively with minimal supervision from senior attorneys.
• Maintains comprehensive knowledge of pertinent statutes and regulations, as well as expertise in day-to-day legal administration.
• Displays exceptional organizational skills.
• Resolves issues impacting the prompt delivery of high-quality services to clients, seeking attorney assistance when necessary.
• bachelor’s degree
• at least six years of paralegal or related management experience, with a significant number of those years in the financial services industry
• strong knowledge of daily legal administration for mutual fund clients and the 1940 Act

Responsibilities

• Maintains up-to-date knowledge of legal developments.
• Prepares materials for Board meetings—including agendas, memoranda, resolutions, draft minutes, and regulatory updates—and ensures timely distribution of Board packages to members and relevant parties in advance of meetings.
• Drafts Board meeting minutes and resolutions for review by senior attorneys.
• Prepares SEC filings, including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX, and Form N-CSR.
• Manages compliance with corporate filing calendars and recurring Board agendas.
• Coordinates with clients, outside counsel, State Street Fund Administration, and other fund service providers concerning fund-related matters.
• Oversees special projects with clearly defined objectives and issues.
• Assists in developing training programs for paralegal staff.
• Acts as a resource for paralegals regarding legal, administrative, or operational queries.
• Gains familiarity with each client’s distinct service requirements to ensure delivery of quality service.
• Reviews current processes and collaborates with senior attorneys to implement revisions in response to regulatory changes or to improve efficiencies.

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level