Careers

Our firm is currently interviewing for a Paralegal/Legal Assistant role to maintain and service current client relationships. The position will include:

• On-the-job training;
• Heavy client contact, legal research and document drafting;
• Leading RIAs and their representatives through the SEC and/or state registration process;
• Completing required regulatory annual filings;
• Creating and/or revising RIA disclosure documents, advisory agreements, and compliance documents;
• Reviewing marketing materials;
• Reviewing and/or drafting employment agreements;
• Formation of legal entities;
• Travel during portions of the year.

Qualifications/Specifics:

• Full time employment;
• Bachelor’s Degree (English Major or Business Major, a plus) and/or Paralegal Certificate from an ABA Certified program;
• Working knowledge of Investment Advisor’s Act, 1940 Act (Investment Company Act), other securities regulations and/or FINRA Rules helpful;
• Expertise in the Microsoft Office Suite;
• Strong attention to detail, responsiveness and ability to take initiative;
• Ability to prioritize and handle numerous competing demands in a high-volume, fast-paced work environment with frequent urgent deadlines;
• Ability to work independently or as a team member, and manage projects and time efficiently;
• Should possess a professional manner and judgment to enable a good working relationship with clients and co-workers;
• Excellent communication, organizational and interpersonal skills.

If you’re interested in becoming a part of the PJB Law team, please email a copy of your resume and cover letter to info@pjblawoffice.com.