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 Specialist/Paralegal

Details
Country: USA
Location: Massachusetts-Boston Boston, MA 02110
Total applied: 40
Specialist/Paralegal

Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com Citi Inc. and its subsidiaries ("Citi") are equal opportunity employers M/F/D/V and do not discriminate on the basis of any legally protected status or characteristic.Perform select legal functions related to establishing and maintaining investment companies and private investment vehicles, mergers and reorganizations, proxies, board governance matters, insurance, exemptive applications and no-action letters. Support managing paralegal on all production related matters  Essential Duties and Responsibilities: Assist with the preparation of SEC filings, supporting Counsel, as requested. Coordinate the printing and distribution of prospectuses and proxy statements, including responsibility developing and implementing schedules, involving multiple variables and resources. Coordinate the proxy solicitations and tabulation arrangements and prepare shareholder meeting documents, vote reporting, draft minutes, and prepare shareholder meeting binder. Prepare and file trust and corporation documents and certain other necessary state filings, which require detailed analysis of document and filing requirements Prepare agendas, resolution, chairman scripts, minutes and debriefing memos for board meetings. Attend board meetings and record the minutes, at the discretion and request of Counsel. Maintain the official minute book. Coordinate the preparation, production and distribution of board meeting materials, including reviewing materials for accuracy and completeness Prepare initial draft of contracts/agreements and policies/procedures. Establish and maintain fidelity bond and D&O/E&O insurance coverage under supervision of Counsel Archival and retrieval of fund records, whether hard copy or electronic, including supervision of Legal Service Coordinators over the organization and maintenance of hard copy files and electronic files Support Counsel with SEC, state examination and internal audits Active participation and involvement with Legal Service Training Program Job Specifications: Bachelor’s Degree Paralegal certification from an ABA approved program One to three years of securities and corporate legal experience. experience. Knowledge of Investment Act of 1940 and/or the Securities Act of 1933 is preferred Research Skills Analytical ability Strong writing skills, including persuasive and analytical abilities Excellent judgmentStrong self-initiative and resourcefulness Effective interpersonal skills Time management skills Ability to multi-task Strong organizational skills Proofreading  

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