Paralegal 2

Job Description

Job Description

Key Responsibilities:

  • Support team of attorneys and a senior paralegal in the review and compilation of materials for in-person and interim telephonic meetings of mutual fund board of trustees
  • Lead meetings with attorneys and senior business managers as part of the preparation for closed-end fund telephonic board meetings
  • Plan and coordinate annual due diligence (non-official) board meeting
  • Record minutes of limited portions of board meetings
  • Maintain and update fund agreements and plans
  • Assist in corporate governance processes for investment adviser subsidiaries

Other duties and special projects as necessary

Required Qualifications

  • 3+ years of paralegal experience

Desired Qualifications

  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Strong organizational, multi tasking, and prioritizing skills
  • Strong research skills
  • Ability to work in a fast-paced deadline driven environment
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • A BS/BA degree or higher

Other Desired Qualifications

  • Minimum 3 years' experience as a legal assistant/paralegal in a law firm or corporate legal environment supporting corporate governance and/or corporate law matters
  • High degree of organizational and project management skills, including ability to manage multiple complex projects with changing priorities and with close attention to detail
  • Prefer experience with investment management industry
  • Paralegal certificate desirable, but not required
  • Dependability and a high degree of professional motivation
  • Positive and professional demeanor
  • Capability to efficiently and effectively solve problems

Job Expectations

  • Paralegal certification may be required in some states


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


Meet Some of Wells Fargo's Employees

Lauren S.

Audit Manager

Lauren audits Wells Fargo’s financial reports to assess accuracy and risk. She reviews processes in place, analyzes management controls, and communicates calculations and findings with business partners.

Andrew M.

Innovation Consultant

Andrew incorporates his risk management and creative skills to strategize new and insightful ways to engage customers who interact with Wells Fargo’s various financial products and services.

Back to top