Who we are looking for

A Senior Paralegal will have significant responsibility for the provision of day-to-day legal administration services to one or several clients. The Senior Paralegal must demonstrate an ability to work with general direction from attorneys or a Paralegal Manager and must be adept at juggling priorities for large and complex and/or multiple clients in order to meet regulatory and other deadlines based on changing client and department needs. In addition, the Senior Paralegal must demonstrate a good working knowledge of legal administration services typically provided to ETF and mutual fund clients. 

Why this role is important to us

In today’s dynamic regulatory environment, our team provides an efficient and cost effective solution to clients looking to outsource board meeting services and SEC regulatory and filing matters. This knowledgeable global team provides a flexible and fluid service model and is comprised of experienced and focused professionals. Our team frees up the clients’ internal legal staff to focus on the clients’ strategic initiatives, playing an important role in the overall success and growth of our clients.

What you will be responsible for

As a Senior Paralegal, AVP you will be responsible for:

• Preparing board meeting materials (agendas, memoranda, resolutions, draft minutes, regulatory updates) and coordinating the preparation of board packages (e.g., PDFs, uploads to board portals) to board members and other interested individuals prior to board meetings.




• Drafting board meeting minutes and resolutions for review by attorneys.




• Preparing filings with the SEC (including annual updates to Registration Statements on Form N-1A, supplements, Form N-PX, Form N-CSR, information statements and proxy statements).




• Mapping and updating disclosures and data on ProNavigator, a disclosure content management system.




• Maintaining and adhering to corporate filings calendars and recurring board agendas.




• Coordinating with clients, outside counsels, independent auditors, other State Street teams and other third-party fund service providers, including sub-advisers, with respect to fund issues. 




• Working at the general direction of an attorney in the delivery of legal administration services to clients.

Participating as requested in special projects for which the issues and objectives are clearly defined.

What we value

• Demonstrates high level of integrity and professionalism.




• Possesses strong written and oral communication skills.




• Works collegially with and is respectful of other department members.




• Possesses strong time management and organizational skills.




• Can handle multiple tasks and multiple priorities for various clients.




• Identifies resources available and utilizes them effectively.




• Establishes close working relationships with and provides high quality service to clients.




• Exercises good judgment regarding when to ask questions and to raise issues with more senior staff.




• Demonstrates independent follow through on issues and tasks.




• Capable of independently producing high quality routine paralegal work with only general supervision.

Effectively communicates status of projects to appropriate persons in a timely manner.

Education & Preferred Qualifications

• 8 – 10 to ten years of experience as a paralegal, with a majority of those years in the financial services industry.




• Bachelor's degree. 

Additional requirements

• Prior Investment Company Act of 1940 experience at an asset manager, other third party administrator or law firm required.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers