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Wells Fargo – Paralegal 2

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


Additional 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

Interested candidates can apply for the position at https://www.wellsfargo.com/about/careers/.

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Wells Fargo – Paralegal 1

The Wells Fargo Law Department has an opening for a Paralegal within its Litigation Section.  This individual will be a member of the Enterprise Litigation and Legal Order Processing Team in either:  San Francisco, CA or Charlotte, NC.


Researches and resolves issues and matters which may involve substantial legal or factual complexity, through detailed review and/or examination of documentation and/or factual investigation.  Provides background for specific client inquiries under the direction of an attorney.  May prepare or review agreements and documents customized provisions under the direction of an attorney.   Provides support to a specialized practice or functional area within the Law Department, requiring a high degree of analytical, written and oral communication and organization skills.  Able to identify specific as well as broad, underlying issues in area of expertise and work independently on complex assignments without direct supervision. 



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
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Other Desired Qualifications

  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Experience working in or with Financial Institutions.
  • Experience handling Third Party Subpoenas and various legal orders requesting bank records.
  • Experience processing federal and state civil and criminal legal orders.


Job Expectations: Paralegal certificate may be required in some states


Interest candidates can apply at https://www.wellsfargo.com/about/careers/.

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MUFG Union Bank – Cash Management Attorney, Vice President – #10013377-WD

The MUFG is recruiting for a Treasury Cash Management attorney. The attorney can be located in San Francisco, Los Angeles or New York.  Interested candidates should apply online and contact Lisa Lapicco at lIapicco@us.mufg.jp.




Join a financial group that’s as committed to your future as you are. At MUFG, we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our 14,000 diverse colleagues are connected by a common ambition to create change for the better—from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of global financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group.
Major Responsibilities:
MUFG Union Bank seeks an attorney with broad experience advising banks to join MUFG Union Bank’s legal team that supports global and domestic cash management/treasury management and deposit services provided by The Bank of Tokyo-Mitsubishi UFJ, Ltd., New York Branch (“Branch”) and MUFG Union Bank (“Bank”) to their multi-national and domestic clients. 
  • Provide legal counsel to the Branch and Bank’s businesses to assist with their development and delivery of cash management services to their multi-national and domestic clients. The position requires expertise in supporting the following cash management services:
    • Domestic and Global Cash Pooling
    • On-line banking
    • Deposit Services
    • Liquidity Management
    • Wire Transfer Services/ACH
    • Zero Balance Account
    • Controlled Disbursement
    • Account Reconcilement
    • Positive Pay
    • Remote Check/Check Issuance
    • Lockbox
    • Commercial Card
    • Merchant Services
    • Foreign Exchange
  • Draft and negotiate client agreements for the foregoing and new cash management products, including the ability to recognize and reconcile provisions in contracts for clients in foreign jurisdictions that may conflict with U.S. law and regulations
  • Advise on applicable bank operations
  • Counsel the deposit and cash management business units on banking and related laws and regulations applicable to the delivery of the respective cash management services by both a national bank and the U.S. branch of a foreign bank
  • Partner with compliance and risk management personnel to provide legal and regulatory guidance regarding policies and procedures for cash management services
  • Serve as consultative resource to other Bank in-house counsel




  • Candidate must be a member of the New York or California State Bar or otherwise qualified to practice law in California and/or New York as in-house counsel;
  • Strong preference for New York; alternatively Los Angeles
  • Minimum 4-6 years’ experience either as in house counsel with a bank, or experience with a law firm, providing advice to banks on cash management or related topics
  • Demonstrated ability to provide counsel and guidance on matters ranging from complex legal questions to routine day-to-day legal matters
  • Contract negotiating skills
  • Excellent issue spotting, risk assessment and problem solving skills
  • Ability to recognize, research and analyze complex domestic and foreign multi-jurisdictional legal issues and provide practical advice and solutions
  • Strong written and verbal communication and interpersonal skills
  • Excellent organizational skills and attention to detail
  • Flexibility and adaptability to changing priorities and deadlines and ability to manage multiple priorities
  • Initiative, strategic thinker and sound judgment; with the ability to influence, interact with and advise senior executives, build trusted relationships with clients and colleagues, deal constructively with conflict
  • Strong work ethic, self‐starter, reputation for timely transaction execution and comfortable in a fast‐paced environment.
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Head of Regulatory Relations – Bank of the West, San Francisco

A key executive role overseeing BancWest’s and Bank of the West’s regulatory activities, to be the primary liaison to the federal and state bank regulatory agencies, and support all divisions in related matters.  Serves as the central point of contact for regulators by facilitating exams and providing information requested for continuous supervision, exams and ad hoc inquiries. Directs and advises staff and business partners in preparation of examinations and inquiries. Oversees and coordinates responses to regulatory findings.  See link for full job description. 


Interested parties should contact Maranda Baird, Head of Recruiting, Bank of the West, maranda.baird@bankofthewest.com, 925.843.8498.

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Our client is a $4.4 billion community bank with over 50 branches located in Northern and Central California.  The Bank’s core business objectives include growing and diversifying earning by expanding commercial and consumer banking business.  Bank growth has been both organic and through acquisition.


The Position:

Reporting to the CEO, the General Counsel will provide bank wide legal consultation in all areas of law affecting banking operations, risk management, compliance, human resources and lending.  Additionally, he/she will be responsible for collaborating and managing the use of legal resources both internally and externally.



The ideal candidate will have prior in-house bank counsel experience with a strong preference for those with prior GC experience.  Some community banking experience would be ideal.  Business savvy with experience working enterprise-wide is essential.  Admission to the California Bar.


Inquiries, please contact:                    Michele Gil

                                                            Chrisman & Company

                                                            (213) 620-1192



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