SFBAA Logo line


dot line

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/.

dot line