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Legal Assistant / Paralegal

Legal Assistant / Paralegal

SteelPeak WealthNewport Beach, CA, United States
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Location : Newport Beach, CA (On-site) or Beverly Hills, CA (On-site)

Position Overview

We are seeking a highly skilled Legal Assistant / Paralegal to provide direct support to the Chief Legal Officer (CLO) of a Registered Investment Adviser (RIA). The position combines corporate paralegal responsibilities, litigation and regulatory support, and executive-level legal assistance. The ideal candidate will have experience in contract drafting, corporate governance, and litigation support within the financial services or securities industry.

Key Responsibilities

Paralegal & Corporate Legal Support :

  • Draft, edit, and review contracts, employment agreements, NDAs, vendor agreements, and operating agreements.
  • Assist with corporate governance, entity formation, and board / committee resolutions.
  • Maintain and organize corporate records, shareholder / partner agreements, and compliance files.
  • Conduct legal research and prepare memoranda for the CLO on regulatory, contractual, and corporate issues.

Litigation & Dispute Support :

  • Coordinate with outside counsel on litigation, arbitration, and regulatory enforcement matters.
  • Manage litigation calendars, discovery schedules, and filing deadlines.
  • Draft pleadings, discovery responses, subpoenas, and correspondence under attorney supervision.
  • Organize and review document productions, deposition transcripts, and expert reports.
  • Assist with trial / arbitration prep : prepare exhibits, binders, and witness coordination.

    • Regulatory & Compliance Support :

  • Support SEC and state regulatory filings (e.g., Form ADV, etc.).
  • Track deadlines, assist with audit preparation, and help respond to regulatory inquiries.
  • Maintain compliance manuals, policies, and advertising / marketing review files.

    • Executive & Departmental Support :

  • Provide high-level support to the CLO, including confidential correspondence and meeting preparation.
  • Liaise with internal teams, regulators, and outside counsel.
  • Prepare agendas, board packets, and draft meeting minutes.
  • Manage outside counsel invoices, track budgets, and process billing.

    • Qualifications

  • Bachelor’s degree required.
  • 3–5+ years of paralegal / legal assistant experience, including litigation and corporate law exposure.
  • Strong knowledge of litigation procedures, court rules, and regulatory requirements.
  • Excellent drafting, proofreading, and research skills.
  • Proficiency in Microsoft Office and document management systems.
  • Highly organized, deadline-driven, and able to manage multiple projects simultaneously.
  • High ethical standards and ability to handle confidential information with discretion.

    • Compensation & Benefits

  • $75,000 + benefits
  • Bonus potential tied to individual and firm performance.
  • Health, dental, and vision insurance.
  • 401(k) with employer match (eligible after one year).
  • Paid time off, holidays, and opportunities for professional development.

    • Work Environment

    This position is in-office and based in Newport Beach, CA or Beverly Hills, CA . Candidates must be available to work on-site during standard business hours, with occasional overtime based on litigation or regulatory deadlines.

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    Legal Assistant Paralegal • Newport Beach, CA, United States

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