Legal Assistant

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Legal Assistant to the Foundation Risk Partners of FL team in Ormond Beach, FL.

Job Summary:

The Legal Assistant will be a member of our legal department and provide support to our Corporate, and Mergers and Acquisitions teams.

Essential Functions:

Provides support to Corporate and Merger and Acquisition team members in our legal department with the focus on business legal matters.

• Provide Corporate support to in house and outside counsel, including, Corporate Book maintenance, prepare consents, resolutions and minutes, review and track corporate document preparation and filings, and track investor transactions.
• Research and prepare documentation for the formation and maintenance of corporate, partnership and LLC entities.
• Draft or review documents for mergers, acquisitions, dissolutions, amendments and withdrawals.
• Maintain Organizational Chart for multiple entities.
• Maintain Director and Officer lists for multiple entities.
• Work with outside vendor in support of annual report filings for multiple entities in all jurisdictions.
• Support contract management in drafting various agreements including, NDA’s, 1099 agreements and real property leases.
• Provide Investor support to investor legal team including corresponding with investors, draft investment documents and track investors purchases and divesting of interest.
• Monitor and provide support to the licensing team to ensure compliance with state, local and federal regulations.
• Review monitoring reports for intellectual property, including trademarks, and report to legal team regarding findings. 
• Review and track trademark filings. Request and review UCC, Judgment and lien searches and filings.
• Prepare and track due diligence material for acquisitions; prepare and track Closing Binders and follow up on post close matters.
• Closing Binders and follow up on post close matters.

Competencies & Qualifications: 

• Superior written and verbal communication skills with the ability to comfortably interact with acquisition parties, outside counsel, vendors, executives and others in a professional manner.
• Exceptional interpersonal skills.
• Able to communicate concepts and ideas concisely and persuasively.
• Exceptionally detail-oriented with an aptitude to synthesize large amounts of information and develop innovative solutions.
• Strong problem-solving capability and analytical skills.
• Resourceful self-starter, able to work under pressure and manage time effectively. 
• Ability to lead a variety of transactions and projects simultaneously.
• Strong understanding of corporate law and ability to research same under direction of counsel.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.), Adobe Pro, SharePoint, SmartSheet. and Office 365.
• Ability to analyze company needs, participate in group planning and development and goal setting.
• Ability to communicate effectively with senior management, outside counsel, acquisition parties and other departments.

Education & Experience:

• M&A experience.
• Corporate governance experience.
• Associate degree in Paralegal studies or Paralegal experience a plus.
• Ability to work independently or in a team environment
• Ability to commit to and meet deadlines in a fast paced environment
• Ability to occasionally provide support outside of normal business hours
• Ability to work in a constantly changing environment
• Adhere to all policies and procedures of the company
• All other duties as assigned