Administrative Skills, Adobe Acrobat, Analysis Skills, Calendar Management, Customer Relations, Database Administration, Financial Services, Genetics, Identify Issues, Legal, Legal Support Skills, Manufacturing Assembly, Metrics, Microsoft Office, Multitasking, Needs Assessment, Operations, Organizational Skills, Problem Solving Skills, Regulatory Submissions, Time Management
SUMMARY
The Associate Legal Administrator performs general administrative and clerical duties in support of the Legal Administration Department. Additionally, this role may participate in the preparation and distribution of board materials and regulatory filings.
KEY ACCOUNTABILITIES
- Prepares and coordinates the preparation of various reports and metrics.
- Maintains calendars and databases.
- Assists with various department and client-related projects and initiatives.
- Administers board book preparation, production, assembly, shipping, and tracking, as needed.
- Participates in preparing and distributing client board and committee materials, including agendas, exhibits, reports, and resolutions, as needed.
- Participates in managing regulatory calendars and filing processes, as needed.
- Performs daily legal administration operations, as needed.
WORKING RELATIONSHIPS - Contact as needed with clients regarding general information, resolution of issues, inquiries, or reporting requirements.
- Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc.
May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE - Undergraduate degree from an accredited college or university.
KNOWLEDGE - Financial services industry.
- Relevant statutes and rules relating to the core job functions.
- Investment Company Act of 1940.
- Microsoft Office Suite.
- Adobe Acrobat.
SKILLS AND ABILITIES - Troubleshoots issues utilizing creative and critical thinking skills.
- Multitasking, analytical, and organizational skills.
- Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
- Demonstrates personal integrity, responsibility, and accountability.
- Effectively uses resources such as time and information in conjunction with associates.
- Participates in solving problems and making decisions.
- Presents and expresses ideas and information, written and oral, clearly, and concisely.
- Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
- Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
- Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
- Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.
Equivalent education, experience, and KSA's will be considered.
Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.U
Ultimus Fund Solutions, LLC