Job Description:
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.
The Job/What You'll Do:
The Contracts Paralegal will provide important support to the team of in-house counsel at AssetMark, reviewing vendor contracts and assisting with research and monitoring of new legal and regulatory developments.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA.
Responsibilities:
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Review and edit Non Disclosure Agreements
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Work with members of the business to review and edit vendor contracts
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Provide support to the team of attorneys within our legal department, liaising with outside counsel as and when directed by in-house attorneys
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Provide legal support in preparation and review of non-standard client agreements and side letters
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Review legal and proposed regulatory developments impacting the AssetMark business lines, participate in working groups to prepare for compliance with new laws
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Assist with preparing necessary client communications
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Other duties as assigned
Knowledge, Skills, Abilities:
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Thorough knowledge of legal principles and practices and legal terminology
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Knowledge of local, state and federal laws and regulations a plus
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Highly organized, detail-oriented, and capable of monitoring and completing a variety of projects simultaneously
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Self-motivated and self-directed with strong communication skills
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Efficient and with a strong work ethic
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Great people skills, collaborative approach and a team player
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Relevant computer software knowledge and experience (including MS Office Suite)
Education & Experience:
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Paralegal certification preferred
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Bachelor’s degree, Associate’s degree or certificate program in paralegal studies or equivalent relevant work experience required
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Experience with in-house corporate legal department a plus
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Experience in the financial services industry a plus
Compensation: The Base Salary range for this position is between $80,000-$95,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer:
AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
- Flex Time Off or Paid Time/Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
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