Corporate Paralegal/Incorporator

Overview

This role involves developing a foundational understanding of retirement plans and corporate services, with a focus on establishing corporations for both new and experienced entrepreneurs. The Corporate Service Associate will communicate corporate responsibilities and state requirements clearly to clients.

Responsibilities

• Prepare and file documents to establish corporate entities, including Articles of Incorporation, Doing Business As (DBA) registrations, amendments, dissolutions, conversions from LLC to C-Corporation, revocations from S-Corporation to C-Corporation, foreign entities, and required state licenses
• Work with clients to obtain signatures on various documents
• Obtain Employer Identification Numbers (EINs) from the IRS and manage SS4 documentation
• Organize and prepare documents for banks and other related parties
• Prepare and send corporate minutes, bylaws, stock certificates, and addendums to clients
• Understand and communicate state requirements for corporations
• Collaborate with registered agents as needed
• Exercise judgment in determining acceptable data
• Communicate effectively with internal and external stakeholders

Requirements

• Professional interaction with employees, customers, and suppliers
• Ability to work independently and as part of a team
• Comfortable managing a high volume of incorporation services and organizational support duties
• Experience with process management systems and document/information management
• Strong verbal and written communication skills
• Attention to detail and accuracy
• Ability to plan and coordinate multiple projects simultaneously in a fast-paced environment
• Positive attitude, professionalism, and integrity
• Sound judgment and discretion

Compensation & Benefits

• Competitive salary
• Comprehensive benefits package including medical, dental, and vision insurance
• Long-term and short-term disability insurance
• Generous paid time off and paid holidays
• Fully remote work environment
• Opportunities for ongoing professional development and career growth
• Collaborative and supportive team culture
• Stable organization with a strong reputation and long-tenured employees

Location

Fully remote work environment