The Role
Provide corporate governance and transactional paralegal support: prepare board and entity materials, maintain minute books and subsidiary records, assist with M&A diligence and closings, conduct research, manage legal operations and document workflows, support shareholder inquiries, and coordinate with vendors, attorneys, and business partners.
Summary Generated by Built In
Job Summary & ResponsibilitiesPreferred Qualifications
Responsibilities include but are not limited to:
- Corporate & Governance Support
- Assist attorneys with corporate governance matters, including preparation of board, committee, and subsidiary materials.
- Maintain corporate records, minute books, resolutions, entity charts, and related documentation.
- Prepare corporate documents for attorney review and execution, including written consents, resolutions, secretary's certificates, certificates of incumbency, and officer certifications; coordinate signature collection and maintain final, fully executed versions.
- Maintain and regularly update subsidiary organizational charts, director/officer lists, and related corporate data; respond to internal and external requests for corporate information (e.g., good standing, authorized signers, entity details) in a timely, accurate manner.
- Support entity management, including formations, dissolutions, qualifications, and ongoing compliance; prepare and submit annual, biennial, and other periodic state filings (e.g., annual reports/statements of information) and follow up with
- Secretaries of State, Departments of Taxation, and other government agencies to confirm status and resolve issues.
- Interface with third party vendors and service providers, including entity management firms, corporate governance platforms, registered agents, transfer agents, and outside counsel.
- Transactional & Legal Document Support
- Draft and revise routine legal documents, correspondence, and agreements under attorney supervision.
- Assist with M&A and other transactions by organizing diligence materials, tracking deliverables, and preparing closing binders.
- Manage execution, filing, and distribution of legal documents.
- Research & Analysis
- Conduct legal and factual research using internal and external resources.
- Summarize findings clearly and concisely for attorney review.
- Track regulatory and legal developments as directed.
- Legal Operations & Coordination
- Coordinate with internal business partners to collect information and documentation needed for legal matters.
- Assist with responses to internal requests, audits, and regulatory inquiries.
- Leverage legal technology (e-signature, document management, entity management, and workflow tools) to improve speed and accuracy; comfort evaluating and using emerging tools, including AI-enabled features, in a responsible and confidential manner.
- Improve and maintain legal processes, templates, and workflows to enhance efficiency.
- Support escheatment matters, including coordination of required filings, documentation tracking, and responses to internal information requests, in collaboration with Legal and business partners.
- Shareholder & Investor Relations Support
- Serve as a point of contact for routine shareholder inquiries, coordinating with Legal, Investor Relations, and outside agents as appropriate.
- Prepare and respond to shareholder requests, including coordinating transactions or transfers, document requests, and ownership confirmations.
- Maintain records of shareholder communications, requests, and responses.
- Escalate sensitive, novel or potentially contentious shareholder matters to attorneys.
- Document & Matter Management
- Organize, maintain, and retrieve electronic and physical legal files.
- Ensure accurate recordkeeping and version control.
- Support the Legal Department with matter tracking and reporting.
- General Legal Support
- Support multiple attorneys simultaneously while prioritizing assignments.
- Handle sensitive and confidential information with professionalism and discretion.
- Perform other related duties as assigned to support the Legal Department.
Required Skills:
- Excellent organizational, communication, and time management skills.
- Ability to manage competing deadlines in a fast-paced environment.
- High level of discretion, judgment, and attention to detail.
- Strong interpersonal skills and professionalism when partnering with attorneys, business stakeholders, outside counsel, and government agencies.
- Technology-forward mindset, including proficiency with Microsoft 365 tools and comfort learning new software (e.g., document management, entity management, e-signature), including AI-enabled tools, while maintaining confidentiality.
- Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
Required Experience:
- High Diploma or GED equivalent and minimum of 5 years of paralegal experience, preferably in a law firm or in-house legal department, with strong knowledge of legal terminology, document drafting, and legal processes, and experience supporting corporate, transactional, or governance work.
Preferred Experience:
- Paralegal certificate or bachelor's degree, law firm experience supporting corporate, securities, litigation, or regulatory practices; experience working with document management systems; experience with entity management platforms and/or board or governance tools such as CSC, Diligent, or similar systems, including maintaining complex subsidiary structures; and comfort working across multiple practice areas and with senior stakeholders.
Skills Required
- Minimum of 5 years paralegal experience with corporate, transactional, or governance work; strong knowledge of legal terminology, document drafting, and legal processes
- High School Diploma or GED (or equivalent)
- Excellent organizational, communication, and time management skills; ability to manage competing deadlines in a fast-paced environment
- High level of discretion, judgment, and attention to detail when handling sensitive and confidential information
- Strong interpersonal skills and professionalism when partnering with attorneys, business stakeholders, outside counsel, and government agencies
- Technology-forward mindset and proficiency with Microsoft 365 and Microsoft Office (Word, Excel, Outlook, PowerPoint); comfort learning document management, entity management, e-signature, workflow tools, and AI-enabled features
- Ability to prepare board, committee, and subsidiary materials, maintain minute books, resolutions, and entity records; manage filings and coordinate with Secretaries of State and government agencies
- Paralegal certificate or bachelor's degree
- Law firm experience supporting corporate, securities, litigation, or regulatory practices
- Experience with document management systems and entity management platforms/board tools (e.g., CSC, Diligent) and maintaining complex subsidiary structures
- Experience supporting M&A diligence, preparing closing binders, and managing transactional document execution
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
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The Company
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
