Corporate Insurance Paralegal
Inizio Partners Corp
Paralegal Equity and Insurance
To assist the Legal Function. Should be capable of handling multiple legal assignments and ensure minimization of legal risks to the organization. Meeting deadlines with minimum turnaround time in handling legal matters.
Equity Plan Administration
Support corporate legal efforts on the administration of our clients equity programs with Fidelity.
Provide day‑to‑day project support by tracking status and work streams across all equity administration matters deals; support on international equity plans.
Ensure compliance and timely preparation of Forms 3, 4 and 5.
Support insider trading policy administration.
Maintain and improve internal tracking and process documents and databases, including an equity tracker and securities playbook.
Respond to requests related to equity admin matters received by the corporate team from various departments within the company, including the equity administration team within the finance department.
Assist in the administration of the insider trading policy, including managing trading window logistics and organizing/reviewing 10b5‑1 plans. Partner with our Equity Administration team to help oversee employee equity plans, including the employee stock purchase plan and international equity plans, grant approvals and administration, RSU releases, and audits.
Primary liaison between insurance broker and company.
Provide Certificate of Insurance for our clients customers (~600 COIs per year) as may be required by contract and respond to internal insurance queries in connection with contract negotiations.
Work to optimize insurance processes and ensure compliance.
Assist in the management of corporate governance matters for legal entities, including charter and by‑law changes, maintenance of minute books, stock registers and current officer and director listings.
Assist in the administration of Legal Team corporate projects, including putting together PowerPoints and other presentations.
Assist with board meeting presentations, researching relevant and necessary topics/data to include in the presentation deck.
Excellent skills with Microsoft Word, Excel and Power Point. Ability to leverage contract lifecycle tool and other legal automation apps/tools. Familiarity with constructing searches on Westlaw, Lexis Nexis and Google, including the use of Boolean search terms.
Must have excellent drafting skills; Will interact with the General Counsel, US Legal.
Able to work independently and meet deadlines with minimal daily supervision.
Legal qualification is desirable but not mandatory. Work Experience Requirements
At least 5 years of corporate legal/paralegal experience performing some or all of the tasks noted in the Primary Responsibility field above.
Interaction on a day‑to‑day basis with US Legal, General Counsel and internal clients.
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