The Paralegal will support legal matters, manage documentation for CITs, assist with legal research, and maintain accurate records. Strong analytical and interpersonal skills are essential in a fast-paced environment.
Why Great Gray?
At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.
The Role
Great Gray is looking to add a Paralegal/Senior Paralegal to our Legal Team. The Paralegal will support the (Collective Investment Trusts (CITs) and other products and services offered by our trust and administrative services businesses, in a rapidly evolving, high-growth environment.
The ideal candidate will have a minimum of 5 years of in-house or law firm legal experience, strong technical and communication skills, combined with the business acumen, commitment and emotional intelligence required to succeed in a fast-paced and dynamic environment. The ideal candidate will demonstrate a desire to learn about our business, the abilities to work well on a team and independently, and the professional and personal skill set required to work effectively with different functions across the firm.
Location
This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
Responsibilities
- Review, edit, draft the documents associated with our CITs, including fund declarations, sub-advisor agreements and amendments, participation agreements, and trust documents.
- Maintain accurate and complete records for our CITs and corporate entities.
- Prepare, make, support and track external filings required for our CITs and corporate entities.
- Provide both CIT-specific and general support to the Legal team. Assist as need be with information gathering, legal research and coordination with other teams.
- Collaborate with other teams to administer and continually improve our business practices and procedures.
- Assist with maintenance of a legal tracker for the purpose of tracking and assigning various legal tasks.
- Other legal work as required to support the goals of the Legal team and the firm.
- The role is a hands-on position. A successful candidate will be eager and able to move seamlessly between shifting priorities and partner with the other members of the Legal team and the business to manage and achieve expectations.
- Complete other related duties as assigned
Qualifications & Experience
- Bachelor’s degree, an associate’s degree in paralegal studies, a paralegal certification from an accredited program (e.g. NALA, NFPA), or Certified Employee Benefit Specialist designation.
- Minimum of 5 years in-house corporate legal department or law firm experience preferred.
- Experience supporting retirement plans, retirement plan administration and/or retirement plan investment service providers preferred.
- Proficient knowledge/use of Microsoft Office applications and experience with CLM applications preferred.
- Demonstrated ability to be organized, work independently and maintain quality of work while meeting established deadlines.
- Advanced decision-making, problem-solving and analytical skills with particular attention to detail and accuracy.
- Strong interpersonal skills and sense of responsibility. Occasional after-hours support may be required during peak times.
- Excellent written and verbal communication skills and the ability to communicate effectively with all levels of Great Gray and with external stakeholders.
- Thrives in a high growth, dynamic, environment with rapidly changing priorities.
- Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.
Benefits
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
· Be an integral part of an early-stage, high-growth organization!
· Hybrid work environment
· Competitive compensation package including 401(k) with elective and non-elective match opportunities
· Lifestyle spending allowance program
· Medical, Dental, Vision Insurance
· Employer-paid life and disability insurance
· Generous paid time off program
Company Background
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $240 billion in CIT assets under management, across more than 800 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.
CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.
Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.
Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.
Investor Background
MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.
Equal Employment Opportunity Policy
Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
Accommodation Statement
Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: [email protected]
Top Skills
Clm Applications
MS Office
Great Gray Trust Company Boston, Massachusetts, USA Office
53 State St, Boston, Massachusetts, United States, 02109
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