Contract Specialist, M1 Finance
Securities & Banking
+ Stock Options
Financial portfolio management app
Job no longer available
Financial portfolio management app
201-500 employees
Job no longer available
+ Stock Options
201-500 employees
Company mission
To rethink what’s possible with personal finance.
Role
Who you are
- 6-10 years of corporate paralegal experience
- Contract Specialist experience in the financial industry; broker-dealer or banking preferred
- Preference given to FINRA Series 24
- Bachelor's degree in paralegal studies, legal studies, or a related field
- Relevant paralegal certification or accreditation
- Superb contracting skills required
- Strong knowledge of legal concepts, procedures, and documentation related to corporate and financial services law
- Proficiency in legal research tools, contract management software, and MS Office Suite
- Excellent organizational, communication, and multitasking skills
- Ability to maintain confidentiality and work with a high degree of accuracy and attention to detail
What the job involves
- As a Contract Specialist, you will be an integral member of the Legal team and provide legal and administrative support to our Assistant General Counsel
- Legal Document Preparation and Review:
- Draft, review, and edit legal documents, contracts, agreements, and other legal correspondence under the supervision of attorneys
- Ensure accuracy and compliance with legal requirements and corporate policies
- Contract Management:
- Manage and maintain a contract database, including tracking contract expirations, renewals, and amendments
- Assist in negotiating and finalizing contracts, ensuring terms and conditions are in line with company policies and legal guidelines
- Corporate Governance:
- Assist in maintaining and organizing corporate records, including articles of incorporation, bylaws, board resolutions, and meeting minutes
- Coordinate and support corporate governance matters, such as annual meetings and regulatory filings
- Legal Research and Analysis:
- Conduct legal research on various topics, statutes, regulations, and case law to support legal opinions and decision-making
- Summarize research findings and provide recommendations to legal team
- Litigation Support:
- Assist in preparing legal documents and evidence for litigation, including discovery requests, responses, and pleadings
- Coordinate with external counsel and internal teams to gather information and materials for litigation cases
- Compliance and Regulatory Matters:
- Assist in monitoring changes in laws and regulations affecting the corporation and ensuring compliance with legal requirements
- Prepare compliance reports and documentation as needed
- Due Diligence and M&A Support:
- Support due diligence efforts for finance and VC funding, mergers and acquisitions, including document review and analysis
- Assist in preparing due diligence reports and coordinating with internal and external stakeholders
- Communication and Collaboration:
- Communicate effectively with internal departments and external stakeholders to obtain necessary information and documents
- Collaborate with attorneys and other paralegals to prioritize and manage workload effectively
Our take
Managing your finances can be a job in and of itself - working out where to invest or when to use credit among other challenges. M1 sets out to make your life easier with its customizable, automated portfolio management app.
It operates as something between a robo-advisor and a brokerage, offering over 80 pre-prepared portfolios with a wide range of asset allocations. Users can choose a pre-existing template or build their own portfolio, and similarly, users take active control over investments or let M1 automate them. The app is completely free but offers a premium subscription service for those who want lower rates and more investment windows.
With over $6 billion in assets, M1 has grown significantly since 2020, almost tripling in size in three years and becoming a unicorn.
Steph
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Company benefits
- Unlimited PTO
- Comprehensive health, dental, vision, disability, and life insurance
- Stock options for all employees
- Retirement benefit with employer match
- $500 to spend on home office equipment while working from home
- Stylish M1 swag
- Office in the Loop with a Game Room and Gym
Company HQ
Chicago Loop, Chicago, IL
Leadership
Brian Barnes
(CEO)Also Owner and Chairman of the Board at First National Bank of Buhl-Mountain Iron.
Salary benchmarks
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