Legal Assistant or Paralegal - Part-Time

Posting Duration: This posting will close at the end of July and will only be extended if we need to see more candidates to fill the position.

POSITION SUMMARY

Forum Investment Group LLC ("Forum") is a boutique investment management firm with a focus in multi-family real estate. Forum is seeking a Legal Assistant or Paralegal with experience in corporate law and real estate law to support the legal department. Duties will include, but not be limited to the following:

Essential Functions:

• Assist with maintaining corporate books for all Forum and Forum-related entities including domestic and foreign filings, annual renewals, membership assignments, written consents, amendments and 1031 exchanges.
• Assist with corporate records maintenance to include ongoing corporate operations, including directors and officers resolutions, and amendments of incorporation.
• Assist the Chief Compliance Officer & General Counsel with maintaining the compliance program (monitoring/tracking various projects, employee certifications, updating policies and procedures, supporting policy trainings, etc.)
• Logging and maintaining records and filings related to regulated and unregulated portions of Forum's business.
• Monitor/track status of state and federal registrations and/or exemptions.
• Assist with creating and maintaining an internal document management system.
• Supporting certain aspects and stages of fund formation and fund transactions (including real estate transactions).

Supervisory Responsibilities: None.

Other Skills, Duties & Qualifications:

• Extremely meticulous, with an ability to proof material and deliver accurate and high-quality work.
• Prepare effective correspondence to title companies and lenders counsel.
• Prepare certified mail and Fed Ex packages to be sent as needed.
• Ability to work on multiple projects and shift gears quickly when timelines change.
• Strong project management, time management and organizational skills with an ability to manage tight deadlines, unexpected delays, revisions, ad hoc requests and changing priorities.
• Highly self-motivated with a proactive, entrepreneurial mindset - and an ability to thrive in a relatively unstructured, but goal-oriented professional environment.
• Strong written and verbal communication skills with a clear ability to effectively collaborate with other departments and professionals - inside and outside the organization.
• Demonstrated ability to thrive in a high-velocity workplace, with a demonstrated ability to prioritize workload in a fast-paced environment.
• Skilled problem-solver, able to effortlessly adapt to changing circumstances and needs.
• Additional duties as needed and assigned.

Education & Technical Skills:

• Advanced proficiency in Microsoft Suite: Word, PowerPoint, Excel
• 5+ years of experience as a legal assistant or paralegal is required

Key Attributes for Success:

• Strategic thinker with strong executional drive
• Exceptional writing, editing, and communication skills
• Self-driven, curious, and highly organized
• Meticulous attention to detail and quality-obsessed
• Collaborative mindset
• Adaptable in a fast-paced, dynamic environment
• Data-driven with strong attention to detail

In addition to the above, Forum employees are expected to demonstrate these Forum Core Values:

• DRIVEN
• COLLABORATIVE
• CONVICTION
• HUMBLE

Physical Demands:

While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

The above job description is not intended to be an all-inclusive list of duties and standards of the position.