Job Description

Lone Star Legal Search is working on an exclusive Corporate Paralegal search for Fisher\SMB, a leading national retirement plan advisory practice that manages retirement plans for small and medium sized employers and their employees. We are seeking a professional with strong experience in contract administration, corporate governance, entity management, regulatory compliance, and transactional support. This position will report to the Associate Vice President Legal, and the hire will be the first-in Paralegal.

About the Company:

At Fisher\SMB, we are dedicated to guiding our clients through the complexities of retirement

planning with expertise and care. Since our founding, we have specialized in providing retirement-focused financial strategies that support long-term security and sustainable growth. Our personalized approach combines in-depth market knowledge with a commitment to understanding each client’s unique financial goals.

As part of our team, you’ll be joining a group of professionals driven by a shared mission: to deliver exceptional service, uphold ethical standards, and contribute to our clients’ financial confidence. We believe in fostering an environment where innovation, collaboration, and professional development are encouraged. If you are passionate about helping others secure their future while advancing your career in a supportive setting, Fisher\SMB is the place for you.

Qualifications:

• Associate degree required, bachelor’s degree preferred
• Minimum 5 years of corporate paralegal experience
• Paralegal Certificate from an ABA-approved program
• NALA Certified Paralegal (CP) or Advanced Certified Paralegal (ACP)
• Notary Public (Texas)
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel), DocuSign, and Adobe Sign
• Familiarity with tools such as Entity Keeper, SharePoint, Westlaw, JIRA (or willingness to learn)
• Strong knowledge of corporate law and entity structures
• Exceptional organizational, communication, and time management skills
• High attention to detail and ability to manage multiple priorities
• Professionalism and discretion in handling confidential information

Key Responsibilities:

Contract Administration

• Draft, review, and manage various contracts including NDAs, vendor, service, commercial lease, and intercompany agreements.
• Maintain contract database and ensure timely renewals and compliance tracking.

Entity Management

• Organize and maintain records for multiple entities.
• Entity formation, maintenance, dissolution, and compliance.
• Maintain entity databases and organizational charts.
• Ensure entities are in good standing in various jurisdictions.

Corporate Governance

• Assist with secretary of state filings, organizational documents, bylaws, minutes, resolutions, stock certificates and business licenses.
• Support governance processes across multiple entities.

Regulatory Compliance

• Research and support compliance with ERISA, Investment Advisors Act, and other regulations.
• Assist with licensing and registration for affiliated entities.

Transactional Support

• Provide due diligence and documentation support for various corporate transactions.
• Coordinate signature processes.

Employee Benefits:

We are dedicated to the health, well-being, and future of our employees. We offer a competitive and comprehensive benefits package, including:

• Health Insurance : Medical, dental, and vision premiums are 100% covered by the company, with flexible plan options to meet diverse needs. Preventive care is fully covered, and employees have access to an extensive provider network.
• Retirement Savings : Our retirement plan offers a 50% employer match for contributions up to IRS limits, along with flexible investment options to accommodate different risk preferences.
• Additional Insurance : Company-sponsored life, AD&D, short-term, and long-term disability insurance to provide peace of mind.
• Employee Assistance Program (EAP) : Confidential counseling and wellness support to help employees navigate life’s challenges.
• Concierge Health Support : Access to a dedicated healthcare concierge team to answer questions and provide guidance on health benefits.
• Employee Perks and Discounts : Exclusive discounts on a range of services and products.

Join Fisher\SMB and experience a supportive environment that values your well-being, growth, and work-life balance.

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