Negotiable Salary
4482 Mammoth Ave, Sherman Oaks, CA 91423, USA
We are a boutique executive wealth strategy and compliance firm seeking an on-site Legal Clerk to join our high-performance team. This role offers exposure to sophisticated business structuring, tax optimization, and compliance matters in a dynamic environment. You will assist with drafting, reviewing, and organizing legal documents, coordinating filings, and maintaining case files for complex transactions. This is an excellent opportunity for an ambitious professional eager to learn. This position requires exceptional attention to detail, discretion, and the ability to manage multiple priorities under tight timelines. Key Responsibilities: -Prepare and file corporate governance documents, contracts, and statutory forms -Support executive leadership with research, due diligence, and case management -Maintain and routinely review entity records, agreements, and governance files -Track and manage regulatory and statutory deadlines, ensuring timely filings -Oversee document version control and digital filing systems for multiple entities -Support audit response, internal compliance reviews, and due diligence requests -Coordinate with clients, trustees, bankers, attorneys, and CPAs Required Competencies: -Extreme attention to detail and commitment to error-free work -Ability to exercise discretion with sensitive client and firm information -Strong organizational skills and ability to manage competing deadlines -Familiarity with corporate governance, entity management, or paralegal work (preferred) -Professional communication skills with clients, executives, and third-party advisors Tools / Platforms: + Microsoft 365 + SharePoint + CoPilot + Salesforce (FSC) + Corvee + Adapt + Lexis + Logiqs+ Added-Value Expertise: +++ Bilingual + Finance + Accounting + Tax + Compliance + FinTech+++ Why Join Us? -Work in a fast-moving, innovation-driven culture where your work has immediate impact -Get front-row access to real-world corporate structuring, cross-border tax strategy, and executive-level decision-making -Receive direct mentorship from the CEO and leadership team, accelerating your professional growth