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Company: Valley Bank
Location: Morristown, NJ
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services

Description

Responsibilities include but are not limited to:

  • Corporate & Governance Support
    • Assist attorneys with corporate governance matters, including preparation of board, committee, and subsidiary materials.
    • Maintain corporate records, minute books, resolutions, entity charts, and related documentation.
    • Prepare corporate documents for attorney review and execution, including written consents, resolutions, secretary's certificates, certificates of incumbency, and officer certifications; coordinate signature collection and maintain final, fully executed versions.
    • Maintain and regularly update subsidiary organizational charts, director/officer lists, and related corporate data; respond to internal and external requests for corporate information (e.g., good standing, authorized signers, entity details) in a timely, accurate manner.
    • Support entity management, including formations, dissolutions, qualifications, and ongoing compliance; prepare and submit annual, biennial, and other periodic state filings (e.g., annual reports/statements of information) and follow up with
    • Secretaries of State, Departments of Taxation, and other government agencies to confirm status and resolve issues.
    • Interface with third party vendors and service providers, including entity management firms, corporate governance platforms, registered agents, transfer agents, and outside counsel.
  • Transactional & Legal Document Support
    • Draft and revise routine legal documents, correspondence, and agreements under attorney supervision.
    • Assist with M&A and other transactions by organizing diligence materials, tracking deliverables, and preparing closing binders.
    • Manage execution, filing, and distribution of legal documents.
  • Research & Analysis
    • Conduct legal and factual research using internal and external resources.
    • Summarize findings clearly and concisely for attorney review.
    • Track regulatory and legal developments as directed.
  • Legal Operations & Coordination
    • Coordinate with internal business partners to collect information and documentation needed for legal matters.
    • Assist with responses to internal requests, audits, and regulatory inquiries.
    • Leverage legal technology (e-signature, document management, entity management, and workflow tools) to improve speed and accuracy; comfort evaluating and using emerging tools, including AI-enabled features, in a responsible and confidential manner.
    • Improve and maintain legal processes, templates, and workflows to enhance efficiency.
    • Support escheatment matters, including coordination of required filings, documentation tracking, and responses to internal information requests, in collaboration with Legal and business partners.
  • Shareholder & Investor Relations Support
    • Serve as a point of contact for routine shareholder inquiries, coordinating with Legal, Investor Relations, and outside agents as appropriate.
    • Prepare and respond to shareholder requests, including coordinating transactions or transfers, document requests, and ownership confirmations.
    • Maintain records of shareholder communications, requests, and responses.
    • Escalate sensitive, novel or potentially contentious shareholder matters to attorneys.
  • Document & Matter Management
    • Organize, maintain, and retrieve electronic and physical legal files.
    • Ensure accurate recordkeeping and version control.
    • Support the Legal Department with matter tracking and reporting.
  • General Legal Support
    • Support multiple attorneys simultaneously while prioritizing assignments.
    • Handle sensitive and confidential information with professionalism and discretion.
    • Perform other related duties as assigned to support the Legal Department.


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