Assistant Paralegal Administrator at Envestnet in Chicago, Illinois

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July 29, 2020
Chicago, Illinois
Job Type


Assistant Paralegal Administrator

Envestnet Careers
Assistant Paralegal Administrator
ChicagoApplyIt's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business. Job Description Summary: Envestnet, Inc. (NYSE:
ENV) is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs. Envestnet is headquartered in Chicago. Job Description: This position is located in Chicago and reports directly to the VP, Paralegal.


Assist with the preparation for meetings of the Board of Directors and its committees; including organizing, preparing and distributing Board Books, both in hard copy and via Diligent Boards. Also handling post-meeting responsibilities including: obtaining signatures on the final/approved of minutes and filing (manually & electronically) the same. Provide support to VP, Paralegal in the preparation and filing Section 16 reports (Form 3s, 4s, & 5s) via Workiva software with regular quarterly vesting under equity award plans, trading activity pursuant to 10b5-1 plans, and open market transactions (during an open trading window). Also, ensure manual signed copies of the forms are saved (manually & electronically) in Company’s recordkeeping system. Provide assistance working with Compliance Department regarding employee compliance with the Company’s Insider Trading Policy, including pre-clearance of trades during open trading window periods and monitoring matching transactions (i.e. short-swing profits),Provide support with the implementation of 10b5-1 plans (reviewing newly established plans to ensure the plan meets Envestnet’s requirements and working with the Company’s third party equity administrator as well as internal finance department to ensure accuracy of RSUs or Options included in such plans).Assist VP, Paralegal with preparation of the Company’s proxy statement via Workiva software, including updating the Excel file which links all tables in the proxy statement. Track Board of Director and Committee meeting attendance and assist the VP, Paralegal with the preparation of director compensation (quarterly).Coordinate Annual Shareholders Meeting process, including meeting logistics (i.e. reserving the room, making sure the room is setup as requested, ensuring IT equipment is present and working, and ordering food).Assist VP, Paralegal with preparation and distribution of annual Director and Officer Questionnaires via Diligent and monitor the return of questionnaires. General administrative work, including documentation filing, copying, and organization. Special projects and other administrative duties as needed. As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls, and procedures designed to comply with applicable law. Requirements:3-5 years of professional paralegal experience
Undergraduate degree or an ABA-approved paralegal certificate
Proficiency in MS Office Suite, Diligent Boards, and Workiva
Experience in corporate governance for a publicly traded company
Envestnet offers the following exceptional benefits: competitive compensation, 401k, unlimited snacks, flexible hours/paid time off, and excellent health/dental/vision insurance. We treat our employees well and offer tremendous growth opportunities. Challenging work pushes our people to be creative in a casual environment that is caring, fun, and collaborative. We believe that when you have smart, happy people working together you can produce something special. Envestnet is an Equal Opportunity Employer. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
Posted 13 Days AgoFull timeReq 20.219 -About UsSee more at
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