Legal Specialist

include and is not limited to:

• Perform a variety of basic and increasingly complex work for SEC registered mutual funds under the general guidance of an attorney

• Assist attorneys in the preparation of various disclosure documents, such as mutual fund prospectuses, Statements of Additional Information, Part Cs, and mutual fund information statement and proxy materials

• Manage and update mutual fund prospectus disclosure. Work with financial printer to file electronic filings with the U.S. Securities and Exchange Commission's EDGAR database

• Assist attorneys in the preparation of mutual fund board books and supporting fund governance materials. Prepares agendas and materials for board of trustees' meetings

• Become proficient at using and maintaining on-line board book and document management system

• Review and edit mutual fund annual and semiannual reports

• Interact with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions

• Compose drafts of memoranda and other communications for clients and attorneys

• Prepare and maintains compliance calendars for ongoing and anticipated projects, including regulatory filings and annual board approval items

The Minimum Qualifications

• Bachelors' degree or Paralegal Certificate

• 2+ years of experience providing support to SEC registered mutual funds

The Ideal Qualifications

• 4 + years of experience providing support to SEC registered mutual funds

• Proficient in Microsoft Office Suite

• Strong written and verbal communications skills

• Able to multitask, embrace change and manage well under pressure

• Operates with a high level of confidentiality as it relates to client and firm

• Experienced with project management, working collaboratively in a team environment

What to Expect as Part of MassMutual and the Team

• Regular meetings with the team

• Focused one-on-one meetings with your manager

• Access to mentorship opportunities

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-SC1
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
EEO Statement (Opens in new window)
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

Salary Range: $84,500.00-$106,500.00