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Skyview

Paralegal & Legal Assistant

Skyview, Dallas, Texas, United States, 75215

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Overview Skyview Group (“Skyview”) is an employee-owned professional services firm that supports clients in investment management, banking & capital markets. This position would support NexBank, part of NexBank Capital, Inc., a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. NexBank’s clients include large corporations, real estate investors, middle-market companies, small businesses, and banks as well as some of the largest institutional clients in the capital markets. The company’s divisions provide commercial banking, mortgage banking, investment banking and corporate advisory services to clients throughout the U.S.

Position Overview NexBank is seeking an experienced and detail-oriented Paralegal to provide comprehensive administrative and governance support to the Chief Administrative Officer and Secretary of our banking institution. This role focuses on managing relationships with outsourced legal teams, supporting corporate governance functions, and ensuring efficient operations across various administrative operations initiatives.

Key Responsibilities Legal Team Coordination & Management

Serve as primary liaison between internal stakeholders and outsourced legal counsel

Ensure proper tracking of legal matters, budgets, and billing across multiple vendor relationships

Corporate Governance Support

Draft, review, and maintain corporate resolutions, bylaws, and governance documents in coordination with outside legal counsel.

Assist Executive Assistant in coordinating board meeting logistics, including scheduling, notice preparation, and document collection and distribution

Maintain corporate records to fulfill regulatory documentation requests

Support annual shareholder meetings and proxy preparation processes

Entity Management

Maintain accurate records for all corporate entities, affiliates and subsidiaries

Coordinate entity formations, dissolutions, and structural changes with outside counsel

Ensure timely filing of annual reports, franchise taxes, and registered agent updates

Manage corporate seal, stock certificates, and other official documentation

Maintain stock register and accurate stockholder information

Track entity corporate governance compliance requirements across multiple jurisdictions

Counterparty Relations & Due Diligence

Respond to counterparty due diligence requests in a timely and organized manner

Maintain comprehensive due diligence databases and virtual data rooms

Prepare standardized disclosure packages and supporting documentation

Coordinate with various departments to gather required information

Meeting Support & Documentation

Prepare agendas, minutes, and follow-up action items for various meetings

Transcribe and distribute meeting minutes accurately and promptly

Policy & Procedure Management

Draft, update, and maintain census’ and repositories for corporate policies and procedures ensuring accessibility across the organization

Coordinate policy review cycles with relevant stakeholders

Track policy approval workflows and implementation timelines

General Administrative Support

Manage document repositories, filing systems, and databases

Conduct research and compile findings for review

Coordinate regulatory examinations and audit support as requested

Requirements Education & Certification

Associate's degree in Paralegal Studies, Legal Studies, or related field

Paralegal certification from an ABA-approved program preferred

Bachelor's degree in Business Administration, Finance, or related field a plus

Experience

Minimum 3-5 years of paralegal experience, preferably in banking, financial services, or corporate law

Demonstrated experience with corporate governance and entity management

Experience managing external legal counsel relationships

Background in regulatory compliance and documentation management

Technical Skills

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Experience with document management systems and virtual data rooms

Familiarity with corporate governance software and entity management platforms

Strong research skills using legal databases (Westlaw, LexisNexis, etc.)

Knowledge of electronic filing systems for corporate documents

Core Competencies

A proactive approach to challenges, consistently thinking creatively and outside the box

Operates with a strong sense of urgency and intentionality to drive results and deliver solutions efficiently while handling multiple priorities and meet tight deadlines

Exceptional attention to detail and accuracy

Strong written and verbal communication skills

Discretion in handling confidential and sensitive information

Professional demeanor and strong interpersonal skills

Preferred Qualifications

Experience in the banking or financial services industry

Knowledge of banking regulations and compliance requirements

Familiarity with securities law and public company requirements

Experience with merger and acquisition transactions

Compensation and Benefits Skyview offers a competitive base salary and discretionary bonus based on performance. Skyview has an industry leading health insurance plan with no premiums or deductibles. Skyview’s talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm’s work in the professional services sector. Skyview is an Equal Opportunity Employer.

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