Paralegal Onboarding Manager

Summary

Join Passthrough, a fast-growing company revolutionizing private market investing, as one of its earliest employees. You will play a key role in shaping the company culture and structure while contributing to a positive customer experience. As a Client Support team member, you will focus on onboarding, training, and support for fund managers and their limited partners. You will be responsible for streamlining the investor onboarding process, ensuring a smooth and efficient experience. This involves identifying applicable questions in legal documents, structuring information for the company's software, and communicating effectively with the team. The role requires attention to detail and the ability to work independently. Passthrough offers a competitive salary, stock options, and comprehensive benefits.

Requirements

• Be a self-starter and self-motivated to hit deadlines without micro management
• Possess attention to detail
• Have the flexibility to handle work
• Be helpful

Responsibilities

• Identify which questions in legal documents are applicable to individuals or to entities (and what the relevant logic is)
• Understand how to take that information and structure it into Passthrough’s software (don’t worry, we’ll teach you how)
• Communicate with the team on what’s working and what isn’t in case we need to make tweaks to the software or clarify with the client
• Ensure that from logic to grammar to the ordering of questions that the final version is consumer-grade

Preferred Qualifications

Have prior legal experience in the alternative investment space (i.e. venture capital, private equity, hedge funds, etc)

Benefits

• Competitive salary - $60,000 - $65,000 per year
• Passthrough stock options
• Health, dental, and vision insurance
• Annual health & wellness stipend
• 401k contribution program with matching
• Life insurance
• PTO & unlimited sick leave
• Parental leave