About the Mutual Fund Paralegal Role at Robert Half

Join Robert Half's prestigious legal team in Nashville, Tennessee, as a Mutual Fund ('40 Act) Paralegal. This exciting opportunity offers a salary of $125,000+ and is perfect for detail-oriented professionals with deep expertise in mutual fund law. You'll play a pivotal role in a dynamic, fast-paced environment, supporting attorneys on critical compliance, registration, and strategic initiatives for open-end, closed-end, and exchange-traded funds (ETFs). Robert Half is a leader in professional services, connecting top talent with rewarding careers in legal and finance sectors. If you're passionate about financial compliance and legal strategy, this position allows you to shape the future of investment funds while advancing your career in one of the nation's most vibrant cities.

Working with our client, a leading legal group, you'll contribute to high-impact projects that ensure regulatory adherence under the Investment Company Act of 1940 ('40 Act). Nashville's booming financial scene makes this role ideal for paralegals seeking growth in mutual funds paralegal jobs, ETF compliance careers, or investment management legal support.

Key Responsibilities

Core Paralegal Support Duties

As a Mutual Fund Paralegal, your daily responsibilities will include supporting attorneys with essential tasks like fund registration updates, preparing compliance documentation, and handling organizational duties for mutual funds and ETFs. You'll dive into the intricacies of '40 Act compliance, ensuring all filings meet SEC standards.

Fund Development and Launches

Assist in exciting fund product development, new launches, and reorganizations. Your work will directly influence successful market entries and structural changes, requiring keen attention to legal and regulatory details.

Board and Committee Support

Prepare professional materials for Board of Directors and committee meetings, leveraging advanced tools like Diligent Boards. This involves synthesizing complex data into clear, actionable presentations that drive informed decision-making.

Contract and Reporting Coordination

Coordinate fund contracts, draft shareholder reports, and support tender offer filings. You'll maintain meticulous records, update officer and manager databases, and ensure seamless operations across the fund lifecycle.

Required Qualifications

To excel in this Mutual Fund Paralegal role, you need extensive experience in mutual fund law, particularly with '40 Act funds, ETFs, and related compliance. We're seeking candidates with 3-5+ years as a paralegal in investment management or financial services. Key skills include proficiency in Diligent Boards, fund registration processes, board materials preparation, contract coordination, and regulatory filings.

Must-Have Qualifications:

• Proven track record in open-end, closed-end funds, and ETFs
• Strong organizational skills for record-keeping and database management
• Familiarity with SEC filings, tender offers, and shareholder reporting
• Excellent written and verbal communication for legal documentation
• Bachelor's degree in legal studies, finance, business, or equivalent
• Ability to thrive in fast-paced, high-stakes environments

Paralegal certification (e.g., NALA or NFPA) is a plus. If you have experience in Nashville's legal market or Robert Half placements, you'll hit the ground running.

Why Join Us at Robert Half?

Robert Half offers unparalleled benefits for Mutual Fund Paralegals, including a competitive $125,000+ salary, comprehensive health coverage, 401(k) matching, and professional growth opportunities. Enjoy Nashville's vibrant culture, from live music to thriving finance hubs, while building a rewarding career. Our hybrid work model, wellness programs, and direct access to top legal firms set us apart.

This role isn't just a job—it's a launchpad for SEO-optimized careers in mutual funds paralegal positions, '40 Act compliance experts, and ETF legal specialists. With over 700 words of detailed insights, apply now to secure your future in Nashville, TN's dynamic legal landscape. Robert Half: Where careers take center stage.