Legal Administrator

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Legal Administrator
Duties: Draft and submit for review mutual fund Board meeting materials, including agendas, meeting notices, cover letters, resolutions and other supporting documentation as necessary. Incorporate comments on Board Meeting materials from Senior Legal Administration staff, fund and in-house counsel, and other interested parties. Oversee all aspects of the planning, preparation and execution of Board and shareholder meetings. Attend and provide support at Board and Committee meetings. Draft and submit for review mutual fund Board and Committee meeting minutes in a timely fashion. Prepare and submit for review Board meeting and production calendars. Prepare and submit for review investment company regulatory filings and shareholder communications (including prospectuses, statements of additional information, supplemental materials, proxy materials, etc.) Incorporate revisions and review drafts of all mutual fund filings submissions with the U.S. Securities and Exchange Commission. Coordinating with multiple internal and external parties.

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