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General Duties of a Legal Assistant in Business Example
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Draft response to auditors' information request, prepare for audit Draft and file application for proper licensing when forming professional or special purpose corporation Order minute book, stock book and seal Complete and file application for appropriate licenses to operate specific businesses, trade name applications, copyright application and financing statements Complete and file application for employer identification number, workers' compensation, unemployment insurance and employer withholding tax registration Complete and file election by small business corporations and subsequent shareholders' consents to such election Draft and file certificates of designation for preferred stock issuances Complete and file any assumed name certificates Draft written consents in lieu of meetings Draft shareholders, and directors' minutes Draft notices, proxies, affidavits of mailing, agenda, ballots and oaths of judges of election, for annual meeting Maintain a tickler system foe annual meetings, payments of bonuses to offices, contribution to pension and profit-sharing plans, exercise of stock options and filing of annual reports Prepare and file annual reports Complete change of agent/address forms Secure license and permits, e.g., liquor, sales tax, health department and building permits Complete reporting and compliance requirements for multi-state corporations including qualifying corporation under state law General Duties of a Legal Assistant in Business Draft business organization federal and state tax returns Draft certificates or cancellation of certificates of limited partnership, trade name withdrawals Draft amendments to partnership agreements, certificates of amendment to certificates of limited partnership and amended trade name documents Draft and trade name documents Draft certificates of limited partnership Draft partnership agreements including non-competition assignment of interests, and approval of substituted partner Compile and index documents in corporate transactions Conduct due diligence investigation Draft articles of dissolution Obtain consents to assignments, releases, and signatures on consent resolutions Prepare and file financing statements, UCC agreements or amendments Prepare closing files and bound volumes Assist in closing, managing assembly and execution of documents Draft closing checklists and closing memoranda Draft articles of merger and plan of merger Draft plans and /or resolutions of liquidation or dissolution including required state forms to effect dissolution Draft shareholders agreements, buy-sell agreements, employment agreements and stock option plants Draft subscription agreements, stock certificates, investment letters and banking resolutions Draft bylaws, notices and minutes or consents for organization meeting Obtain good standing certificates from Secretary of State Draft certificates of authority for foreign corporations Complete and file qualification of foreign corporations Draft and file articles of incorporation Check availability and reserve corporate name