Corporate Paralegal

ABOUT UPP
UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for growth, our doors are open to all Ontario universities.

Together, we’re a team of progressive thinkers and agile doers operating within a fast-paced culture of collaboration and respect. We believe in bringing smart and capable people together to create, solve and grow with a clear shared vision and values of integrity, inclusivity, ingenuity, and impact.

Our culture is intentionally welcoming and purposefully rooted in equity, diversity, inclusion, and reconciliation (EDIR). We believe diverse teams, perspectives, and lived experiences contribute to better decisions and a better workplace.

As a long-term investor, we recognize that environmental, social and governance (“ESG”) factors support risk management and value creation. As stated in our Responsible Investing Policy, we are committed to incorporating ESG considerations into our investment management activities and we collaborate with other industry participants in the promotion of a sustainable economy and society.

Join us in building a bright future for our members, our organization, and each other.

ABOUT THE ROLE

UPP is based in Toronto’s financial district and has a hybrid work model (~2 days / week in office).

SPECIFIC ACCOUNTABILITIES
- Assist with a wide variety of legal and administrative work, including but not limited to support for investments, pension administration, legal vendor management, professional services agreements, special projects, and more
- Participate in implementing investment transactions, including subscription packages, global market opening documentation, bank account opening documents, officer and notarial certificates
- Assist in all aspects of entity formation and maintenance of corporate records, including name searches, incorporation, minute books, resolutions, etc.
- Draft, review, maintain, and file corporate documents, agreements, and/or records
- Draft correspondence and coordinate and receive approvals and signatures for agreements and documents
- Assist in drafting and reviewing amendments to contracts, statements of work, and other documents in the contract lifecycle
- Assist with the implementation, execution and maintenance of UPP’s document/knowledge management system
- Participate in the monitoring of legislative and regulatory changes relevant to UPP
- Build and maintain UPP’s know-your-client database
- Provide support on legal transactional matters, including non-disclosure agreements
- Advise colleagues and other cross-functional stakeholders on legal issues and risks, approval processes, and organizational policies and procedures.
- Develop and support the continuous improvement of standard form agreements, legal processes, and repositories of legal knowledge
- Promote integration, partnership, and collaboration across legal, governance, and other business functions
- Contribute to UPP’s reputation as a respectful employer, partner, and participant in the financial sector
- Other duties as required

QUALIFICATIONS & EXPERIENCE
- Post-secondary degree
- A minimum of 5 years work experience as a paralegal, law clerk or related roles
- Experience in supporting institutional investments and/or other financial services
- Licensed Paralegal designation a strong asset
- Pension industry experience a strong asset
- Experience with knowledge management and/or document management software a strong asset

ATTRIBUTES
- High degree of self-motivation, organization and professionalism
- Ability to prioritize and manage multiple projects in a time sensitive manner
- Excellent relationship building skills
- Excellent interpersonal and verbal communication skills
- A collaborative approach to understand and respond to organizational needs and partner with various organizational and control functions
- High degree of professional ethics and integrity
- Strong commercial and strategic judgment
- Alignment with UPP’s desire to be a leader in Responsible Investing, ESG, and climate change.

PERSONALITY TRAITS
- Self-driven
- Humility
- Strong work ethic
- Passion for learning
- Empathetic
- Collaborative
- Authentic
- Personable
- Confident

LIFE AT UPP
Do work that matters. We are duty-bound to serve our members’ interests, and it’s a responsibility we don’t take lightly. That’s why we’ve ingrained sustainability in our work from day one—to ensure our members have a resilient future to retire into, both today and for generations to come.

Stronger together. Collaboration is how UPP was born, and it’s how we work with each other and our partners day in, day out. No one at UPP is just a number (even if they are excellent at math) and eve