Paralegal - Fintech / Financial Services

Position Overview

Fold is a pioneering bitcoin and financial services technology company that makes it easy to earn, buy, sell, and live off of Bitcoin. As the first publicly listed bitcoin financial services company, Fold leverages established consumer financial products optimized for a bitcoin future. In this role, the Paralegal will support legal, compliance, and regulatory functions by providing critical operational, organizational, and research support across corporate governance, securities filings, regulatory compliance, commercial contracts, product review, and risk management in a fast-paced environment.

Key Responsibilities

• Support securities counsel and the legal team with preparation, organization, and maintenance of Board and committee materials.
• Maintain corporate minute books, resolutions, charters, subsidiary records, and governance calendars.
• Assist with drafting, coordination, and filing of SEC reporting and compliance materials, including Forms 10-K, 10-Q, 8-K, proxy statements, Section 16 filings, and Form 144s.
• Coordinate insider trading compliance activities, including pre-clearance requests, blackout periods, reporting timelines, and tracking requirements.
• Help maintain accurate equity and capitalization records, including option grants, RSUs, and cap table updates in coordination with Finance and the transfer agent.
• Coordinate with the transfer agent on issuances, corrections, holds, freezes, and other corporate actions.
• Support annual meetings, officer and director reporting obligations, and subsidiary governance matters.
• Assist with internal controls related to disclosure processes, earnings preparation, and materiality workflows.
• Support legal and finance teams on capital markets and financing transactions, including equity issuances, convertible instruments, debt facilities, and related amendments.
• Assist with the preparation, organization, and execution of transaction documents, closing checklists, signature packets, and post-closing deliverables.
• Coordinate with internal stakeholders and external parties (e.g., outside counsel, transfer agent, trustees) in connection with financings and corporate actions.
• Help track post-closing obligations, reporting requirements, and ongoing compliance matters related to financing transactions.
• Maintain organized records of financing documents, amendments, consents, and related board and disclosure materials.
• Manage intake, reviewing, redlining, execution, and archiving of NDAs, vendor agreements, partnerships, and commercial contracts.
• Maintain contract management systems, approval workflows, and ensure compliance with signature authority policies.
• Coordinate with cross-functional partners (Product, Engineering, Finance, Risk, Compliance, Marketing) to ensure contract accuracy and timely turnaround.
• Assist with documenting product requirements, regulatory controls, and policy updates that impact product launches.
• Support legal review workflows for disclosures, marketing content, financial promotions, and consumer-facing communications.
• Help maintain internal documentation around product compliance, regulatory strategy, and risk mitigations.
• Support coordination of subpoenas, litigation holds, discovery responses, and communications with outside counsel.
• Assist in documenting and tracking incident response matters including data security, fraud, customer complaints, and regulatory escalations.
• Maintain organized matter files, logs, and documentation repositories.
• Implement and maintain legal processes, intake queues, trackers, dashboards, and internal SOPs.
• Build repeatable workflows for filing, tracking, reporting, and auditing legal materials.
• Support budgeting, outside counsel management, and invoice review.
• Help maintain and organize project files and documentation.
• Create systems that increase reliability, reduce errors, and improve cross-functional clarity.
• Conduct regulatory research and track developments across fintech, bitcoin, money transmission, consumer protection, financial services, AML/BSA, and privacy.
• Assist with preparing and maintaining licensing filings, audits, regulatory examinations, and compliance testing documentation.
• Support enterprise risk and compliance programs, including policies, SOPs, training logistics, and documentation management.
• Organize correspondence and submissions to regulators, auditors, and external stakeholders.

Required Qualifications

• Bachelor's degree required (Paralegal certification preferred).
• 3-7+ years of paralegal experience.
• Experience supporting securities filings, public-company governance, equity administration, regulatory filings, or complex corporate matters.
• Outstanding organizational skills with high attention to detail, accuracy, and confidentiality.
• Strong written communication skills and the ability to summarize complex issues clearly.
• Comfortable working in a fast-paced, high-velocity environment with evolving regulatory and operational demands.
• Proficiency with legal operations tools, entity management software, contract lifecycle management systems, and equity platforms is a plus.
• A positive, collaborative attitude.

Benefits & Perks

• Highly collaborative, fully remote team environment
• Flexible work schedule with flexible time off
• Competitive salary
• Equity package
• 401k with employer match up to 3%
• Yearly vacation stipend
• Comprehensive health, vision, and dental insurance (including HSA and FSA accounts)
• Paid parental leave
• Regular in-person team meetups to socialize and co-work
• A starter pack for new hires with Bitcoin learning materials and a hardware wallet