Associate I Entity Management
Core
Maintains legal entity portfolio by preparing and tracking routine corporate filings, maintaining accurate entity records, and assisting with regulatory and administrative requests.
Role type
Associate I Entity Management Specialist
Builds
Corporate entity records and filing compliance
Domain
Insurance / Corporate Services
Deliverable
dashboards & analysis
Required skills
Microsoft Office (Excel), corporate entity management, legal/regulatory filings, registered agent services, insurance operations, compliance, customer service, administrative support, time management, problem-solving
Responsibilities
Initiates, organizes, tracks, and maintains legal entity records and corporate documents; Prepares and submits routine entity filings (formations, annual reports, amendments); Supports entity changes from mergers, acquisitions, and reorganizations; Coordinates with internal partners, registered agents, and state agencies; Monitors filing deadlines and escalates issues; Provides written and oral support to business partners regarding entity management requests.