Job Description

About ConsumerDirect

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview:

We are seeking a hands-on, strategic Corporate Paralegal & Executive Assistant to support the leadership team as we grow. The Corporate Paralegal & Executive Assistant partners with the General Counsel, CEO, and Chief of Staff to manage the company’s corporate governance, legal operations, and executive-office functions.

This position combines advanced corporate-paralegal expertise with strategic administrative support for senior leadership. The ideal candidate has strong command of corporate governance and securities compliance processes, outstanding organizational judgment, and the ability to manage complex, confidential matters under minimal supervision. This role is responsible for corporate recordkeeping, board and committee administration, equity/cap table support, contract lifecycle administration, and legal-tech operations. The ideal candidate brings at least five (5) years of relevant experience — including time at a law firm — and demonstrated familiarity with modern legal systems and workflows.

Key Responsibilities:

Corporate & Legal Operations

• Maintain corporate minute books, organizational charts, and minute/resolution templates.
• Prepare board and committee packages, support logistics for board meetings, and draft minutes and corporate resolutions.
• Support equity administration and cap table maintenance: coordinate grant paperwork, process equity issuances, and liaise with Finance and outside advisors.
• Administer contract lifecycle processes: intake triage, maintain contract database, run signature workflows, and help with template updates.
• Manage compliance deadlines and corporate filing requirements.
• Coordinate with outside counsel and internal stakeholders on legal matters and projects.
• Conduct legal research, draft memos, compile executive briefings, and prepare materials for board or senior-leadership review.
• Oversee task and project tracking for legal matters within OnIt and ClickUp (or equivalent), ensuring SLAs and follow-ups.

Executive Operations and Strategic Support

• Partner with the CEO and Chief of Staff on strategic scheduling, meeting design, and follow-through on executive priorities.
• Prepare confidential communications, presentations, and materials for leadership, board, and investor interactions.
• Coordinate cross-functional projects and initiatives requiring executive oversight.
• Plan and execute leadership meetings, off-sites, and reviews; ensure alignment on objectives and deliverables.
• Anticipate needs, resolve competing priorities, and exercise judgment in allocating executive time and resources.

Required Qualifications

• 5+ years of corporate paralegal/legal operations experience, including experience at a law firm.
• Prior interaction with boards, investors, and senior executives.
• Paralegal certificate or equivalent; bachelor’s degree in related field preferred.
• Demonstrated experience with corporate governance, board materials, minutes, and corporate filings.
• Hands-on experience and proficiency with various project/contract management and other administrative systems including Carta, DocuSign, Onit, Clickup, Jira or comparables
• Exceptional written and verbal communication skills; strong judgment and ability to handle confidential information.
• Highly organized, self-directed, and able to manage multiple priorities in a fast-moving environment.
• Ability to work on-site in Irvine, CA.

Additional Preferred Qualifications

• Prior in-house and law-firm experience working with startup/fintech clients.
• Familiarity with equity plan administration.
• Comfortable drafting and redlining corporate documents and executive correspondence.

Working Conditions & Physical Requirements

• Primarily office-based with standard business hours; occasional extended hours for board or filing deadlines.
• Requires prolonged periods at a desk and ability to use computers and office equipment.

Equal Opportunity Statement

"Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences."

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