SRG

• Provide legal counsel and support to SRG's project teams and senior leadership, focusing on corporate documents within the financial services industry. • Support client engagements and enhance the firm’s deliverables. • Provide legal support on transaction execution, including mergers and acquisitions, succession planning, and deal structuring. • Draft and/or review contracts with a focus on corporate and securities-related agreements. • Partner closely with project teams to assist in developing tailored, legally sound solutions. • Oversee day-to-day legal workflows and provide guidance to a paralegal. • Ensure compliance with applicable securities laws, regulations, and industry standards. • Identify, assess, and mitigate legal risks associated with SRG’s business activities and client engagements. • Oversee corporate governance practices, policies, and documentation. • Develop and deliver training on legal, regulatory, and compliance matters.

• Act as the primary communication bridge between project teams, clients, and leadership to ensure alignment and execution of project objectives. • Assist with initial project setup by processing engagement agreements, creating and sending invoices, gathering required information, and entering data into internal systems. • Coordinate scheduling, meetings, and follow-ups across project teams and clients. • Prepare meeting agendas, materials, and documentation, as needed. • Attend meetings, take notes, and distribute summaries or action items. • Maintain organization of tasks and workflows within CRM systems. • Track project timelines, deliverables, and deadlines to ensure projects stay on schedule. • Provide general administrative support to team members and leadership. • Assist with side projects and cross-functional initiatives, as assigned. • Serve as a first point of contact by answering client calls, responding to inquiries, and routing communication appropriately. • Communicate professionally with current and prospective clients via phone and email. • Prepare client invoices, process payments, and distribute confirmation.

• Act as the primary communication bridge between project teams, clients, and leadership to ensure alignment and execution of project objectives. • Assists with initial project setup by processing engagement agreements, creating and sending invoices, gathering required information, and entering data into internal systems • Coordinate scheduling, meetings, and follow-ups across project teams and clients • Prepares meeting agendas, materials, and documentation, as needed • Attends meetings, takes notes, and distributes summaries or action items • Maintains organization of tasks and workflows within CRM systems • Track project timelines, deliverables, and deadlines to ensure projects stay on schedule • Provides general administrative support to team members and leadership • Serves as a first point of contact by answering client calls, responding to inquiries, and routing communication appropriately • Communicates professionally with current and prospective clients via phone and email • Responds to client correspondence and ensures timely communication • Prepares client invoices, processes payments, and distributes confirmation • Tracks administrative components of projects to support timely completion.

• Act as the primary communication bridge between project teams, clients, and leadership to ensure alignment and execution of project objectives • Assists with initial project setup by processing engagement agreements, creating and sending invoices, gathering required information, and entering data into internal systems • Coordinate scheduling, meetings, and follow-ups across project teams and clients • Prepares meeting agendas, materials, and documentation, as needed • Attends meetings, takes notes, and distributes summaries or action items • Maintains organization of tasks and workflows within CRM systems • Track project timelines, deliverables, and deadlines to ensure projects stay on schedule • Provides general administrative support to team members and leadership • Communicates professionally with current and prospective clients via phone and email • Prepares and issues client invoices, processes payments, and distributes confirmations • Assists with month-end and year-end close processes, as needed