ClassWallet, a leading financial technology company in the United States, is seeking to hire a Paralegal to join our team. ClassWallet is a financial technology company serving agencies delegated responsibility to manage public funds. Agencies use ClassWallet to get public funds to the right people, and ensure the funds are used for the right purpose. ClassWallet’s suite of products and services empowers agency administrators to dramatically increase efficiency of funds distribution and spend compliance, reduce programmatic costs, maximize the full potential impact of the program, and satisfy the needs and expectations of policymakers, constituents and public reporting. ClassWallet has processed over $3.5 Billion to date and serves public agencies across 33 states. The Company has developed an industry-defining digital wallet solution which has gained rapid traction among state and local agencies and school districts across America. ClassWallet ranks as the 61st fastest growing software company on the prestigious Inc. 5000 list of fastest-growing private companies and the 21st fastest growing financial technology company on the Deloitte Technology Fast 500 in 2023. While the Company delivers immense business value, the social impact of ClassWallet is a fabric that runs through its mission and corporate culture. As a result of ClassWallet’s innovation, public programs run with exponentially more efficiency and the impact and breadth of the programs for the individuals they serve is dramatically higher. This mission compliments the Company mission-based culture with focus on gratitude and work-life balance. About the Role ClassWallet is seeking a highly organized and detail-oriented Paralegal to join our growing legal team. This role will report directly to the Director of Contracting and Legal Operations and will provide essential support to the Director and the broader legal department, including the Chief Legal Counsel, managing critical legal processes, coordinating documentation, and assisting with day-to-day legal operations in a fast-paced environment. Responsibilities Contract Lifecycle Management (CLM) Administration - LinkSquares Focus: - Administer the LinkSquares CLM platform (e.g., managing user access, permissions, and workflows). - Manage the template review cycle by proactively reminding in-house attorneys to update the contract templates based on legal and business changes. - Ensure all contract templates in the LinkSquares platform are up to date, accurately reflecting current legal terms and company policies, including uploading new templates or revised templates at least once per year. - Serve as a point of contact for internal teams, assisting with questions on the LinkSquares CLM platform, training users, and troubleshooting basic issues. Document Management & Proofreading: - Perform meticulous proofreading and editing of legal documents, including contracts, policies, corporate resolutions, and internal memoranda, to ensure accuracy, grammar, consistency, and adherence to established company standards. - Organize, file, and maintain both physical and electronic legal documents and records, ensuring easy access and compliance with retention policies. Signature & Execution Coordination: - Manage the end-to-end process for document execution, including obtaining and coordinating internal and external signatures for contracts, agreements, and corporate documents. - Track the status of documents requiring signature and maintain a centralized log of fully executed agreements. Legal Inquiries & Support: - Serve as a primary point of contact for internal teams, answering basic legal questions with the support of in-house counsel and directing complex matters to the appropriate in-house attorney. - Conduct the initial pass of vendor review, including reviewing standard vendor contracts and related documentation for completeness and identifying key legal issues for attorney review. - Assist in the preparation of standard legal correspondence, forms, and reports. - Conduct basic legal research and factual investigation as required by the legal team.

• Estates and planned giving coordination, including documentation administration and analysis and correspondence with estate counsel and executors • Review and synthesize regulatory research shared by outside counsel and provide recommendations to General Counsel • Maintain intellectual property & trademark docket • U.S. state charitable registration administration • Contracts database administration • Compliance Tracker tool administration • Perform third party due diligence checks • Policy administration • Administrative support to the General Counsel

• Preparation of regulatory filings required under federal securities laws, including registration statements on Forms N‑1A and/or N‑2 and proxy statements on Schedule 14A or Form N‑14, using Wdesk, a document management and filing system. • Coordination with internal partners and external clients to incorporate edits and updates to large, complex documents. • Working with GFS Regulatory Administration professionals to plan and prepare materials for client board and shareholder meetings. • Coordinating, drafting, and distributing documents, communications, resolutions, board meeting minutes, correspondence, and proxy statements among various parties involved in fund management and oversight. • Project management of timelines and deadlines, often involving multiple regulatory filings occurring in close succession. • Assisting with the development and implementation of departmental processes and policies. • Training and mentoring new paralegals on role expectations, departmental processes, policies, and procedures. • Tracking, reporting, and confirming project billing information.

• Assist the team with completing Privacy Impact Assessments (PIAs) and Transfer Impact Assessments (TIAs) • Support compliance operations such as maintaining the Record of Processing Activity • Support the legal team by managing matter workflows, updating agreement and policy templates • Help drive privacy and product legal projects and initiatives by coordinating stakeholders • Coordinate updates to terms and conditions, policies, internal standards and related documentation • Assist with evidence collection for ISO and SOC audits • Manage the risk register by uploading risks into Jira • Conduct legal research, pull together background materials for advice and decision-making • Maintain the systems that keep our legal specialty running smoothly • Help translate complex privacy and product concepts into clear, engaging and accessible materials • Coordinate and support legal training sessions, onboarding programs, e-learning rollouts