Paralegal Investments

Profile

Paralegal, Investments
The candidate will conduct, summarize, and analyze basic research, including gathering facts, researching and analyzing applicable laws, regulations, and case laws, etc., as necessary. Maintain corporate records and archives, in accordance with records retention requirements. Assist with the identification and summarizing of relevant issues; continually monitor issues and update attorney, as appropriate. Review new and proposed legislation and determine applicability. Gather matter related documents for the attorney to analyze. Manage intake of new matters; enter new matter data and upload new documents. Review and explain various aspects of forms to in-house clients. Consult with outside counsel, as needed. Oversee project management, coordination, and collaboration with Law and Regulation business clients and board members, as needed. Manage data (execute, file, track, and retain) documents in the matter management system. Bachelor’s Degree or equivalent experience. Should have 2+ years of Paralegal experience. Insurance and/or Investment experience is a plus. Strong intermediate to advanced MS Office Skills. Analytical skills and strong attention to detail. Ability to identify, prioritize and solve problems effectively regarding basic matters. Ability to work in diverse, multi-office, and long-distance environments. Basic budget management skills and ability to reconcile expense reports. Basic project management skills and experience interacting with law firms/vendors. Ability to exercise discretion and maintain the confidentiality of sensitive information. Basic research, proofreading, and formatting skills. Ability to collaborate and interact with all levels of personnel and build strong relationships with business colleagues. Strong interpersonal skills, advanced written and oral communication and effective customer service skill.

Company info

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