Paralegal Specialist - Investments jobs in United States
cer-icon
Apply on Employer Site
company-logo

Nationwide · 3 days ago

Paralegal Specialist - Investments

Nationwide is a Fortune 100 insurance and financial services company seeking a Paralegal Specialist to provide top-quality legal assistance. The role involves drafting complex legal documents, conducting legal research, and supporting attorneys in various legal matters.

BankingFinancial ServicesInsuranceLife Insurance

Responsibilities

Provides support to attorneys in the form of legal research, drafting communications and preparing legal documents with minimal direction
Conducts sophisticated and detailed legal research and compiles data from such references as online sources, digests and practice manuals, among others. Researches and provides analysis of statutes, regulations and court decisions. Prepares summaries and recommends resolutions to legal questions. Prepares correspondence to internal and external contacts
Drafts contracts, patent applications, resolutions and other legal documents. Drafts detailed deposition outlines/questions, motions, pleadings, subpoenas, orders and briefs. Works with attorney on unusual or complex matters
Conducts and supervises broad-level assignments. Evaluates matters which may have a significant impact. May assist the attorney in executing legal matters
For litigation specialty areas, leads the analysis and evaluation of records and data for discovery. Drafts recommendations and correspondence to clients, claims attorneys, and customers with regard to discovery and legal matters
May develop and maintains information databases. Builds new processes for data maintenance, storage and retrieval
May conduct and evaluate open and closed paralegal file audits, advising attorneys and management of the audit results and recommending improvements
Demonstrates expertise in paralegal concepts and procedures. Maintains proficiency in both business and legal professional competencies
Assists in developing and implementing policies, procedures and precedents for the paralegal area
Coordinates workflow and mentors and trains less experienced paralegals
Responds to requests for production of documents, responses to interrogatories and/or regulatory requests and inquiries, and coordinates pre-trial proceedings and discovery, depending on area of specialty

Qualification

Legal researchDrafting legal documentsParalegal conceptsInvestmentsCommunication skillsAnalytical skillsVerbalProject managementOrganizational skillsLeadership skillsWritten skills

Required

Relevant law firm or in-house legal experience for an institutional investor
Significant knowledge of investments transactions and the completion of the related documentation, including non-disclosure agreements, subscription agreements, and other ancillary documentation
Typically, eight or more years of experience as a paralegal with demonstrated good performance
Advanced knowledge of paralegal concepts, practices and procedures
Significant knowledge of the operations, practices and procedures of general counsel or civil litigation, depending on area of specialty
Proven knowledge of filing requirements of courts and agencies
Demonstrated knowledge in legal research and complex deposition motion practices, as well as in appellate procedures
Sophisticated analytical, research and organizational skills
Consistent track record in setting work priorities that conform with established standards
Self-starter who is able to work with little direction
Able to handle complex projects with minimal direction
Proven ability to provide leadership and support
Ability to give presentations in both formal and informal settings
Strong verbal and written skills for contact with associates, attorneys, clients and customers
Ability to operate a computer and related legal and business software and databases

Preferred

Business acumen and the ability to review and provide on-point initial comments on basic agreements for attorney review
A working knowledge of Westlaw, Lexis, and other AI based tools
Strong research skills with the ability to synthesize and provide concise summaries
Undergraduate or post-graduate studies in business administration, insurance or other related area
Certification in paralegal studies

Benefits

Medical/dental/vision
Life insurance
Short and long term disability coverage
Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
Nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
Company-paid pension plan
Business casual attire
And more

Company

Nationwide

company-logo
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Tony Fenton
Vice President Commercial Lines Underwriting & Product , CUO
linkedin
leader-logo
Jim Grafmeyer
Associate Vice President & Chief Architect, Nationwide Financial
linkedin
Company data provided by crunchbase