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Sammons Financial Group Companies · 1 week ago

Legal Administrative Assistant

West Des Moines, IA

Full-time

Onsite

Mid Level

$56K/yr - $93K/yr

3+ years exp

Sammons Financial Group Companies is seeking a Legal Administrative Assistant to provide administrative and project support to the legal department. The role involves managing calendars, coordinating meetings, and assisting with legal matters and documentation.

FinanceFinancial ServicesRetirement

Growth Opportunities

No H1B

Hiring Manager

Theresa Sherry

Responsibilities

Provide administrative and project support to the legal department and/or assigned team on a variety of legal matters

Managing individual and department calendars and schedules, making travel arrangements, auditing and submitting expense reports, coordinating meetings and events, distributing mail to the legal department staff at the designated office location, and similar administrative support tasks

Reviewing and auditing invoices, and identifying, investigating, resolving and documenting discrepancies, entering into accounts payable systems, and routing for approval and payment

Tracking and reporting on projects and deliverables, timelines, risks, metrics, and status

Monitoring, auditing, maintaining, and communicating policies and procedures

Function as a primary liaison and point of contact for the legal department and/or assigned area regarding a variety of matters

Document and file storage, retrieval, control, classification, and retention requirements for privileged and non-privileged records, in all classifications and mediums, including but not limited to litigation, contracts, outside counsel engagements, corporate governance, risk, regulatory, and transactional

Information intake from business partners, relaying to the appropriate contact, and facilitating communication

Provide assistance and support to assigned attorneys and legal department staff on a variety of legal matters

Reviewing and adding notes to basic contracts and providing similar contract-related support

Participating in training and communicate with business regarding business unit and customer questions and issues

Performing basic research on a variety of matters as assigned, such as privacy and cyber-security issues, life and annuity claims, intellectual property matters, information regulatory requirements and governance, corporate insurance, insurance regulations and requirements, and/or similar matters

As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands

Other duties as assigned

Qualification

Microsoft Office SuiteBasic researchOrganizational skillsTime managementLegal terminologyFinancial services knowledgeInterpersonal communicationAttention to detailDecision-making

Required

High School Diploma or equivalent

3-5 years' office experience preferred

Up to 3 years' experience in a support role in a professional environment

Excellent organizational and time management skills

Proficiency with business software platforms, and the ability to create and maintain documents, reports, spreadsheets, charts, and presentations; Microsoft Office Suite preferred (Word, Excel, PowerPoint, Outlook)

Ability to conduct basic research and document findings

Strong written, verbal, and interpersonal communication skills, and the ability to build strong working relationships

Good judgment and decision-making skills

Acute attention to detail, accuracy, and confidentiality

Ability to thrive in a fast-paced environment with fluctuating priorities and deadlines

Criminal background check required

Preferred

3-5 years' office experience preferred

Experience in supporting internal customers preferred

Experience and basic understanding of financial services products, including annuities and life insurance, preferred

Basic understanding of legal and financial services terminology preferred

Benefits

Health

Dental

Vision

Company Paid Retirement

PTO and Holiday Pay

Employee Stock Ownership Plan (ESOP)

Healthy balance between work and personal lives

Competitive PTO

Generous number of paid holidays

Incentive program for defined goals subject to eligibility and performance

Company

Sammons Financial Group Companies

Sammons® Financial Group Companies (collectively, Sammons Financial Group) provide today’s most sought after life insurance, annuity, and retirement products.

Founded in 1938

West Des Moines, Iowa, USA

1001-5000 employees