USAA · 19 hours ago
Legal Assistant BI/UM
USAA is dedicated to empowering its members to achieve financial security through exceptional service. The role involves providing assistance with legal work, including research, document preparation, and trial preparation, under the supervision of an attorney.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
Applies intermediate knowledge to assist in providing support for the investigative process of a trial by gathering documents and information for legal assignments
Collaborates with team to conduct research and analyze documents to prepare reports of findings and formulate alternatives
Collaborates with team to evaluate risk of alternatives and calculate costs of potential liability and assesses benefits/drawbacks
May assist in preparing drafts of legal documents such as discovery responses, affidavits, motions, corporate minutes, contracts and other legal documents
Applies intermediate knowledge to assist with proper filing of documents with regulatory authorities, courts, other tribunals, monitors status and distributes copies
Assists team with preparing presentations and briefing material on topics relevant to USAA business
Oversees management and maintenance of attorneys' files per the attorney's specifications
May assist with administrative tasks to include, but not limited to, calendar responsibilities to ensure all deadlines are met; check writing, check requesting, copying, and handling mail as necessary to ensure continuous business operations
May act as a liaison between attorney and outside counsel in the exchange of information
Collaborates with team members to resolve issues and to identify appropriate issues for escalation
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Qualification
Required
High School Diploma or General Equivalency Diploma required
1 year of experience in legal support or related experience to include multi-tasking in a fast paced and complex business environment
Intermediate knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required
Interpersonal skills necessary to communicate effectively in person, by e-mail and telephone; effectively follow instructions from a diverse group of clients, attorneys and staff; provide reports with professional courtesy and tact
Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality
Knowledge of Microsoft Office tools
Preferred
Experience assisting attorneys in handling discovery, conducting legal research, drafting motions, and trial preparation for a personal injury insurance defense law firm or in-house counsel in the state of Maryland
Notary Public
Bachelor's Degree
US military experience through military service or a military spouse/domestic partner
Benefits
Comprehensive medical, dental and vision plans
401(k)
Pension
Life insurance
Parental benefits
Adoption assistance
Paid time off program with paid holidays plus 16 paid volunteer hours
Various wellness programs
Career path planning and continuing education
Company
USAA
USAA is a financial services company.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-07
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2025-12-12
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