Paralegal (Financial)

Our client, a financial services company, is seeking experienced paralegals to support their core businesses.

About the Role

This role provides execution focused support across transactions, governance, litigation, and regulatory matters for attorneys managing elevated workloads.

Specific Responsibilities:

• Lead paralegal services support for the firm's businesses, including intake, triage, and assignment of work across the product design, development, sales, and marketing lifecycle.
• Project-manage cross-functional legal deliverables and timelines (e.g., product launches, feature enhancements, state implementation readiness) by maintaining trackers, coordinating meetings, and driving follow-ups.
• Support review and operational execution of distribution and sales enablement materials (e.g., illustrations, marketing tools, distributor communications, training decks, sales concepts) to facilitate timely legal review and feedback incorporation.
• Assist with regulatory and compliance readiness by coordinating information requests, organizing responses, and maintaining materials used for filings, examinations, and internal audits, under attorney supervision.
• Manage relationships and workflows with internal partners (Product, Compliance, Risk, Sales, Marketing, Operations) as well as legal shared service providers to ensure clear handoffs, aligned expectations, and timely execution.
• Oversee the development and maintenance of templates, playbooks, and standard operating procedures to improve consistency, reduce cycle time, and mitigate risk.
• Monitor key deadlines and deliverables; escalate risks, bottlenecks, and dependencies with proposed path-forward options.
• Coordinate with legal operations on matter management hygiene, budgeting support, invoice processing, and administration related to the Fixed Annuity & Life legal portfolio.
• Prepare and maintain periodic reporting and metrics (e.g., volumes, turnaround times, status dashboards) to support leadership visibility and continuous improvement.
• Provide administrative and operational support as needed, including scheduling/meeting management and coordination across stakeholders.

Qualifications:

• 5–7+ years of experience.
• Experience supporting generalist legal teams.
• Strong ownership, organization, and follow through.
• Excellent organizational, communication, and stakeholder-management skills, with the ability to translate requirements into clear actions and timelines.
• Strong judgment and discretion when handling sensitive information; ability to appropriately escalate issues and propose solutions.
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word) and comfort learning new workflow tools and systems.