Paralegal - Securities, Real Estate & Lending

Wesleyan Investment Foundation, Inc.; Fishers (IN); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Insurance and Dental

Life and Disability Insurance

HDHP with HSA/HRA

403(b) Retirement Plan

Job summary

Wesleyan Investment Foundation, Inc. is seeking a Corporate Paralegal to provide comprehensive legal and administrative support to the General Counsel and the organization’s legal functions.

This role supports securities compliance, real estate and lending transactions, and ensuring compliance with applicable state and federal law. The ideal candidate must be organized, detail-oriented, faith-oriented, discreet, and able to communicate effectively with internal staff, regulators, title

Qualifications

• Paralegal certification from an accredited institution.
• Minimum of 3 years of experience in securities, real estate, and/or lending transactions.
• Strong understanding of securities regulations or real estate and lending practices.
• Excellent research, analytical, and organizational skills.
• Strong oral and written communication skills.
• Ability to work independently and as part of a team.
• Proficiency in legal research tools and office technology.

Responsibilities

• Answering daily investor phone call transfer requests and other inquiries.
• Processing transfer requests and other inquiries via the investor-facing digital interface.
• Enrolling investors for online access.
• Assisting investors with general questions regarding investment accounts.
• Uploading of daily transactions.
• Processing check deposits to investment accounts.
• Performing account maintenance and updates such as POA documentation, Beneficiary Payouts and Designations, trust paperwork, etc.
• Uploading investment account related documentation.
• Monitors individual workflows and capacity to support proper Investment Team talent allocation in coordination with the DIO and VPIO.
• Actively participates in departmental meetings to strengthen communication, project management, process improvement, and cross-department collaboration.
• Maintains strong security awareness, sound practices, and discretion when handling personally identifiable, financial, and confidential investor information.
• Addresses complex, challenging, or detailed investor inquiries at the direction of the DIO.
• Supports accurate documentation, system usage, and process discipline to improve investor experience, internal visibility, and operational consistency.
• Performs all other duties, requirements, and responsibilities as assigned by the DIO or VPIO.

Skills

Research skills

Analytical skills

Oral and written communication

Independent work

Team collaboration

Legal research tools

Securities knowledge

Real estate and lending transactions

Education

Paralegal certification

Bachelor's or associate degree in Paralegal/Legal Studies

Tools

Legal research tools

Office technology

Job description

Job Title: Paralegal
Reports to: General Counsel
Location: 13300 Olio Road, Fishers, IN 46037
Schedule: Monday – Friday, 8AM – 4:30PM EST (excluding holidays)

About Wesleyan Investment Foundation

The Wesleyan Investment Foundation is a not-for-profit, 501(c)3, church extension fund founded in 1946 by individuals who understood the unique dynamics of church financing. Our primary purpose and operations are providing loan assistance to churches and church-related entities so they can expand their facilities, purchase land, build, renovate or refinance current debt.

The Corporate Paralegal is responsible for providing comprehensive legal and administrative support to the General Counsel and the organization’s legal functions. This individual plays a critical role in supporting the organization’s day-to-day legal needs, including securities compliance, facilitating real estate and lending transactions, and helping ensure compliance with all applicable state and federal law.

This person must be organized, detail-oriented, and capable of managing multiple projects simultaneously. This person must be faith-oriented, exhibit professionalism, maintain confidentiality, and communicate effectively with internal staff, state securities regulators, title companies, and external partners. The ideal candidate will be proactive, adaptable, and committed to supporting the organization’s mission with excellence.

Major Duties and Responsibilities

• Answering daily investor phone call transfer requests and other inquiries.
• Processing transfer requests and other inquiries via the investor-facing digital interface.
• Enrolling investors for online access.
• Assisting investors with general questions regarding investment accounts.
• Uploading of daily transactions.
• Processing check deposits to investment accounts.
• Performing account maintenance and updates such as POA documentation, Beneficiary Payouts and Designations, trust paperwork, etc.
• Uploading investment account related documentation.
• Monitors individual workflows and capacity to support proper Investment Team talent allocation in coordination with the DIO and VPIO.
• Actively participates in departmental meetings to strengthen communication, project management, process improvement, and cross-department collaboration.
• Maintains strong security awareness, sound practices, and discretion when handling personally identifiable, financial, and confidential investor information.
• Addresses complex, challenging, or detailed investor inquiries at the direction of the DIO.
• Supports accurate documentation, system usage, and process discipline to improve investor experience, internal visibility, and operational consistency.
• Performs all other duties, requirements, and responsibilities as assigned by the DIO or VPIO.

Experience Requirements

• Paralegal certification from an accredited institution.
• Minimum of 3 years of experience in securities, real estate, and/or lending transactions.
• Strong understanding of securities regulations or real estate and lending practices.
• Excellent research, analytical, and organizational skills.
• Strong oral and written communication skills.
• Ability to work independently and as part of a team.
• Proficiency in legal research tools and office technology.

Preferred Qualifications

• Experience with securities filings and real estate closings.
• Familiarity with title insurance, tax bills, and loan documents.
• Bachelor’s or associate degree in Paralegal/Legal Studies or a related field.

Why Work with WIF?

Support That Extends Beyond The Office

At WIF, we believe in taking care of our team—both in and out of the workplace. Our generous benefits package is available to all full-time employees, providing coverage, support, and long-term financial security.

Benefits include:

• Health, Dental, and Vision Insurance: Comprehensive coverage for you and your dependents.
• Life and Disability Insurance: Financial protection for you and your family.
• High-Deductible Health Plan (HDHP): Paired with a Health Savings Account (HSA) and Health Reimbursement Account (HRA) fully established by WIF for employees electing health coverage.
• 403(b) Retirement Plan: WIF contributes a percentage of your base pay to a plan administered by the Wesleyan Pension Fund.

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