Paralegal Specialist, PCG and Retirement & Benefits

Raymond James; Orlando (FL); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a skilled Paralegal Specialist to provide advanced analytical support within the Private Client Group and Retirement sectors. This role involves managing legal case work, conducting thorough research, and drafting important legal documents while maintaining confidentiality and fostering effective relationships. The ideal candidate will have extensive experience in paralegal functions, a commitment to professionalism, and the ability to thrive in a fast-paced environment. Join a dynamic team that values integrity and collaboration, and contribute to impactful legal solutions that support the firm’s core values.

Qualifications

• 8+ years of progressive paralegal experience in financial services.
• Certified Paralegal (CP) from NALA is required.

Responsibilities

• Manage and deliver legal case work programs independently.
• Conduct legal research and prepare documents for publication.
• Liaise with internal and external stakeholders for legal matters.

Skills

Verbal Communication Skills

Data Analysis

Document Editing

Legal Research

Confidentiality Maintenance

Analytical Thinking

Organizational Skills

Team Collaboration

Education

Associate's Degree in Law

Tools

Standard Office Equipment

Standard Software Packages

Job description

Paralegal Specialist, PCG and Retirement & Benefits

Apply locations Remote Florida - United States FL - Saint Petersburg - 880 Carillon Pkwy Tower 4

time type Full time posted on Posted 13 Days Ago job requisition id R-0003554

Job Description

Job Summary:

Under limited supervision and with a high level of autonomy, use specialized knowledge and skills obtained through extensive experience, specialized training, and certification to perform a variety of advanced analytical paralegal or legal support activities that involve the Private Client Group and Retirement, Compensation and Benefits areas (the “assigned functional area(s)”). Provide assistance and support gathering and researching information, preparing opinions and legal documents, recording committee meeting minutes, and maintaining a legal library.

Responsibilities:

1. Take responsibility for managing and delivering a designated legal case work program.
2. Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
3. Manage basic aspects of the data management system with guidance from senior colleagues to access specific information and to organize and store information related to legal matters.
4. Edit documents in line with organizational style guidelines and prepare information for publication.
5. Help others get the most out of internal communications systems by offering support and advice.
6. Help others get the most out of external communications systems by offering support and advice.
7. Draft responses to requests for documents and develop processes for streamlining such responses.
8. Record meeting minutes for various committees.
9. Liaise with internal support functions (e.g., Compliance, Finance, Risk and Supervision, as well as other lawyers throughout the firm) and business clients, external legal counsel, and senior management preparing for and assisting the preparation of legal documents, case management and other legal services.
10. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
11. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills:

1. Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
2. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.
3. Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
4. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
5. Uses a comprehensive understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others.
6. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
7. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.
8. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
9. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
10. Uses clear and effective writing skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.

Ability to:

1. Maintain confidential information.
2. Establish and maintain effective working relationships. Coach, mentor and lead the work of others and provide paralegal training.
3. Review the work of other paralegals and provide constructive feedback.
4. Maintain professional currency.
5. Use analytical and critical thinking skills in reading, interpreting, analyzing and applying information from legal documentation and references.
6. Attention to detail while maintaining a big picture orientation.
7. Work on a wide range of legal matters.
8. Attend mediations and final hearings as deemed necessary by your assigned attorney.
9. Interpret and apply policies and identify and recommend changes as appropriate.
10. Work under pressures of deadlines and established priorities.
11. Organize, manage, and track multiple detailed tasks and assignments with frequent changing priorities and interruptions in a fast-paced work environment.
12. Communicate effectively, both orally and in writing.
13. Work independently as well as collaboratively within a team environment.
14. Guide others in handling stressful situations and providing a high level of customer service.
15. Establish and maintain effective working relationships at all levels of the organization.
16. Effectively and accurately communicate with team members and other members of the department.
17. Commitment to professionalism, integrity, and collegiality.

Education/Previous Experience:

Associates degree and a minimum of eight (8) years’ progressive experience performing paralegal functions in a law firm or self-regulatory organization, and/or in-house in a related area involving financial services industry. OR An equivalent combination of experience, education, and/or training approved by Human Resources.

Education:

Associate's: Law

Work Experience:

General Experience - 3 to 6 years

Certifications:

Certified Paralegal (CP) - National Association of Legal Assistants (NALA)

Travel:

Less than 25%

Workstyle:

Remote

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.