Senior Law Analyst

American Fidelity; Oklahoma City (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

American Fidelity is seeking a seasoned legal assistant/paralegal to support the Law Department across the company and affiliates. You will prepare and review legal documents for various areas of specialization and provide research-backed support to attorneys and internal clients.

You will coordinate with trustees, family office teams, officers, and outside counsel, ensuring timely delivery of due diligence, closing materials, and project coordination.

Qualifications

• Prepare and review legal documents across the company-wide Law Department.
• Research and analyze legal sources to support attorneys and internal clients with minimal supervision.
• Communicate complex information, written and oral, to colleagues at all levels across the company and affiliates.

Responsibilities

• Prepare and review legal documents applicable to position’s area of specialty for approval and use by the Law Department across the Company and affiliates.
• Research and analyze legal sources and documents to provide legal support services to attorneys, internal clients and outside counsel with minimal supervision.
• Communicate complex information, both written and oral, to Colleagues at all levels of the Company and affiliates.

Skills

Legal research

Communication

Document management

Stakeholder coordination

Due diligence

Transaction support

M&A support

Project management

Education

Bachelor’s degree or Paralegal certification

Tools

Legal technology

Document management systems

Matter tracking

Workflow improvements

Job description

• Prepare and review legal documents applicable to position’s area of specialty for approval and use by the Law Department across the Company and affiliates.
• Research and analyze legal sources and documents to provide legal support services to attorneys, internal clients and outside counsel with minimal supervision.
• Communicate complex information, both written and oral, to Colleagues at all levels of the Company and affiliates.

Requirements

• Bachelor’s Degree preferred or requires Paralegal certification by an American Bar Association accredited program in lieu of Bachelor’s Degree and minimum of five years experience as an insurance, transactional, litigation and/or employee benefits specialist legal assistant/paralegal.
• Minimum of five years of legal assistant/paralegal experience in a relevant legal specialty, including trust administration, corporate governance, transactions, investments, M&A support, employee benefits, litigation, general corporate matters, and project management.
• Experience drafting, reviewing, organizing, and managing legal documents related to trusts, corporate governance, investment transactions, M&A due diligence, entity records, related-party transactions, and closing materials.
• Strong ability to coordinate with internal stakeholders, trustees, family office teams, company officers, outside counsel, accountants, investment advisors, and other external advisors to manage legal projects and respond to legal inquiries.
• Demonstrated experience managing transaction support, including due diligence, virtual data rooms, deliverables, closing conditions, post-closing obligations, closing binders, and special legal projects.
• Proficiency with legal technology, document management systems, matter tracking, workflow improvements, and process enhancements designed to improve efficiency, consistency, visibility, and risk management.
• Strong analytical, organizational, written and verbal communication, interpersonal, and consultative skills, including the ability to support training on trust administration, governance, transactional processes, and compliance obligations.