Senior Law Analyst (Paralegal)

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

Job summary

American Fidelity Corporation seeks a paralegal to support the Family Office General Counsel, assisting with trust administration, corporate transactions, contracts and governance. The role focuses on preparing and reviewing legal documents and conducting research, with clear communication to family members, internal clients, attorneys and external parties.

Prospective candidates should have substantial paralegal experience in insurance, transaction, litigation, or employee benefits matters and

Qualifications

• Bachelor's degree preferred or paralegal certification in lieu of degree with minimum five years experience as a legal assistant/paralegal.
• Minimum of five years of legal assistant/paralegal experience in trusts, corporate governance, transactions, investments, M&A due diligence, and related areas.

Responsibilities

• Prepare and review legal documents related to trusts, corporate governance, investments, and closing materials.
• Conduct legal research and analysis with minimal supervision.
• Coordinate with trustees, family office teams, officers, outside counsel and advisors to manage legal projects and inquiries.
• Support transaction processes including due diligence, closing conditions, and post-closing obligations.

Skills

Paralegal experience

Trust administration

Corporate governance

M&A support

Employee benefits

Litigation support

Education

Bachelor's degree preferred

Paralegal certification

Job description

This paralegal role will support the Family Office General Counsel providing legal services to the family office, holding companies, affiliates, and family ownership entities (including family trusts). This role focuses on preparing and reviewing legal documents in the areas of trust administration, corporate transactions, contracts, and governance; conducting legal research and analysis with minimal supervision; and communicating information clearly and effectively to family members, internal clients, attorneys, and external parties

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.

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