Paralegal Specialist – PCG and Retirement & Benefits
| Company | Raymond James Financial |
|---|---|
| Location | St. Petersburg, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Associate’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Associates degree
- 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
- Certified Paralegal (CP) – National Association of Legal Assistants (NALA)
Responsibilities
- Take responsibility for managing and delivering a designated legal case work program.
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
- 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.
- Edit document in line with organizational style guidelines and prepare information for publication.
- Help others get the most out of internal communications systems by offering support and advice.
- Help others get the most out of external communications systems by offering support and advice.
- Draft responses to requests for documents and develop processes for streamlining such responses.
- Record meeting minutes for various committees.
- Liaises 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.
- Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
- 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.
Preferred Qualifications
- Ability to coach, mentor and lead the work of others and provide paralegal training.
- Ability to review the work of other paralegals and provide constructive feedback.
- Ability to work under pressures of deadlines and established priorities.
- Ability to organize, manage, and track multiple detailed tasks and assignments with frequent changing priorities and interruptions in a fast-paced work environment.