Paralegal
Security National Financial
Paralegal OpportunitySecurity National is seeking a dynamic, intellectually curious, adaptive, forward-thinking Paralegal to serve on the legal team, reporting to Security National's Chief Legal Officer and Corporate Secretary (the "CLO"). As the Company continues its multi-year trajectory of expansion across insurance, mortgage, real estate partnerships, and related verticals, this role will have an opportunity to partner with the CLO to build upon a strong legal foundation and further evolve the legal operations into an even more integrated and forward-looking enterprise partner. The Paralegal will be expected to improve and manage the legal operations, proactively address life insurance compliance matters, assist with litigation and commercial transactions across Security National, and be a pinch hitter for any other legal matters that arise.As a publicly traded, multi-segment financial services company operating in highly regulated industries, Security National requires a doer/leader who can successfully operate at the intersection of legal operations, compliance, corporate, financial, and commercial transactions, litigation, governance, regulation, and business innovation.Key Responsibilities and Experience:Legal Operations and Spend ManagementBuild on the legal operations function, including matter intake, tracking, and workflow processesOwn the legal budget and accrualsManage outside counsel engagements, billing guidelines, and invoice reviewTrack legal spend and report key metrics and trends to the CLOSelect, implement, and maintain legal technology and AI tools that drive efficiencyEstablish document management, templates, policies, and playbooks for the departmentContracts and TransactionsDraft, review, and redline routine agreements (e.g., NDAs, vendor, and service agreements) under attorney supervisionMaintain the contract repository and track key dates, renewals, and obligationsSupport real estate, mortgage, and commercial transactions, including due diligence and closing documentsRegulatory and Licensing SupportAssist with life insurance compliance, filings, and responses to regulator inquiries and examsMonitor regulatory changes and maintain the compliance calendarLitigation and Dispute SupportCoordinate with outside counsel on discovery, document collection, and legal holdsProcess subpoenas, garnishments, and other legal processesGeneral Legal Department SupportConduct legal research and prepare summaries for the CLORespond to legal requests from business units and pinch hit on other matters as neededRequirementsEducation and/or Work Experience Requirements:Required:Paralegal certificate from an ABA-approved program, or an associate's/bachelor's degree and relevant paralegal experience5-10+ years of paralegal experience, preferably in a corporate legal department or law firmStrong working knowledge of legal operations, matter management, AI, Microsoft Word, Excel, and OutlookDemonstrated experience building or scaling a legal operations functionExperience with legal research tools (Westlaw or Lexis)Excellent written communication, proofreading, and organizational skillsProven ability to handle highly confidential information with discretionTrack record of effectively managing outside counsel and legal spendPreferred:Background in insurance, mortgage lending, or funeral/cemetery industriesNational certification such as NALA Certified Paralegal (CP) or NFPA Registered Paralegal (RP)Soft Skills:Extremely high EQ, low ego, dynamic, adaptive, creative, energetic, enthusiastic, positive, high-energy, proactive, go-getter who can handle a large volume of work, while developing operational efficiencies to do more with less, and demonstrate Legal's value as a business partnerOperates with calm demeanor, candor, humility, and clarity, even under pressureCollaborates across functions, listens deeply, brings people along, and leads from principleHolds the bar high for themselves and the team and leads by exampleMission-Centric: Believes in what we are building and why it matters. Ties legal decisions to the mission. 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