Paralegal

Paralegal Position at Venerable

The Legal team at Venerable is seeking a Paralegal who is a quick learner, flexible, pro-active, organized, and detail-oriented, and will work closely and collaboratively with the Deputy General Counsel and Counsel in all aspects of maintaining compliance under federal and state laws and regulations for the organization's registered securities products and non-registered insurance products, while providing overall support to the organization's Legal & Compliance Team. This practice includes such fundamentals as preparing and managing the processes associated with filings with state and federal regulators. Related responsibilities relate to legal research, contract and document drafting, and maintenance of contracts, records, and intellectual property. Venerable is currently working in a hybrid work model, and this position is located at our West Chester, PA office.

The Paralegal must be adept at handling competing deadlines, have the ability to multi-task in a very fast-paced environment, and work well under pressure while supporting the organization's Legal & Compliance Team.

The duties of a Paralegal may include:

• Managing the processes associated with and drafting/updating, and filing of various insurance product documents with federal and state regulators;
• Completing and filing periodic regulatory filings as needed; renewing and maintaining company licensing with the states;
• Coordination of preparation of materials for certain board meetings;
• Maintaining up-to-date 50 state surveys of laws related to Company processes and procedures;
• Analyzing documents for compliance with federal and state laws, regulations, and case law;
• Responding to requests for information; and
• Performing legal research and compiling data; monitoring changes of the laws applicable to the Company's business.

Knowledge, Skills, and Abilities:

• Bachelor's degree or equivalent; Paralegal certification preferred.
• Typically, three (3) or more years of experience as corporate paralegal or substantially equivalent experience performing paralegal responsibilities, as described above.
• General familiarity with federal securities laws and regulations applicable to variable insurance products preferred.
• General familiarity with state insurance laws and regulations preferred. Experience with filing documents with state or federal regulators.
• General familiarity with FINRA rules and regulations applicable to broker-dealers preferred.
• Knowledge of and experience doing legal research on-line.
• Proficiency with Microsoft Office Suite, including WORD, Excel, PowerPoint, and Teams Meetings.
• Dedication and a commitment to teamwork and mutual respect are also essential.

Venerable Values:

Every position at Venerable has responsibility for living out the company's values as described here:

We are Courageous - We think critically, ask "why?" and seek out creative solutions.

We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking.

We are Connected - We are connected to each other, our customers and our community.

Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for.

If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.