Sr. Estate and Trust Paralegal

Key Responsibilities And Duties Gathers and analyzes legal research such as statutes, regulations, decisions, case filings, articles, and other documents. Keeps track of, prepares and files federal and/or state regulatory filings in a timely and accurate manner. Reviews and edits legal documents (e.g., contracts, agreements, pleadings, business communications, etc.) to ensure accuracy and completeness. Applies strong understanding of applicable practice areas, as well as federal and state regulatory issues/processes, to provide efficient and accurate paralegal services. Develops, and may recommend, alternative approaches to operational issues of low to moderate complexity in order to minimize business risks. Processes, analyzes, and summarizes more complex legal proceedings for attorneys. Reviews corporate documents for compliance with regulatory guidelines. Monitors and analyzes legislative/regulatory developments that affect the company’s products and services. Coordinates with business partners, outside counsel, and other vendors as needed to obtain and provide needed information, manage litigation, and handle other legal filings and projects. Required Background Estate and trust planning background needed. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred Physical Requirements Sedentary Work Career Level 6IC Related Skills Adaptability Communication Consultative Communication Continuous Improvement Mindset Detail-Oriented Ethical Conduct Legal Administration Base Pay Range $29.95/hr - $41.78/hr Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. #J-18808-Ljbffr TIAA