Legal Administrative Assistant

Sammons Financial Group•West Des Moines, IA

18d•Onsite

About The Position

Provide administrative and project support to the legal department staff and business partners, including assistance with calendaring, travel, expense reporting, billing, coordination of meetings and events, research, mail, data entry, and electronic document and matter management.

Requirements

High School Diploma or equivalent
3-5 years' office experience preferred
Up to 3 years' experience in a support role in a professional environment
Excellent organizational and time management skills
Proficiency with business software platforms, and the ability to create and maintain documents, reports, spreadsheets, charts, and presentations; Microsoft Office Suite preferred (Word, Excel, PowerPoint, Outlook)
Ability to conduct basic research and document findings
Strong written, verbal, and interpersonal communication skills, and the ability to build strong working relationships
Good judgment and decision-making skills
Acute attention to detail, accuracy, and confidentiality
Ability to thrive in a fast-paced environment with fluctuating priorities and deadlines
Basic understanding of legal and financial services terminology preferred
May be required to travel to a company office or location other than your normal workplace for trainings, meetings, conferences or to support business needs
Criminal background check required.

Nice To Haves

Experience in supporting internal customers preferred
Experience and basic understanding of financial services products, including annuities and life insurance, preferred

Responsibilities

Administrative and project support. Provide administrative and project support to the legal department and/or assigned team on a variety of legal matters. Examples may include, but are not limited to: -Managing individual and department calendars and schedules, making travel arrangements, auditing and submitting expense reports, coordinating meetings and events, distributing mail to the legal department staff at the designated office location, and similar administrative support tasks -Reviewing and auditing invoices, and identifying, investigating, resolving and documenting discrepancies, entering into accounts payable systems, and routing for approval and payment -Tracking and reporting on projects and deliverables, timelines, risks, metrics, and status -Monitoring, auditing, maintaining, and communicating policies and procedures.
Liaison/point of contact. Function as a primary liaison and point of contact for the legal department and/or assigned area regarding a variety of matters. Examples may include, but are not limited to: Document and file storage, retrieval, control, classification, and retention requirements for privileged and non-privileged records, in all classifications and mediums, including but not limited to litigation, contracts, outside counsel engagements, corporate governance, risk, regulatory, and transactional -Information intake from business partners, relaying to the appropriate contact, and facilitating communication
Legal support. Provide assistance and support to assigned attorneys and legal department staff on a variety of legal matters. Examples may include, but are not limited to: -Reviewing and adding notes to basic contracts and providing similar contract-related support -Participating in training and communicate with business regarding business unit and customer questions and issues -Performing basic research on a variety of matters as assigned, such as privacy and cyber-security issues, life and annuity claims, intellectual property matters, information regulatory requirements and governance, corporate insurance, insurance regulations and requirements, and/or similar matters
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
Other duties as assigned.

Benefits

Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.

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