Paralegal - Development

Mayo Clinic•Rochester, MN

30d•Hybrid

About The Position

The Paralegal provides guidance and assistance to physicians, allied health staff, attorneys and other parties, internally and externally, with respect to legal matters affecting Mayo Clinic charitable activities and fundraising. The Paralegal is responsible for managing a large and diversified workload in support of attorneys and clients that requires strong decision-making capabilities, a high level of independent judgment and a good understanding of the organization and its business needs. Under general direction, the Paralegal completes work at an advanced level with most work requiring limited attorney revision. Duties include review of probate, estate/trust and tax matters and related court documents, correspondence from attorneys, advisors and benefactors, as well as historical information in the Development database related to vested financial interest. Additional duties include preparing agreements such as charitable gift annuity contracts and calculations, gift agreements and deeds, drafting letters to attorneys, trustees, estate contacts and benefactors; completing documents, filings and forms as needed; investigating facts, and inquiring about discrepancies in accountings. The Paralegal will also review charitable solicitation and gift annuity registrations, assist in managing disputes and real estate transactions, facilitate and present on relevant subject matters to internal and external audiences, conduct legal research and perform other duties as needed. Paralegal may maintain databases, automate work tasks, generate reports and address inquiries from the managing attorney, external contacts, and internal clients. Paralegal will support the Department of Development and engage in relationship-building initiatives and benefactor stewardship, such as coordinating and hosting in-person meetings and or tours with benefactors, estate representatives, and their advisors. The Paralegal will operate under the guidance of the managing attorney, executive director and legal specialist. The individual hired into this role will support our Department of Development. Visa sponsorship is not available for this position. This position is a combination of remote and on-site work. Individual MUST live within driving distance of Mayo Clinic in Rochester, MN with flexibility to work on-site intermittently in accordance with business needs. Cover letter and Resume are required for application consideration. Mayo Clinic is the nation's best hospital (U.S. News & World Report, 2020-2021) and ranked #1 in more specialties than any other care provider. We have a vast array of opportunities ranging from Nursing, Clinical, to Finance, IT, Administrative, Research and Support Services to name a few. Across all locations, you’ll find career opportunities that support diversity, equity and inclusion. At Mayo Clinic, we invest in you with opportunities for growth and development and our benefits and compensation package are highly competitive. We invite you to be a part of our team where you’ll discover a culture of teamwork, professionalism, mutual respect, and most importantly, a life-changing career! Mayo Clinic offers a variety of employee benefits. For additional information please visit Mayo Clinic Benefits. Eligibility may vary. Why Mayo Clinic Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans – to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic. Benefits Highlights Medical: Multiple plan options. Dental: Delta Dental or reimbursement account for flexible coverage. Vision: Affordable plan with national network. Pre-Tax Savings: HSA and FSAs for eligible expenses. Retirement: Competitive retirement package to secure your future. Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is. Equal Opportunity All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the "EOE is the Law". Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Responsibilities

Review of probate, estate/trust and tax matters and related court documents, correspondence from attorneys, advisors and benefactors, as well as historical information in the Development database related to vested financial interest.
Preparing agreements such as charitable gift annuity contracts and calculations, gift agreements and deeds, drafting letters to attorneys, trustees, estate contacts and benefactors; completing documents, filings and forms as needed; investigating facts, and inquiring about discrepancies in accountings.
Review charitable solicitation and gift annuity registrations, assist in managing disputes and real estate transactions, facilitate and present on relevant subject matters to internal and external audiences, conduct legal research and perform other duties as needed.
Maintain databases, automate work tasks, generate reports and address inquiries from the managing attorney, external contacts, and internal clients.
Support the Department of Development and engage in relationship-building initiatives and benefactor stewardship, such as coordinating and hosting in-person meetings and or tours with benefactors, estate representatives, and their advisors.