Paralegal Specialist - Financial Services

Nationwide•Columbus, OH

15d•Hybrid

About The Position

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As part of one of Nationwide Financial’s most dynamic and sophisticated business segments, this role supports the legal team that advises the Institutional Life Insurance (“ILI”) business, a market leader in both the Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) space. Experience with Donnelley Financial Solutions’ suite of disclosure‑management products, particularly ArcPro, will be viewed as a meaningful differentiator. Would you thrive in an environment where you can deliver top-quality legal services to support the goals and objectives of a Fortune 100 insurance and financial services company? If you possess the communication skills, analytical ability and paralegal skills needed to provide outstanding service, advice and counsel, we want to hear from you! As a Paralegal Specialist, you'll provide the highest level of legal assistance, project management and general support to the legal staff in the development, research, management and resolution of legal issues. We'll count on you to draft complex legal documents, agreements and pleadings related to a wide variety of matters, including litigation, for certain legal practice areas. You may have opportunities to work independently on some matters, with latitude for making decisions and taking action.

Requirements

Typically, eight or more years of experience as a paralegal with demonstrated good performance.
Advanced knowledge of paralegal concepts, practices and procedures.
Significant knowledge of the operations, practices and procedures of general counsel or civil litigation, depending on area of specialty.
Proven knowledge of filing requirements of courts and agencies.
Must have demonstrated knowledge in legal research and complex deposition motion practices, as well as in appellate procedures.
Sophisticated analytical, research and organizational skills.
Consistent track record in setting work priorities that conform with established standards.
Self-starter who is able to work with little direction.
Able to handle complex projects with minimal direction.
Proven ability to provide leadership and support.
Ability to give presentations in both formal and informal settings.
Strong verbal and written skills for contact with associates, attorneys, clients and customers.
Ability to operate a computer and related legal and business software and databases.

Nice To Haves

Experience with Donnelley Financial Solutions’ suite of disclosure‑management products, particularly ArcPro, will be viewed as a meaningful differentiator.
Undergraduate or post-graduate studies in business administration, insurance or other related area preferred.
Certification in paralegal studies preferred.

Responsibilities

Conduct legal research and regulatory analysis to support the development, maintenance, and evolution of ILI’s product offerings.
Support product development initiatives, including the review and enhancement of new and existing product structures.
Manage ArcPro content, including drafting, updating, and maintaining disclosure materials for both registered and unregistered offerings.
Coordinate cross functionally with stakeholders across ILI, ILI Legal, and enterprise partners to finalize transactional documentation for private placement transactions.
Maintain and harmonize disclosure materials related to ILI’s private placement investment strategies, ensuring accuracy, consistency, and alignment across documents.
Oversee third party industry litigation tracking and manage the ILI litigation dashboard to keep the business informed of relevant legal developments that may impact risk assessment or strategy.
Provides support to attorneys in the form of legal research, drafting communications and preparing legal documents with minimal direction.
Conducts sophisticated and detailed legal research and compiles data from such references as online sources, digests and practice manuals, among others.
Researches and provides analysis of statutes, regulations and court decisions.
Prepares summaries and recommends resolutions to legal questions.
Prepares correspondence to internal and external contacts.
Drafts contracts, patent applications, resolutions and other legal documents.
Drafts detailed deposition outlines/questions, motions, pleadings, subpoenas, orders and briefs.
Works with attorney on unusual or complex matters.
Conducts and supervises broad-level assignments.
Evaluates matters which may have a significant impact.
May assist the attorney in executing legal matters.
For litigation specialty areas, leads the analysis and evaluation of records and data for discovery.
Drafts recommendations and correspondence to clients, claims attorneys, and customers with regard to discovery and legal matters.
May develop and maintains information databases.
Builds new processes for data maintenance, storage and retrieval.
May conduct and evaluate open and closed paralegal file audits, advising attorneys and management of the audit results and recommending improvements.
Demonstrates expertise in paralegal concepts and procedures.
Maintains proficiency in both business and legal professional competencies.
Assists in developing and implementing policies, procedures and precedents for the paralegal area.
Coordinates workflow and mentors and trains less experienced paralegals.
Responds to requests for production of documents, responses to interrogatories and/or regulatory requests and inquiries, and coordinates pre-trial proceedings and discovery, depending on area of specialty.
May perform other responsibilities as assigned.

Benefits

medical/dental/vision
life insurance
short and long term disability coverage
paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
company-paid pension plan
business casual attire