Wealth Management Paralegal
About The Position
At Regions, the Paralegal - Corporate reports to an attorney in the Legal Department and provides professional legal support through legal research, drafting legal and business communications, and general file management. Primary Responsibilities Performs more complex legal and regulatory research for attorneys – finding relevant cases, statutes, regulations and other legal materials without citations Maintains up-to-date file on commonly used forms and recommends form revisions Draft documents – responses to information requests Prepares exhibit sets or documents for depositions, hearings, memos, investigations and/or trials Proactively communicates with appropriate internal parties to assist in resolving complex legal issues or acquire documentation Reviews and organizes documents received or presented from opposing parties Reviews and prepares documents Updates and maintains case and/or knowledge management database Coordinates with internal and/or external counsel May offer advice and guidance to junior paralegals May serve as an initial point of contact for external parties such as government agencies Prepares comprehensive document indexes, timelines and/or summaries Retrieves information from bank systems as needed for legal matters This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act
Requirements
- Bachelor’s degree in related field and five (5) years of legal experience in law firm/inhouse counsel
- Or High School Diploma and nine (9) years of legal experience in law firm/inhouse counsel
- Ability to work independently
- Data entry and typing skills
- Proficient in Microsoft Office (Excel, Word, Outlook, Teams, and PowerPoint, etc)
- Strong attention to detail
- Strong time management
- Strong research, writing and verbal communication skills
Nice To Haves
- Paralegal Certificate or formal legal training
- Subject matter experience in a given area of law/banking
- Experience with trusts, estates, probate, investments, tax, and/or Wealth Management preferred.
Responsibilities
- Performs more complex legal and regulatory research for attorneys – finding relevant cases, statutes, regulations and other legal materials without citations
- Maintains up-to-date file on commonly used forms and recommends form revisions
- Draft documents – responses to information requests
- Prepares exhibit sets or documents for depositions, hearings, memos, investigations and/or trials
- Proactively communicates with appropriate internal parties to assist in resolving complex legal issues or acquire documentation
- Reviews and organizes documents received or presented from opposing parties
- Reviews and prepares documents
- Updates and maintains case and/or knowledge management database
- Coordinates with internal and/or external counsel
- May offer advice and guidance to junior paralegals
- May serve as an initial point of contact for external parties such as government agencies
- Prepares comprehensive document indexes, timelines and/or summaries
- Retrieves information from bank systems as needed for legal matters
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
