Job Title: Senior Paralegal Location: Houston, TX Type of Role: Direct Hire/ Permanent Overview Petroplan has been a trusted, global talent solutions partner for nearly fifty years, specializing in supporting projects and connecting talented professionals in the Energy Industry. We have partnered with our trusted client that is looking for a Senior Paralegal. The role will be responsible for providing comprehensive support to their in-house counsel. You must have a strong background in corporate law, corporate governance, and securities regulations. Responsibilities: Responsibilities: Document Preparation and Filing: Assist in the preparation, review, and filing of various legal documents, such as contracts, agreements, and regulatory filings. Corporate Governance Support: Coordinate and manage corporate governance documents, including board meeting materials, minutes, resolutions, and compliance with state and federal regulations. Entity Management: Support the management of both domestic and international entities, including maintaining corporate records, entity formation and dissolution, and ensuring compliance with relevant laws. Litigation Assistance: Provide valuable support to in-house counsel on litigation matters, including legal research, document preparation, discovery processes, and coordination with external counsel and internal stakeholders. File Management: Organize and maintain both electronic and physical legal files, ensuring accuracy and adherence to document retention policies. Stakeholder Communication: Assist in responding to inquiries and requests from regulatory authorities, auditors, and other stakeholders, representing our commitment to compliance and transparency. Corporate Event Preparation: Aid in the preparation of materials for board meetings, shareholder meetings, and other corporate events, including organizing and conducting compliance training sessions for employees. Continuous Learning: Stay up to date on changes in laws, regulations, and corporate governance guidelines relevant to company's operations and industry, contributing to a proactive approach to compliance. Qualifications Bachelor's degree in paralegal studies, legal studies or related field Paralegal certification preferred 5 years or more of paralegal experience Experience with LexisNexis or Westlaw Experience supporting public company operations Oil and gas experience, upstream preferred About Petroplan Petroplan is the trusted, specialist global Talent Solutions partner of choice for employers and professionals in the Energy sector. Since 1976, Petroplan has been here to help people like you make the most of the opportunities available and find the best fit for you as an individual. Over 10,000 placements in more than 55 countries for over 550 clients across 65 disciplines. In an industry where skilled and experienced professionals are increasingly sought after resource, we appreciate the true value of what you have to offer. What's more, we understand that different things are important to different people in today's world of work - it's about making exactly the right connections for you as an individual. Our reputation for contractor and candidate care, understanding what makes you tick, and finding you the best match is second-to-none. We understand the industry inside-out and seek to understand YOU and your motivations in the same way. We take the time to evaluate your individual strengths, understand the most important things to you, and establish exactly what you're looking for from your next role.
05/18/2024
Full time
Job Title: Senior Paralegal Location: Houston, TX Type of Role: Direct Hire/ Permanent Overview Petroplan has been a trusted, global talent solutions partner for nearly fifty years, specializing in supporting projects and connecting talented professionals in the Energy Industry. We have partnered with our trusted client that is looking for a Senior Paralegal. The role will be responsible for providing comprehensive support to their in-house counsel. You must have a strong background in corporate law, corporate governance, and securities regulations. Responsibilities: Responsibilities: Document Preparation and Filing: Assist in the preparation, review, and filing of various legal documents, such as contracts, agreements, and regulatory filings. Corporate Governance Support: Coordinate and manage corporate governance documents, including board meeting materials, minutes, resolutions, and compliance with state and federal regulations. Entity Management: Support the management of both domestic and international entities, including maintaining corporate records, entity formation and dissolution, and ensuring compliance with relevant laws. Litigation Assistance: Provide valuable support to in-house counsel on litigation matters, including legal research, document preparation, discovery processes, and coordination with external counsel and internal stakeholders. File Management: Organize and maintain both electronic and physical legal files, ensuring accuracy and adherence to document retention policies. Stakeholder Communication: Assist in responding to inquiries and requests from regulatory authorities, auditors, and other stakeholders, representing our commitment to compliance and transparency. Corporate Event Preparation: Aid in the preparation of materials for board meetings, shareholder meetings, and other corporate events, including organizing and conducting compliance training sessions for employees. Continuous Learning: Stay up to date on changes in laws, regulations, and corporate governance guidelines relevant to company's operations and industry, contributing to a proactive approach to compliance. Qualifications Bachelor's degree in paralegal studies, legal studies or related field Paralegal certification preferred 5 years or more of paralegal experience Experience with LexisNexis or Westlaw Experience supporting public company operations Oil and gas experience, upstream preferred About Petroplan Petroplan is the trusted, specialist global Talent Solutions partner of choice for employers and professionals in the Energy sector. Since 1976, Petroplan has been here to help people like you make the most of the opportunities available and find the best fit for you as an individual. Over 10,000 placements in more than 55 countries for over 550 clients across 65 disciplines. In an industry where skilled and experienced professionals are increasingly sought after resource, we appreciate the true value of what you have to offer. What's more, we understand that different things are important to different people in today's world of work - it's about making exactly the right connections for you as an individual. Our reputation for contractor and candidate care, understanding what makes you tick, and finding you the best match is second-to-none. We understand the industry inside-out and seek to understand YOU and your motivations in the same way. We take the time to evaluate your individual strengths, understand the most important things to you, and establish exactly what you're looking for from your next role.
Job Description Job Title: Estate Planning Paralegal Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Your attention to detail and understanding of legal procedures will be essential in providing high-quality service to clients. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process. Maintain professional and courteous communication to ensure client satisfaction and understanding. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations. Ensure accuracy and compliance with legal requirements and client preferences. Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Conduct research on relevant laws and regulations to support the development of tailored estate plans. Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Ensure that all documentation is properly indexed, filed, and accessible for reference as needed. Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Facilitate the distribution of assets and resolution of estate-related matters. Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Work closely with clients, financial institutions, and other parties to ensure proper asset management and documentation. Beneficiary Designations: Assist clients in designating beneficiaries for retirement accounts, life insurance policies, and other assets. Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented. Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and drafting legal documents. Administrative Support: Provide administrative support to attorneys, including scheduling appointments, preparing correspondence, and maintaining calendars. Assist with billing, timekeeping, and other administrative tasks as needed. Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Paralegal certificate from an accredited program is a plus. Prior experience working as a paralegal in estate planning or probate administration preferred. Strong knowledge of estate planning concepts, legal terminology, and procedures. Proficiency in Microsoft Office Suite and legal software applications. Excellent organizational skills and attention to detail. Effective communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Commitment to maintaining confidentiality and upholding ethical standards. Seeking estate planning paralegal to join our New York Offices. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms. Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. Strong working knowledge of Microsoft Word and document assembly programs a plus. College degree and/or paralegal certificate and two plus years of experience preferred. We will consider a JD/paralegal candidate as well.
05/18/2024
Full time
Job Description Job Title: Estate Planning Paralegal Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Your attention to detail and understanding of legal procedures will be essential in providing high-quality service to clients. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process. Maintain professional and courteous communication to ensure client satisfaction and understanding. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations. Ensure accuracy and compliance with legal requirements and client preferences. Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Conduct research on relevant laws and regulations to support the development of tailored estate plans. Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Ensure that all documentation is properly indexed, filed, and accessible for reference as needed. Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Facilitate the distribution of assets and resolution of estate-related matters. Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Work closely with clients, financial institutions, and other parties to ensure proper asset management and documentation. Beneficiary Designations: Assist clients in designating beneficiaries for retirement accounts, life insurance policies, and other assets. Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented. Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and drafting legal documents. Administrative Support: Provide administrative support to attorneys, including scheduling appointments, preparing correspondence, and maintaining calendars. Assist with billing, timekeeping, and other administrative tasks as needed. Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Paralegal certificate from an accredited program is a plus. Prior experience working as a paralegal in estate planning or probate administration preferred. Strong knowledge of estate planning concepts, legal terminology, and procedures. Proficiency in Microsoft Office Suite and legal software applications. Excellent organizational skills and attention to detail. Effective communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Commitment to maintaining confidentiality and upholding ethical standards. Seeking estate planning paralegal to join our New York Offices. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms. Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. Strong working knowledge of Microsoft Word and document assembly programs a plus. College degree and/or paralegal certificate and two plus years of experience preferred. We will consider a JD/paralegal candidate as well.
State Farm Mutual Automobile Insurance Company
Indianapolis, Indiana
Job Description Legal Secretary US-IN-Indianapolis Job ID: 6 Type: Regular Full Time # of Openings: 2 Category: Legal, Compliance, and Risk Management Indianapolis, IN Overview We are not just offering a job but a meaningful career! Come join our passionate team! As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture. We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more! Visit our Careers page for more information on our benefits, locations and the process of joining the State Farm team! Responsibilities We are seeking a Legal Secretary to join State Farm Litigation Counsel in Indianapolis, Indiana. We hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. We are seeking individuals that are comfortable in a high volume, team-oriented work environment where it is critical to stay organized and prioritize work as it is assigned. The successful candidate will support attorneys performing the following: finalizing, filing, and serving pleadings and other legal documents, managing, and scheduling the attorney/team calendars including depositions, deadlines, and due dates, communicating with our claims partners and clients, and mail distribution including incoming and outgoing. The ability to work well with a team of lawyers, paralegals, and communicate with opposing counsel and staff is essential for this role. You will be working in a hybrid environment, with some required presence in the office and some remote. Work arrangements could change over time based on business needs Qualifications Litigation and/or Legal Secretarial experience required Experience with Adobe, Microsoft Office, and electronic document management systems and document assembly programs Litigation background and working familiarity with court rules and procedure Knowledge of legal terminology, local and state rules regarding pleadings and pre-trial matters, deadlines and filing requirements Experience with filing in State Courts Strong communication skills both written and verbal to effectively communicate with peers and internal/external customers Accurate typing skills Strong work ethic and initiative PM22 PI00f78eff76d6-3354
05/18/2024
Full time
Job Description Legal Secretary US-IN-Indianapolis Job ID: 6 Type: Regular Full Time # of Openings: 2 Category: Legal, Compliance, and Risk Management Indianapolis, IN Overview We are not just offering a job but a meaningful career! Come join our passionate team! As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture. We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more! Visit our Careers page for more information on our benefits, locations and the process of joining the State Farm team! Responsibilities We are seeking a Legal Secretary to join State Farm Litigation Counsel in Indianapolis, Indiana. We hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. We are seeking individuals that are comfortable in a high volume, team-oriented work environment where it is critical to stay organized and prioritize work as it is assigned. The successful candidate will support attorneys performing the following: finalizing, filing, and serving pleadings and other legal documents, managing, and scheduling the attorney/team calendars including depositions, deadlines, and due dates, communicating with our claims partners and clients, and mail distribution including incoming and outgoing. The ability to work well with a team of lawyers, paralegals, and communicate with opposing counsel and staff is essential for this role. You will be working in a hybrid environment, with some required presence in the office and some remote. Work arrangements could change over time based on business needs Qualifications Litigation and/or Legal Secretarial experience required Experience with Adobe, Microsoft Office, and electronic document management systems and document assembly programs Litigation background and working familiarity with court rules and procedure Knowledge of legal terminology, local and state rules regarding pleadings and pre-trial matters, deadlines and filing requirements Experience with filing in State Courts Strong communication skills both written and verbal to effectively communicate with peers and internal/external customers Accurate typing skills Strong work ethic and initiative PM22 PI00f78eff76d6-3354
Job Description Job Title: Estate Planning Paralegal Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Your attention to detail and understanding of legal procedures will be essential in providing high-quality service to clients. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process. Maintain professional and courteous communication to ensure client satisfaction and understanding. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations. Ensure accuracy and compliance with legal requirements and client preferences. Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Conduct research on relevant laws and regulations to support the development of tailored estate plans. Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Ensure that all documentation is properly indexed, filed, and accessible for reference as needed. Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Facilitate the distribution of assets and resolution of estate-related matters. Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Work closely with clients, financial institutions, and other parties to ensure proper asset management and documentation. Beneficiary Designations: Assist clients in designating beneficiaries for retirement accounts, life insurance policies, and other assets. Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented. Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and drafting legal documents. Administrative Support: Provide administrative support to attorneys, including scheduling appointments, preparing correspondence, and maintaining calendars. Assist with billing, timekeeping, and other administrative tasks as needed. Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Paralegal certificate from an accredited program is a plus. Prior experience working as a paralegal in estate planning or probate administration preferred. Strong knowledge of estate planning concepts, legal terminology, and procedures. Proficiency in Microsoft Office Suite and legal software applications. Excellent organizational skills and attention to detail. Effective communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Commitment to maintaining confidentiality and upholding ethical standards. Seeking estate planning paralegal to join our New Jersey Office. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms. Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. Strong working knowledge of Microsoft Word and document assembly programs a plus. College degree and/or paralegal certificate and two plus years of experience preferred. We will consider a JD/paralegal candidate as well.
05/17/2024
Full time
Job Description Job Title: Estate Planning Paralegal Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Your attention to detail and understanding of legal procedures will be essential in providing high-quality service to clients. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process. Maintain professional and courteous communication to ensure client satisfaction and understanding. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations. Ensure accuracy and compliance with legal requirements and client preferences. Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Conduct research on relevant laws and regulations to support the development of tailored estate plans. Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Ensure that all documentation is properly indexed, filed, and accessible for reference as needed. Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Facilitate the distribution of assets and resolution of estate-related matters. Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Work closely with clients, financial institutions, and other parties to ensure proper asset management and documentation. Beneficiary Designations: Assist clients in designating beneficiaries for retirement accounts, life insurance policies, and other assets. Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented. Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and drafting legal documents. Administrative Support: Provide administrative support to attorneys, including scheduling appointments, preparing correspondence, and maintaining calendars. Assist with billing, timekeeping, and other administrative tasks as needed. Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Paralegal certificate from an accredited program is a plus. Prior experience working as a paralegal in estate planning or probate administration preferred. Strong knowledge of estate planning concepts, legal terminology, and procedures. Proficiency in Microsoft Office Suite and legal software applications. Excellent organizational skills and attention to detail. Effective communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Commitment to maintaining confidentiality and upholding ethical standards. Seeking estate planning paralegal to join our New Jersey Office. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms. Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. Strong working knowledge of Microsoft Word and document assembly programs a plus. College degree and/or paralegal certificate and two plus years of experience preferred. We will consider a JD/paralegal candidate as well.
Job Description Job Title: Estate Planning Paralegal Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Your attention to detail and understanding of legal procedures will be essential in providing high-quality service to clients. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process. Maintain professional and courteous communication to ensure client satisfaction and understanding. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations. Ensure accuracy and compliance with legal requirements and client preferences. Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Conduct research on relevant laws and regulations to support the development of tailored estate plans. Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Ensure that all documentation is properly indexed, filed, and accessible for reference as needed. Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Facilitate the distribution of assets and resolution of estate-related matters. Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Work closely with clients, financial institutions, and other parties to ensure proper asset management and documentation. Beneficiary Designations: Assist clients in designating beneficiaries for retirement accounts, life insurance policies, and other assets. Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented. Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and drafting legal documents. Administrative Support: Provide administrative support to attorneys, including scheduling appointments, preparing correspondence, and maintaining calendars. Assist with billing, timekeeping, and other administrative tasks as needed. Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Paralegal certificate from an accredited program is a plus. Prior experience working as a paralegal in estate planning or probate administration preferred. Strong knowledge of estate planning concepts, legal terminology, and procedures. Proficiency in Microsoft Office Suite and legal software applications. Excellent organizational skills and attention to detail. Effective communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Commitment to maintaining confidentiality and upholding ethical standards. Seeking estate planning paralegal to join our New York Offices. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms. Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. Strong working knowledge of Microsoft Word and document assembly programs a plus. College degree and/or paralegal certificate and two plus years of experience preferred. We will consider a JD/paralegal candidate as well.
05/17/2024
Full time
Job Description Job Title: Estate Planning Paralegal Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Your attention to detail and understanding of legal procedures will be essential in providing high-quality service to clients. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process. Maintain professional and courteous communication to ensure client satisfaction and understanding. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations. Ensure accuracy and compliance with legal requirements and client preferences. Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Conduct research on relevant laws and regulations to support the development of tailored estate plans. Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Ensure that all documentation is properly indexed, filed, and accessible for reference as needed. Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Facilitate the distribution of assets and resolution of estate-related matters. Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Work closely with clients, financial institutions, and other parties to ensure proper asset management and documentation. Beneficiary Designations: Assist clients in designating beneficiaries for retirement accounts, life insurance policies, and other assets. Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented. Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and drafting legal documents. Administrative Support: Provide administrative support to attorneys, including scheduling appointments, preparing correspondence, and maintaining calendars. Assist with billing, timekeeping, and other administrative tasks as needed. Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Paralegal certificate from an accredited program is a plus. Prior experience working as a paralegal in estate planning or probate administration preferred. Strong knowledge of estate planning concepts, legal terminology, and procedures. Proficiency in Microsoft Office Suite and legal software applications. Excellent organizational skills and attention to detail. Effective communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Commitment to maintaining confidentiality and upholding ethical standards. Seeking estate planning paralegal to join our New York Offices. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms. Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. Strong working knowledge of Microsoft Word and document assembly programs a plus. College degree and/or paralegal certificate and two plus years of experience preferred. We will consider a JD/paralegal candidate as well.
Job Description Job Title: Estate Planning Paralegal Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Your attention to detail and understanding of legal procedures will be essential in providing high-quality service to clients. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process. Maintain professional and courteous communication to ensure client satisfaction and understanding. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations. Ensure accuracy and compliance with legal requirements and client preferences. Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Conduct research on relevant laws and regulations to support the development of tailored estate plans. Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Ensure that all documentation is properly indexed, filed, and accessible for reference as needed. Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Facilitate the distribution of assets and resolution of estate-related matters. Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Work closely with clients, financial institutions, and other parties to ensure proper asset management and documentation. Beneficiary Designations: Assist clients in designating beneficiaries for retirement accounts, life insurance policies, and other assets. Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented. Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and drafting legal documents. Administrative Support: Provide administrative support to attorneys, including scheduling appointments, preparing correspondence, and maintaining calendars. Assist with billing, timekeeping, and other administrative tasks as needed. Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Paralegal certificate from an accredited program is a plus. Prior experience working as a paralegal in estate planning or probate administration preferred. Strong knowledge of estate planning concepts, legal terminology, and procedures. Proficiency in Microsoft Office Suite and legal software applications. Excellent organizational skills and attention to detail. Effective communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Commitment to maintaining confidentiality and upholding ethical standards. Seeking estate planning paralegal to join our New York Offices. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms. Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. Strong working knowledge of Microsoft Word and document assembly programs a plus. College degree and/or paralegal certificate and two plus years of experience preferred. We will consider a JD/paralegal candidate as well.
05/17/2024
Full time
Job Description Job Title: Estate Planning Paralegal Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Your attention to detail and understanding of legal procedures will be essential in providing high-quality service to clients. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process. Maintain professional and courteous communication to ensure client satisfaction and understanding. Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations. Ensure accuracy and compliance with legal requirements and client preferences. Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Conduct research on relevant laws and regulations to support the development of tailored estate plans. Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Ensure that all documentation is properly indexed, filed, and accessible for reference as needed. Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Facilitate the distribution of assets and resolution of estate-related matters. Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Work closely with clients, financial institutions, and other parties to ensure proper asset management and documentation. Beneficiary Designations: Assist clients in designating beneficiaries for retirement accounts, life insurance policies, and other assets. Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented. Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and drafting legal documents. Administrative Support: Provide administrative support to attorneys, including scheduling appointments, preparing correspondence, and maintaining calendars. Assist with billing, timekeeping, and other administrative tasks as needed. Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Paralegal certificate from an accredited program is a plus. Prior experience working as a paralegal in estate planning or probate administration preferred. Strong knowledge of estate planning concepts, legal terminology, and procedures. Proficiency in Microsoft Office Suite and legal software applications. Excellent organizational skills and attention to detail. Effective communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Commitment to maintaining confidentiality and upholding ethical standards. Seeking estate planning paralegal to join our New York Offices. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms. Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. Strong working knowledge of Microsoft Word and document assembly programs a plus. College degree and/or paralegal certificate and two plus years of experience preferred. We will consider a JD/paralegal candidate as well.
Date Posted: 05/14/2024 Hiring Organization: Rose International Position Number: 464030 Job Title: Senior Paralegal Job Location: Tampa, FL, USA, 33602 Work Model: Onsite Shift: 2 days onsite and 3 days remote Employment Type: Temporary Estimated Duration (In months): 4 Min Hourly Rate ($): 40.00 Max Hourly Rate ($): 45.00 Must Have Skills/Attributes: Banking/Financial, Legal Documentation, MS Excel, Paralegal Job Description Only those lawfully authorized to work in the designated country associated with the position will be considered. Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements. The Senior Paralegal is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. The impact of the job holder is restricted to their own team. Required Education: • Bachelors/University degree or equivalent experience Required Experience: • 2-4 years relevant experience • Paralegal certification from an accredited institution • Experience working in corporate legal department, law firm, financial services, consulting or technology firm • Excellent technical, writing, analytic and research skills • Excellent Word, Excel and PowerPoint skills • Excellent interpersonal skills relating to confidential information and when dealing with customers/regulators/Staff • Excellent organizational skills • Ability to review and organize numerous related documents Responsibilities: • Performs varied work that involves moderate initiative and responsibility, to assist in-house and outside counsels with complex and variable matters • Prepares initial drafts of briefs, legal documents including licenses, settlements, contracts and other formal legal document, as well as other matters • Summarizes and distributes research and work product in format(s) that enable attorneys and other staff to easily understand and reference relevant information • Conducts legal research to support attorney, program, or project work • Reviews, classifies and routes complex pleadings or documents to appropriate legal or operations departments • Inputs data in various legal database systems, tracks billing and invoices • Assists lawyers/attorneys/program managers in executing legal transactions • May perform special investigations at the request of attorneys, program managers or paralegals • Responsible for securing, preparing, drafting, and processing legal documents • Coordinates meetings and performs various administrative tasks as assigned • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Client, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Benefits: For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website. California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
05/17/2024
Full time
Date Posted: 05/14/2024 Hiring Organization: Rose International Position Number: 464030 Job Title: Senior Paralegal Job Location: Tampa, FL, USA, 33602 Work Model: Onsite Shift: 2 days onsite and 3 days remote Employment Type: Temporary Estimated Duration (In months): 4 Min Hourly Rate ($): 40.00 Max Hourly Rate ($): 45.00 Must Have Skills/Attributes: Banking/Financial, Legal Documentation, MS Excel, Paralegal Job Description Only those lawfully authorized to work in the designated country associated with the position will be considered. Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements. The Senior Paralegal is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. The impact of the job holder is restricted to their own team. Required Education: • Bachelors/University degree or equivalent experience Required Experience: • 2-4 years relevant experience • Paralegal certification from an accredited institution • Experience working in corporate legal department, law firm, financial services, consulting or technology firm • Excellent technical, writing, analytic and research skills • Excellent Word, Excel and PowerPoint skills • Excellent interpersonal skills relating to confidential information and when dealing with customers/regulators/Staff • Excellent organizational skills • Ability to review and organize numerous related documents Responsibilities: • Performs varied work that involves moderate initiative and responsibility, to assist in-house and outside counsels with complex and variable matters • Prepares initial drafts of briefs, legal documents including licenses, settlements, contracts and other formal legal document, as well as other matters • Summarizes and distributes research and work product in format(s) that enable attorneys and other staff to easily understand and reference relevant information • Conducts legal research to support attorney, program, or project work • Reviews, classifies and routes complex pleadings or documents to appropriate legal or operations departments • Inputs data in various legal database systems, tracks billing and invoices • Assists lawyers/attorneys/program managers in executing legal transactions • May perform special investigations at the request of attorneys, program managers or paralegals • Responsible for securing, preparing, drafting, and processing legal documents • Coordinates meetings and performs various administrative tasks as assigned • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Client, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Benefits: For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website. California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
State Farm Mutual Automobile Insurance Company
Fort Lauderdale, Florida
Job Description Paralegal US-FL-Fort Lauderdale Job ID: 2 Type: Regular Full Time # of Openings: 1 Category: Legal, Compliance, and Risk Management Fort Lauderdale, FL Overview We are not just offering a job but a meaningful career! Come join our passionate team! As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture. We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more! Visit our Careers page for more information on our benefits, locations and the process of joining the State Farm team! Responsibilities Nicholas J. Ryan & Associates, in-house counsel for State Farm Insurance Companies, is seeking a paralegal to join our BI/UM team. Candidates must have knowledge of Insurance Defense Discovery procedures and litigation procedures, as well as local court rules. Excellent communication skills both written and verbal, strong software/technological skills, and experience working in a paperless fast pace environment where all work is time sensitive are required for this role. Qualified candidates must be reliable, dedicated, and team-oriented with a professional appearance and demeanor. Located in Ft. Lauderdale, Florida, we enjoy an active, busy civil trial practice. We provide a congenial, team-oriented professional work environment with skilled support staff. We work hybrid work environment, spending some time working in office and some from home. Qualifications Prior litigation or paralegal experience, paralegal degree/certificate/certification, medical training, or relevant coursework or legal studies degree is required Three to five years of paralegal Discovery and trial experience; preferably in Insurance Defense. Plaintiff's personal injury experience will be considered. Uses basic knowledge of discovery and litigation process in state of operation to assist attorneys with file handling Uses basic knowledge of civil procedure to draft routine pleadings, discovery, motions, and other documents as assigned by attorneys Uses basic understanding of medical terminology, records, typical injuries and treatment to assist attorneys with medical records collection and review of medical records in assigned files Develops skills in use of trial presentation technology to assist attorneys in trial preparation and presentation Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B Visa) for this opportunity. PM22 PI75d6f28d4e76-4208
05/16/2024
Full time
Job Description Paralegal US-FL-Fort Lauderdale Job ID: 2 Type: Regular Full Time # of Openings: 1 Category: Legal, Compliance, and Risk Management Fort Lauderdale, FL Overview We are not just offering a job but a meaningful career! Come join our passionate team! As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture. We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more! Visit our Careers page for more information on our benefits, locations and the process of joining the State Farm team! Responsibilities Nicholas J. Ryan & Associates, in-house counsel for State Farm Insurance Companies, is seeking a paralegal to join our BI/UM team. Candidates must have knowledge of Insurance Defense Discovery procedures and litigation procedures, as well as local court rules. Excellent communication skills both written and verbal, strong software/technological skills, and experience working in a paperless fast pace environment where all work is time sensitive are required for this role. Qualified candidates must be reliable, dedicated, and team-oriented with a professional appearance and demeanor. Located in Ft. Lauderdale, Florida, we enjoy an active, busy civil trial practice. We provide a congenial, team-oriented professional work environment with skilled support staff. We work hybrid work environment, spending some time working in office and some from home. Qualifications Prior litigation or paralegal experience, paralegal degree/certificate/certification, medical training, or relevant coursework or legal studies degree is required Three to five years of paralegal Discovery and trial experience; preferably in Insurance Defense. Plaintiff's personal injury experience will be considered. Uses basic knowledge of discovery and litigation process in state of operation to assist attorneys with file handling Uses basic knowledge of civil procedure to draft routine pleadings, discovery, motions, and other documents as assigned by attorneys Uses basic understanding of medical terminology, records, typical injuries and treatment to assist attorneys with medical records collection and review of medical records in assigned files Develops skills in use of trial presentation technology to assist attorneys in trial preparation and presentation Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B Visa) for this opportunity. PM22 PI75d6f28d4e76-4208
Description: About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at a better place to be. ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. In this role you will: Support the Bank's People First focus and rules of engagement-maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB A Better Place to Be. Manage and administer a portfolio of loans from origination through to settlement and funding in accordance with Bank policies, procedures, and regulatory requirements. Analyze internal bank loan approvals to determine required due diligence and documentation for each loan transaction. Order all searches including flood and reviewing to ensure compliance with bank policy, procedures, and regulatory requirements. Ensure all collateral evaluations are ordered and reviewing of same to clear issues. Review and ensure all required insurance including flood is sufficient and in compliance with regulations. Prepare internal pre-closing and post-closing checklist. Act as liaison with lender, bank counsel and title companies. Review loan documentation to ensure compliance with loan approval and policy and ensuring that all standard provisions are included and are not compromised. Coordinate receipt of closing requirements with internal departments, lender, bank counsel, borrower, and borrower's counsel. Confirm that all conditions within the approval have been met and scheduling closing. Prepare Closing Letter for Bank Counsel which includes wire break-down, fees, etc. reviewing Settlement Statements and preparing funding wires. Prepare Booking sheet and reviewing loan after it is booked into the system of record. Ensure that all loans are closed without material, administrative or compliance exceptions. Follow up and clear loan documentation exceptions, approved post-closing documentation, and filed and recorded documents. Maintain pipeline and process approved loans in a timely manner. Ensure that all communications with clients are positive. Escalate any issues as needed to the appropriate party, and taking ownership and following up on a daily basis as necessary until conclusion. Must haves: Knowledge of relevant federal and state banking regulations. Knowledge of commercial loan documentation, title policies, appraisals, environmental assessments and entity formation documents. Familiarity with Bank security and safety practices. Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending. 5 years proven experience as Commercial loan closer. Excellent communications, planning, customer service, organization and interpersonal skills to deal effectively with customers, bank attorneys and bank personnel. Bonus Points For: Strong People First interest and ability. Paralegal Certificate or 2 year Associate Degree in Paralegal Studies. College Degree preferred, but not required. Additional information Benefits: World class health, vision, and dental benefits on day one 401k with employer match Hybrid work from home (depending on role) Employee appreciation events (team building, softball games, food truck days, etc ) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc ) Tuition reimbursement Employee Discount perks CNOB Community Service Events .and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us a better place to be! ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Requirements: PI5a88ae4e043d-2419
05/15/2024
Full time
Description: About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at a better place to be. ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. In this role you will: Support the Bank's People First focus and rules of engagement-maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB A Better Place to Be. Manage and administer a portfolio of loans from origination through to settlement and funding in accordance with Bank policies, procedures, and regulatory requirements. Analyze internal bank loan approvals to determine required due diligence and documentation for each loan transaction. Order all searches including flood and reviewing to ensure compliance with bank policy, procedures, and regulatory requirements. Ensure all collateral evaluations are ordered and reviewing of same to clear issues. Review and ensure all required insurance including flood is sufficient and in compliance with regulations. Prepare internal pre-closing and post-closing checklist. Act as liaison with lender, bank counsel and title companies. Review loan documentation to ensure compliance with loan approval and policy and ensuring that all standard provisions are included and are not compromised. Coordinate receipt of closing requirements with internal departments, lender, bank counsel, borrower, and borrower's counsel. Confirm that all conditions within the approval have been met and scheduling closing. Prepare Closing Letter for Bank Counsel which includes wire break-down, fees, etc. reviewing Settlement Statements and preparing funding wires. Prepare Booking sheet and reviewing loan after it is booked into the system of record. Ensure that all loans are closed without material, administrative or compliance exceptions. Follow up and clear loan documentation exceptions, approved post-closing documentation, and filed and recorded documents. Maintain pipeline and process approved loans in a timely manner. Ensure that all communications with clients are positive. Escalate any issues as needed to the appropriate party, and taking ownership and following up on a daily basis as necessary until conclusion. Must haves: Knowledge of relevant federal and state banking regulations. Knowledge of commercial loan documentation, title policies, appraisals, environmental assessments and entity formation documents. Familiarity with Bank security and safety practices. Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending. 5 years proven experience as Commercial loan closer. Excellent communications, planning, customer service, organization and interpersonal skills to deal effectively with customers, bank attorneys and bank personnel. Bonus Points For: Strong People First interest and ability. Paralegal Certificate or 2 year Associate Degree in Paralegal Studies. College Degree preferred, but not required. Additional information Benefits: World class health, vision, and dental benefits on day one 401k with employer match Hybrid work from home (depending on role) Employee appreciation events (team building, softball games, food truck days, etc ) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc ) Tuition reimbursement Employee Discount perks CNOB Community Service Events .and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us a better place to be! ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Requirements: PI5a88ae4e043d-2419
LITIGATION. COMPLIANCE. INVESTIGATIONS. It is what we do, day in and day out. At Lightfoot, Franklin & White, we are growing a Houston legal team that does meaningful work and has a great time doing it. As a Lightfoot Paralegal, you will receive the training, support and benefits that will help you rest easy and allow you to thrive in your legal career. Join our team as a Paralegal where you have the opportunity to work a wide range of cases with our experienced legal team. The ideal candidate will be a versatile and essential member of the team providing comprehensive support in all aspects of litigation. This role requires a strong understanding of litigation procedures, excellent organizational skills, and the ability to collaborate closely with attorneys and firm staff onsite to ensure the efficient management of cases. Responsibilities would include: Case Management Document Preparation E-Discovery Trial Support Court Filings Client Communication Legal Compliance and Confidentiality and Legal Office Administration Qualifications: JD, Bachelor's degree, Associates degree or a Certificate in paralegal studies, legal studies or related field. Several years' experience as a litigation paralegal familiar with the litigation process from case initiation to post trial procedures. Experience in product liability and/or civil litigation is highly desired. Knowledge of litigation procedures, including court rules, and filing requirements and deadlines. Familiarity with both Texas state and federal court systems. Experience with Microsoft Office (Word, Excel, Outlook) and document management software Ability to adapt to evolving legal processes in the context of litigation Able to work onsite at the office located in the Galleria Area of Houston / St. James Place (not hybrid or remote) Benefits: We believe in providing a competitive benefits package for all professionals on staff. This includes: Group medical insurance, Group dental insurance,Vision insurance Paid membership at onsite Fitness Center Flexible Spending Account/Dependent Care Spending Account Retirement 401(k) plan Group term life insurance Voluntary supplemental group term life insurance plan Group long-term disability insurance Free parking Generous paid time off and 12 paid Holidays Lightfoot is an At-Will, Equal Employment Opportunity Employer. It is our policy to pledge full support to equal employment opportunity for all persons, regardless of race, color, religion, sex, national origin, disability, age, or any other protected characteristic with respect to recruitment, hiring, training, promotion and other work available. Accordingly, all employment decisions are consistent with the principles of equal employment opportunity (EEO). Compensation details: 0 Hourly Wage PI76cb-3991
05/15/2024
Full time
LITIGATION. COMPLIANCE. INVESTIGATIONS. It is what we do, day in and day out. At Lightfoot, Franklin & White, we are growing a Houston legal team that does meaningful work and has a great time doing it. As a Lightfoot Paralegal, you will receive the training, support and benefits that will help you rest easy and allow you to thrive in your legal career. Join our team as a Paralegal where you have the opportunity to work a wide range of cases with our experienced legal team. The ideal candidate will be a versatile and essential member of the team providing comprehensive support in all aspects of litigation. This role requires a strong understanding of litigation procedures, excellent organizational skills, and the ability to collaborate closely with attorneys and firm staff onsite to ensure the efficient management of cases. Responsibilities would include: Case Management Document Preparation E-Discovery Trial Support Court Filings Client Communication Legal Compliance and Confidentiality and Legal Office Administration Qualifications: JD, Bachelor's degree, Associates degree or a Certificate in paralegal studies, legal studies or related field. Several years' experience as a litigation paralegal familiar with the litigation process from case initiation to post trial procedures. Experience in product liability and/or civil litigation is highly desired. Knowledge of litigation procedures, including court rules, and filing requirements and deadlines. Familiarity with both Texas state and federal court systems. Experience with Microsoft Office (Word, Excel, Outlook) and document management software Ability to adapt to evolving legal processes in the context of litigation Able to work onsite at the office located in the Galleria Area of Houston / St. James Place (not hybrid or remote) Benefits: We believe in providing a competitive benefits package for all professionals on staff. This includes: Group medical insurance, Group dental insurance,Vision insurance Paid membership at onsite Fitness Center Flexible Spending Account/Dependent Care Spending Account Retirement 401(k) plan Group term life insurance Voluntary supplemental group term life insurance plan Group long-term disability insurance Free parking Generous paid time off and 12 paid Holidays Lightfoot is an At-Will, Equal Employment Opportunity Employer. It is our policy to pledge full support to equal employment opportunity for all persons, regardless of race, color, religion, sex, national origin, disability, age, or any other protected characteristic with respect to recruitment, hiring, training, promotion and other work available. Accordingly, all employment decisions are consistent with the principles of equal employment opportunity (EEO). Compensation details: 0 Hourly Wage PI76cb-3991
Description Introduction Do you have the career opportunities as a(an) Paralegal you want with your current employer? We have an exciting opportunity for you to join HCA Healthcare which is part of the nation's leading provider of healthcare services, HCA Healthcare. Benefits HCA Healthcare, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) Employee Stock Purchase Plan with 10% off HCA Healthcare stock Family support through fertility and family building benefits with Progyny and adoption assistance. Referral services for child, elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer Discounts Retirement readiness, rollover assistance services and preferred banking partnerships Education assistance (tuition, student loan, certification support, dependent scholarships) Colleague recognition program Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. Our teams are a committed, caring group of colleagues. Do you want to work as a(an) Paralegal where your passion for creating positive patient interactions are valued? If you are dedicated to caring for the well-being of others, this could be your next opportunity. We want your knowledge and expertise! Job Summary and Qualifications General Responsibilities Works independently and with in-house employment counsel to ensure compliance with all aspects of employment-related federal, state and local laws, including those applicable to non-discrimination, wage and hour, and leaves of absence. Investigates employee legal claims and draft responses to governmental agencies and attorney letters, and supports attorneys in defense of lawsuits. Excellent analytical and writing skills required. Education & Experience Bachelor degree preferred Paralegal certificate or JD required 3 years of relevant experience HCA Healthcare (Corporate) , based in Nashville, Tennessee, supports a variety of corporate roles from business operations to administrative positions. Like our colleagues in any HCA Healthcare hospital, our corporate campus employees enjoy unparalleled resources and opportunities to reach their potential as healthcare leaders and innovators. From market rate compensation to continuing education and career advancement opportunities , every person has a solid foundation for success. Nashville is also home to our Executive Development Program , where exceptional employees are groomed to take on CNO- and COO-level roles in our hospitals. This selective program focuses on ethics, leadership and the financial and clinical knowledge required of professionals at this level of the industry. HCA Healthcare has been recognized as one of the World†s Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Bricks and mortar do not make a hospital. People do."- Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Paralegal opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. Unlock the possibilities and apply today! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. CORP-AFHP
05/14/2024
Full time
Description Introduction Do you have the career opportunities as a(an) Paralegal you want with your current employer? We have an exciting opportunity for you to join HCA Healthcare which is part of the nation's leading provider of healthcare services, HCA Healthcare. Benefits HCA Healthcare, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) Employee Stock Purchase Plan with 10% off HCA Healthcare stock Family support through fertility and family building benefits with Progyny and adoption assistance. Referral services for child, elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer Discounts Retirement readiness, rollover assistance services and preferred banking partnerships Education assistance (tuition, student loan, certification support, dependent scholarships) Colleague recognition program Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. Our teams are a committed, caring group of colleagues. Do you want to work as a(an) Paralegal where your passion for creating positive patient interactions are valued? If you are dedicated to caring for the well-being of others, this could be your next opportunity. We want your knowledge and expertise! Job Summary and Qualifications General Responsibilities Works independently and with in-house employment counsel to ensure compliance with all aspects of employment-related federal, state and local laws, including those applicable to non-discrimination, wage and hour, and leaves of absence. Investigates employee legal claims and draft responses to governmental agencies and attorney letters, and supports attorneys in defense of lawsuits. Excellent analytical and writing skills required. Education & Experience Bachelor degree preferred Paralegal certificate or JD required 3 years of relevant experience HCA Healthcare (Corporate) , based in Nashville, Tennessee, supports a variety of corporate roles from business operations to administrative positions. Like our colleagues in any HCA Healthcare hospital, our corporate campus employees enjoy unparalleled resources and opportunities to reach their potential as healthcare leaders and innovators. From market rate compensation to continuing education and career advancement opportunities , every person has a solid foundation for success. Nashville is also home to our Executive Development Program , where exceptional employees are groomed to take on CNO- and COO-level roles in our hospitals. This selective program focuses on ethics, leadership and the financial and clinical knowledge required of professionals at this level of the industry. HCA Healthcare has been recognized as one of the World†s Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Bricks and mortar do not make a hospital. People do."- Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Paralegal opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. Unlock the possibilities and apply today! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. CORP-AFHP
Truliant Federal Credit Union
Winston Salem, North Carolina
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Legal Counsel provides advice and counsel on legal matters involving the Credit Union and reports to the Credit Union's General Counsel. The position has responsibilities involving managing collections litigation (including lawsuits for money judgment and repossession of collateral), managing outside collections counsel, contract review, compliance support, and representing the Credit Union in corporate legal matters as needed. Essential Functions and Responsibilities Coordinates the filing and successful completion of collections lawsuits including lawsuits for money judgments and repossession of collateral. Attends hearings where needed to prosecute collections lawsuits. Engages outside collections counsel when needed on more complicated and contested collections matters. In those matters, acts as a liaison between Truliant and outside legal counsel. Establishes new outside legal counsel relationships for collections matters when needed. Assists the General Counsel where needed with all non-collection legal matters Assists the General Counsel with operational questions involving account opening and closing. Assists the General Counsel with operational questions involving accounts with estate, trust and power of attorney issues. Assists the General Counsel in negotiating, organizing, and supporting , the finalization and execution of all contracts and legal documents required in or relevant to the day-to-day activities of the organization, in order to protect the Credit Union's best interests. Assists the General Counsel on advising and rendering opinions with respect to legal implications involved in establishing or revising company policies and required disclosures. Assists the General Counsel in working with representatives from various departments on developing and modifying practices and procedures to conform to legal requirements. Assists the General Counsel in providing legal advice and information to the Board of Directors. Assists the General Counsel with the NCUA during annual examination periods, and any other quasi-supervisory setting. Assists the General Counsel in the development of new/revised products and promotions to ensure compliance with applicable regulations, including developing necessary disclosures and documents. Assists the General Counsel on researching and evaluating all regulatory changes for implications to the Credit Union and proposing implementation plans. Assists the General Counsel in maintaining the Credit Union's regulatory compliance program. Stays informed on and assists the General Counsel with Congressional and Legislative advocacy efforts affecting various Credit Union operations by researching and drafting comment letters and credit union communications with elected and other regulatory officials. Manages duties of a Paralegal designated to assist with pursuing collections lawsuits and filings. Participates in the annual review process, including writing and delivering reviews. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Knowledge, Skills, and Abilities Must have ability to provide meaningful interpretation of laws, rules and regulations to all levels of the Credit Union Must be able to research applicable regulations and provide in-depth analysis of their impact on the Credit Union Must have a strong business sense and the ability to evaluate processes and develop workable solutions to issues Must have strong project management skills Must have excellent communication skills in English, both verbal and written Must have strong PC skills, with intermediate knowledge on Microsoft Excel, Word, and Outlook Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible, compassionate Must have the ability to make recommendations to effectively resolve problems or issues, by using judgment that is consistent with standards, practices, policies, procedures, regulation, or government law Must be able to work under pressure of time deadlines Must have ability to read and absorb numerous business-related publications and industry data Must be resourceful and well organized, with strong attention to detail Must have the ability to research and analyze various type of data information Must be able to maintain confidentiality Must be flexible and able to shift resources and priorities as required Must be able to work in a general office environment Should possess a strong commitment to providing excellent service to Truliant's members Physical Requirements Occasional standing, walking, bending, and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Occasional travel required Education and Background Bachelor's degree, Juris Doctor, and license to practice law in at least one state are required; Master's degree preferred Minimum of 5 years litigation experience required, 3 years of which are in collections matters Minimum of 5 years' experience with UCC and contract law with knowledge of bankruptcy and collections law required Must have courtroom experience and prior collections experience Previous experience with powers of attorney, estate matters, and trusts preferred. If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
05/09/2024
Full time
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Legal Counsel provides advice and counsel on legal matters involving the Credit Union and reports to the Credit Union's General Counsel. The position has responsibilities involving managing collections litigation (including lawsuits for money judgment and repossession of collateral), managing outside collections counsel, contract review, compliance support, and representing the Credit Union in corporate legal matters as needed. Essential Functions and Responsibilities Coordinates the filing and successful completion of collections lawsuits including lawsuits for money judgments and repossession of collateral. Attends hearings where needed to prosecute collections lawsuits. Engages outside collections counsel when needed on more complicated and contested collections matters. In those matters, acts as a liaison between Truliant and outside legal counsel. Establishes new outside legal counsel relationships for collections matters when needed. Assists the General Counsel where needed with all non-collection legal matters Assists the General Counsel with operational questions involving account opening and closing. Assists the General Counsel with operational questions involving accounts with estate, trust and power of attorney issues. Assists the General Counsel in negotiating, organizing, and supporting , the finalization and execution of all contracts and legal documents required in or relevant to the day-to-day activities of the organization, in order to protect the Credit Union's best interests. Assists the General Counsel on advising and rendering opinions with respect to legal implications involved in establishing or revising company policies and required disclosures. Assists the General Counsel in working with representatives from various departments on developing and modifying practices and procedures to conform to legal requirements. Assists the General Counsel in providing legal advice and information to the Board of Directors. Assists the General Counsel with the NCUA during annual examination periods, and any other quasi-supervisory setting. Assists the General Counsel in the development of new/revised products and promotions to ensure compliance with applicable regulations, including developing necessary disclosures and documents. Assists the General Counsel on researching and evaluating all regulatory changes for implications to the Credit Union and proposing implementation plans. Assists the General Counsel in maintaining the Credit Union's regulatory compliance program. Stays informed on and assists the General Counsel with Congressional and Legislative advocacy efforts affecting various Credit Union operations by researching and drafting comment letters and credit union communications with elected and other regulatory officials. Manages duties of a Paralegal designated to assist with pursuing collections lawsuits and filings. Participates in the annual review process, including writing and delivering reviews. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Knowledge, Skills, and Abilities Must have ability to provide meaningful interpretation of laws, rules and regulations to all levels of the Credit Union Must be able to research applicable regulations and provide in-depth analysis of their impact on the Credit Union Must have a strong business sense and the ability to evaluate processes and develop workable solutions to issues Must have strong project management skills Must have excellent communication skills in English, both verbal and written Must have strong PC skills, with intermediate knowledge on Microsoft Excel, Word, and Outlook Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible, compassionate Must have the ability to make recommendations to effectively resolve problems or issues, by using judgment that is consistent with standards, practices, policies, procedures, regulation, or government law Must be able to work under pressure of time deadlines Must have ability to read and absorb numerous business-related publications and industry data Must be resourceful and well organized, with strong attention to detail Must have the ability to research and analyze various type of data information Must be able to maintain confidentiality Must be flexible and able to shift resources and priorities as required Must be able to work in a general office environment Should possess a strong commitment to providing excellent service to Truliant's members Physical Requirements Occasional standing, walking, bending, and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Occasional travel required Education and Background Bachelor's degree, Juris Doctor, and license to practice law in at least one state are required; Master's degree preferred Minimum of 5 years litigation experience required, 3 years of which are in collections matters Minimum of 5 years' experience with UCC and contract law with knowledge of bankruptcy and collections law required Must have courtroom experience and prior collections experience Previous experience with powers of attorney, estate matters, and trusts preferred. If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
Your Role The Sr. Director, Legal Counsel will be a member of Blue Shield's Law Department and will be a leader in the company. The Law Department partners with the company's business leaders to embrace legal and ethical behavior in the achievement of the company's mission. This team is highly regarded within the company and respected by management. It is comprised of top tier, analytical and intelligent attorneys; paralegals; contract and regulatory specialists; compliance specialists; and administrative support staff. The Sr. Director, Legal Counsel will provide advice and counsel on a broad range of health law issues, with a particular focus on strategic provider relationships, including negotiating contracts with major health systems for network participation, collaborating with business teams and members of the Law Department in developing innovative provider services agreements, accountable care organizations and specialty networks in Commercial, Medicare, and Medi-Cal programs, advising on a variety of compensation methodologies including global and shared risk arrangements, developing model provider agreements, and supporting the provider delegation oversight team. The Sr. Director, Legal Counsel also will engage with key regulators on filings and needed approvals. The Sr. Director, Legal Counsel must comfortably adapt to change, skillfully and quickly master new responsibilities, have demonstrated a strong business acumen, be able to lead team members, and possess a strong drive for excellence. . Your Work In this role, you will: In consultation with appropriate Law Department leadership, retains, oversees, and manages the work of outside counsel and ensures adherence to outside counsel budget Recommend operational plans and strategies that directly impact the achievement of overall results for multiple departments and company-wide results, profitability, and/or public image of the organization Under the direction of Law Department managing attorneys, function as the general counsel of the business and functional units assigned, and coordinate all legal services required by those units as an integral member of the units' leadership team. Design and implement policies, in consultation with the SVP/GC and Law Department leadership, governing Law Department organization, mission, strategy, and goals Work with executives to develop Blue Shield vision and strategy Provide advice and counsel on a broad range of health law issues, with a particular focus on strategic provider relationships, including negotiating contracts with major health systems for network participation, collaborating with business teams and members of the Law Department in developing innovative provider services agreements, accountable care organizations and specialty networks in Commercial, Medicare, and Medi-Cal programs, advising on a variety of provider compensation methodologies including global and shared risk arrangements, developing model provider agreements, and supporting the provider delegation oversight team Advise at all levels within the company on legal, regulatory, governmental agency, and contractual matters having a material impact on Blue Shield's strategic, operational and reputational goals Communicate with the Department of Managed Health Care, the California Department of Insurance, and the Department of Health Care Services to submit and seek approval of regulatory filings and responses Your Knowledge and Experience Requires a juris doctorate degree from a law school accredited by the American Bar Association. Must be an active member of the California bar, or have an active licensee in good standing of a bar of the United States or the District of Columbia who maintains Registered In-House Counsel status with the State Bar of California Requires successful track record of at least 10 years of experience providing legal advice on relevant areas of the law (e.g., corporate, privacy, health care regulatory, litigation, contracts, et al) at a top law firm or in-house corporate law department. Ideally, the candidate will possess a combination of law firm and in-house experience Excellent communication skills, both written and verbal, as well as relationship building skills to collaborate with and influence all relevant stakeholders, both internal and external Strong independent judgment, problem-solving, critical, and analytical thinking skills, including a "moral compass" and high integrity required. Ability to work with minimal supervision, to multi-task, and to deliver a high-quality work product in a highly regulated, demanding, and constantly changing corporate environment required Expertise providing legal advice to health plans, with a focus on managed care provider issues and provider-related regulatory requirements and operations in the Commercial, Medicare and Medi-Cal programs preferred Experience drafting and negotiating complex contracts between health plans and health care providers, including major provider systems and virtual providers preferred Superior contracting skills, and an ability to assess and draft agreements with a complete understanding of ramifications integrating law and business preferred Experience submitting and obtaining necessary approvals of regulatory filings with the Department of Managed Health Care, the California Department of Insurance, and the Department of Health Care Service preferred Knowledge of value-based compensation arrangements with providers, including compensation arrangements that take into account healthcare quality and equity measurements, and the ability to convert initial business concepts into compliant comprehensive contractual terms preferred Knowledge of the Knox-Keene Health Care Service Plan Act and Regulations, Affordable Care Act, ERISA, HIPAA, Stark laws, and False Claims Act Pay Range: The pay range for this role is: $ 202400.00 to $ 303600.00 for California. Note: Please note that this range represents the pay range for this and many other positions at Blue Shield that fall into this pay grade. Blue Shield salaries are based on a variety of factors, including the candidate's experience, location (California, Bay area, or outside California), and current employee salaries for similar roles.
05/07/2024
Full time
Your Role The Sr. Director, Legal Counsel will be a member of Blue Shield's Law Department and will be a leader in the company. The Law Department partners with the company's business leaders to embrace legal and ethical behavior in the achievement of the company's mission. This team is highly regarded within the company and respected by management. It is comprised of top tier, analytical and intelligent attorneys; paralegals; contract and regulatory specialists; compliance specialists; and administrative support staff. The Sr. Director, Legal Counsel will provide advice and counsel on a broad range of health law issues, with a particular focus on strategic provider relationships, including negotiating contracts with major health systems for network participation, collaborating with business teams and members of the Law Department in developing innovative provider services agreements, accountable care organizations and specialty networks in Commercial, Medicare, and Medi-Cal programs, advising on a variety of compensation methodologies including global and shared risk arrangements, developing model provider agreements, and supporting the provider delegation oversight team. The Sr. Director, Legal Counsel also will engage with key regulators on filings and needed approvals. The Sr. Director, Legal Counsel must comfortably adapt to change, skillfully and quickly master new responsibilities, have demonstrated a strong business acumen, be able to lead team members, and possess a strong drive for excellence. . Your Work In this role, you will: In consultation with appropriate Law Department leadership, retains, oversees, and manages the work of outside counsel and ensures adherence to outside counsel budget Recommend operational plans and strategies that directly impact the achievement of overall results for multiple departments and company-wide results, profitability, and/or public image of the organization Under the direction of Law Department managing attorneys, function as the general counsel of the business and functional units assigned, and coordinate all legal services required by those units as an integral member of the units' leadership team. Design and implement policies, in consultation with the SVP/GC and Law Department leadership, governing Law Department organization, mission, strategy, and goals Work with executives to develop Blue Shield vision and strategy Provide advice and counsel on a broad range of health law issues, with a particular focus on strategic provider relationships, including negotiating contracts with major health systems for network participation, collaborating with business teams and members of the Law Department in developing innovative provider services agreements, accountable care organizations and specialty networks in Commercial, Medicare, and Medi-Cal programs, advising on a variety of provider compensation methodologies including global and shared risk arrangements, developing model provider agreements, and supporting the provider delegation oversight team Advise at all levels within the company on legal, regulatory, governmental agency, and contractual matters having a material impact on Blue Shield's strategic, operational and reputational goals Communicate with the Department of Managed Health Care, the California Department of Insurance, and the Department of Health Care Services to submit and seek approval of regulatory filings and responses Your Knowledge and Experience Requires a juris doctorate degree from a law school accredited by the American Bar Association. Must be an active member of the California bar, or have an active licensee in good standing of a bar of the United States or the District of Columbia who maintains Registered In-House Counsel status with the State Bar of California Requires successful track record of at least 10 years of experience providing legal advice on relevant areas of the law (e.g., corporate, privacy, health care regulatory, litigation, contracts, et al) at a top law firm or in-house corporate law department. Ideally, the candidate will possess a combination of law firm and in-house experience Excellent communication skills, both written and verbal, as well as relationship building skills to collaborate with and influence all relevant stakeholders, both internal and external Strong independent judgment, problem-solving, critical, and analytical thinking skills, including a "moral compass" and high integrity required. Ability to work with minimal supervision, to multi-task, and to deliver a high-quality work product in a highly regulated, demanding, and constantly changing corporate environment required Expertise providing legal advice to health plans, with a focus on managed care provider issues and provider-related regulatory requirements and operations in the Commercial, Medicare and Medi-Cal programs preferred Experience drafting and negotiating complex contracts between health plans and health care providers, including major provider systems and virtual providers preferred Superior contracting skills, and an ability to assess and draft agreements with a complete understanding of ramifications integrating law and business preferred Experience submitting and obtaining necessary approvals of regulatory filings with the Department of Managed Health Care, the California Department of Insurance, and the Department of Health Care Service preferred Knowledge of value-based compensation arrangements with providers, including compensation arrangements that take into account healthcare quality and equity measurements, and the ability to convert initial business concepts into compliant comprehensive contractual terms preferred Knowledge of the Knox-Keene Health Care Service Plan Act and Regulations, Affordable Care Act, ERISA, HIPAA, Stark laws, and False Claims Act Pay Range: The pay range for this role is: $ 202400.00 to $ 303600.00 for California. Note: Please note that this range represents the pay range for this and many other positions at Blue Shield that fall into this pay grade. Blue Shield salaries are based on a variety of factors, including the candidate's experience, location (California, Bay area, or outside California), and current employee salaries for similar roles.
Essential Job Functions and Responsibilities (listed in order of importance and/or time spent) Hires, trains, mentors, and oversees the work of Senior Attorneys, Staff Attorneys, Accredited Representatives, Paralegals, and Legal Assistants. Routinely reports to Legal Director and other senior leaders regarding issues related to the provision of legal services for detained immigrant adults and/or unaccompanied children. Develops litigation and defense strategies to address case-related challenges. Provides technical case assistance to Legal Department staff and seeks and develops opportunities for training in relevant issue areas to further legal work. Performs regular case audits to ensure proper case management and data integrity. In coordination with leadership, develops and implements team building and other staff retention measures. Provides coaching, counseling, leadership, and performance feedback, and, where appropriate, applies performance improvement and discipline strategies. Maintains and develops materials and documents in support of the legal staff. Supports the Legal Director and senior leaders in developing and implementing management and programmatic strategies that ensure compliance with funding deliverables. In collaboration with the Legal Director and other senior leaders, prepares narrative reports and documentation required for program deliverables. Performs other related duties as required.
05/07/2024
Full time
Essential Job Functions and Responsibilities (listed in order of importance and/or time spent) Hires, trains, mentors, and oversees the work of Senior Attorneys, Staff Attorneys, Accredited Representatives, Paralegals, and Legal Assistants. Routinely reports to Legal Director and other senior leaders regarding issues related to the provision of legal services for detained immigrant adults and/or unaccompanied children. Develops litigation and defense strategies to address case-related challenges. Provides technical case assistance to Legal Department staff and seeks and develops opportunities for training in relevant issue areas to further legal work. Performs regular case audits to ensure proper case management and data integrity. In coordination with leadership, develops and implements team building and other staff retention measures. Provides coaching, counseling, leadership, and performance feedback, and, where appropriate, applies performance improvement and discipline strategies. Maintains and develops materials and documents in support of the legal staff. Supports the Legal Director and senior leaders in developing and implementing management and programmatic strategies that ensure compliance with funding deliverables. In collaboration with the Legal Director and other senior leaders, prepares narrative reports and documentation required for program deliverables. Performs other related duties as required.
Truliant Federal Credit Union
Winston Salem, North Carolina
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Collections and Litigation Paralegal's primary responsibility is to support the General Counsel of Truliant Federal Credit Union providing support for collections litigation (including lawsuits for money judgment and repossession of collateral) and also providing high-level, comprehensive administrative and substantive legal support in carrying out legal and compliance responsibilities of the Credit Union. Essential Functions and Responsibilities Assists with the filing and successful completion of collections lawsuits including lawsuits for money judgments and repossession of collateral. Monitors collections lawsuits and associated deadlines. Ensures that filings for collections lawsuits include required notices and disclosures. Prepares and interprets legal documents, contracts and leases for review, approval, and use by the General Counsel and other Senior Management. Organizes and prepares legal files and memoranda for General Counsel. Assists General Counsel in answering daily questions from operations on trusts, deceased accounts, powers of attorney, payable on death beneficiaries, and other legal aspects of day-to-day operations. Reviews subpoenas and summons in accordance with applicable law and advises Legal Assistant on responses. Assists the Legal Assistant with processing tax levies and garnishments, as needed. Conducts legal research and analysis using various law sources under the supervision of the General Counsel. Acts as a liaison between Truliant and outside General Counsel needed for various areas of expertise. Provides administrative support to the General Counsel to include drafting correspondence that is sometimes confidential; proofing various contracts, letters, etc. for accuracy, clarity, grammar, and completeness; etc. Researches member account history and performs document research upon request by General Counsel. Serves as the legal and compliance back up in the Truliant Library Process Control Workflow by reviewing and ensuring the legitimacy and accuracy of new documents and changes to existing documents prior to implementation. Assists General Counsel and senior management with special assignments and projects as needed, e.g. takes minutes of meetings and merger transaction needs. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Serves as back up for the Legal Assistant as needed. Knowledge, Skills, and Abilities Must have excellent verbal and written communication skills in English, both verbal and written, including presentation, persuasion and negotiation Must have advanced computer skills, including MS office applications (Outlook, Word, Excel, PowerPoint, etc.) Must have ability to create presentations, forms, charts, graphs, databases, and spreadsheets Must be able to maintain a high degree of confidentiality Must have superior interpersonal skills, ability to get along with diverse workgroups/populations; collaborative, tactful, mature, flexible, compassionate Must be resourceful and well organized with strong attention to detail and provide systematic and dependable follow-up Must have good reasoning abilities and sound judgment Must have the ability to research and analyze various types of data/information Must be flexible and able to shift resources and priorities as required and remain calm under pressure Must have ability to think and act strategically, provide sound judgment, and anticipate needs Must be able to manage multiple tasks concurrently Must be able to work in a general office environment Should possess a strong commitment to providing excellent service to Truliant' s member-owners and employees Physical Requirements Occasional standing, walking, bending, and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Education and Background Bachelor's degree, Associate's degree or equivalent experience required A minimum of 5 years previous litigation paralegal experience, 3 of which are in collections matters required Paralegal Certificate or associates degree in paralegal studies required Licensed Notary required Previous experience with powers of attorney, estate matters, and trusts preferred If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
05/04/2024
Full time
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Collections and Litigation Paralegal's primary responsibility is to support the General Counsel of Truliant Federal Credit Union providing support for collections litigation (including lawsuits for money judgment and repossession of collateral) and also providing high-level, comprehensive administrative and substantive legal support in carrying out legal and compliance responsibilities of the Credit Union. Essential Functions and Responsibilities Assists with the filing and successful completion of collections lawsuits including lawsuits for money judgments and repossession of collateral. Monitors collections lawsuits and associated deadlines. Ensures that filings for collections lawsuits include required notices and disclosures. Prepares and interprets legal documents, contracts and leases for review, approval, and use by the General Counsel and other Senior Management. Organizes and prepares legal files and memoranda for General Counsel. Assists General Counsel in answering daily questions from operations on trusts, deceased accounts, powers of attorney, payable on death beneficiaries, and other legal aspects of day-to-day operations. Reviews subpoenas and summons in accordance with applicable law and advises Legal Assistant on responses. Assists the Legal Assistant with processing tax levies and garnishments, as needed. Conducts legal research and analysis using various law sources under the supervision of the General Counsel. Acts as a liaison between Truliant and outside General Counsel needed for various areas of expertise. Provides administrative support to the General Counsel to include drafting correspondence that is sometimes confidential; proofing various contracts, letters, etc. for accuracy, clarity, grammar, and completeness; etc. Researches member account history and performs document research upon request by General Counsel. Serves as the legal and compliance back up in the Truliant Library Process Control Workflow by reviewing and ensuring the legitimacy and accuracy of new documents and changes to existing documents prior to implementation. Assists General Counsel and senior management with special assignments and projects as needed, e.g. takes minutes of meetings and merger transaction needs. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Serves as back up for the Legal Assistant as needed. Knowledge, Skills, and Abilities Must have excellent verbal and written communication skills in English, both verbal and written, including presentation, persuasion and negotiation Must have advanced computer skills, including MS office applications (Outlook, Word, Excel, PowerPoint, etc.) Must have ability to create presentations, forms, charts, graphs, databases, and spreadsheets Must be able to maintain a high degree of confidentiality Must have superior interpersonal skills, ability to get along with diverse workgroups/populations; collaborative, tactful, mature, flexible, compassionate Must be resourceful and well organized with strong attention to detail and provide systematic and dependable follow-up Must have good reasoning abilities and sound judgment Must have the ability to research and analyze various types of data/information Must be flexible and able to shift resources and priorities as required and remain calm under pressure Must have ability to think and act strategically, provide sound judgment, and anticipate needs Must be able to manage multiple tasks concurrently Must be able to work in a general office environment Should possess a strong commitment to providing excellent service to Truliant' s member-owners and employees Physical Requirements Occasional standing, walking, bending, and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Education and Background Bachelor's degree, Associate's degree or equivalent experience required A minimum of 5 years previous litigation paralegal experience, 3 of which are in collections matters required Paralegal Certificate or associates degree in paralegal studies required Licensed Notary required Previous experience with powers of attorney, estate matters, and trusts preferred If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
Hybrid Temporary F/T Sr. HR Recruiter Needed in Chicago (Near Chinatown) Our client, a busy and growing Union Health and Welfare Fund located in Chicago, Illinois near Chinatown has an immediate staffing need for an experienced hybrid temporary full-time Senior HR Recruiter. This is a temporary partially remote contract full-time position working Monday-Friday from (9:00am to 5:00pm) for a total of 37.5 hours per week. Job Responsibilities Recruiting for a variety of roles, including but not limited to, revenue cycle, claims, payroll, collections, HR, paralegal, clerical, customer service, etc. Coordinating and managing the full cycle recruitment process: supporting hiring managers with recruitment, onboarding practices, and sourcing talent using various platforms. Developing job descriptions and job postings Reviewing resumes, performing phone screens, conducting interviews, contacting references, and assessing qualifications, skills, and experience. Preparing job offers, and tracking candidates through the onboarding and orientation process. Collaborating with the Union Fund Administrator and Hiring Managers to understand their staffing needs and requirements and provide support in selecting the most suitable candidates for open positions. Coordinating, scheduling, and attending virtual and/or in-person interviews and debriefing/deliberation meetings with the hiring manager. Maintaining accurate records of candidate interactions, applications, and status updates in the applicant tracking system to streamline the recruitment process. Coordinating background checks, reference checks, employment verifications, and other pre-employment screenings that are needed for compliance. Job Requirements 5 years of recent experience in full-cycle recruitment or talent acquisition. Bachelor's Degree in Human Resources, Business Administration, or a related field is preferred or equivalent work experience. Strong knowledge of recruitment strategies, sourcing techniques, and best practices. Excellent written, verbal, non-verbal, and interpersonal skills. Excellent organizational and time-management skills. Ability to work efficiently in a fast-paced environment, prioritizing tasks effectively, and managing multiple recruitment processes simultaneously. Strong attention to detail, organizational skills, and a commitment to confidentiality. Knowledge of employment laws, regulations, and compliance requirements related to recruitment and hiring. Technical Experience Intermediate or Advanced Microsoft Office proficiency. Advanced user of HRIS software, applicant tracking systems (ATC), and recruitment software, Paylocity preferred. Experience with virtual conference software (Teams and Zoom). If you or anyone you know is interested, qualified, and immediately available for employment please e-mail an updated resume to us for immediate review and consideration.
05/02/2024
Full time
Hybrid Temporary F/T Sr. HR Recruiter Needed in Chicago (Near Chinatown) Our client, a busy and growing Union Health and Welfare Fund located in Chicago, Illinois near Chinatown has an immediate staffing need for an experienced hybrid temporary full-time Senior HR Recruiter. This is a temporary partially remote contract full-time position working Monday-Friday from (9:00am to 5:00pm) for a total of 37.5 hours per week. Job Responsibilities Recruiting for a variety of roles, including but not limited to, revenue cycle, claims, payroll, collections, HR, paralegal, clerical, customer service, etc. Coordinating and managing the full cycle recruitment process: supporting hiring managers with recruitment, onboarding practices, and sourcing talent using various platforms. Developing job descriptions and job postings Reviewing resumes, performing phone screens, conducting interviews, contacting references, and assessing qualifications, skills, and experience. Preparing job offers, and tracking candidates through the onboarding and orientation process. Collaborating with the Union Fund Administrator and Hiring Managers to understand their staffing needs and requirements and provide support in selecting the most suitable candidates for open positions. Coordinating, scheduling, and attending virtual and/or in-person interviews and debriefing/deliberation meetings with the hiring manager. Maintaining accurate records of candidate interactions, applications, and status updates in the applicant tracking system to streamline the recruitment process. Coordinating background checks, reference checks, employment verifications, and other pre-employment screenings that are needed for compliance. Job Requirements 5 years of recent experience in full-cycle recruitment or talent acquisition. Bachelor's Degree in Human Resources, Business Administration, or a related field is preferred or equivalent work experience. Strong knowledge of recruitment strategies, sourcing techniques, and best practices. Excellent written, verbal, non-verbal, and interpersonal skills. Excellent organizational and time-management skills. Ability to work efficiently in a fast-paced environment, prioritizing tasks effectively, and managing multiple recruitment processes simultaneously. Strong attention to detail, organizational skills, and a commitment to confidentiality. Knowledge of employment laws, regulations, and compliance requirements related to recruitment and hiring. Technical Experience Intermediate or Advanced Microsoft Office proficiency. Advanced user of HRIS software, applicant tracking systems (ATC), and recruitment software, Paylocity preferred. Experience with virtual conference software (Teams and Zoom). If you or anyone you know is interested, qualified, and immediately available for employment please e-mail an updated resume to us for immediate review and consideration.
Join our client in Schertz, Texas as a Compliance Paralegal , where you'll play a vital role in ensuring our company operates within the bounds of the law while supporting our General Counsel in various legal and administrative tasks. Key Responsibilities for the Compliance Paralegal: The Compliance Paralegal will facilitate the acquisition and maintenance of necessary licenses, registrations, and certificates to ensure compliance with federal and state regulations. The Compliance Paralegal will act as the primary liaison with regulatory agencies, providing guidance to management on compliance matters. The Compliance Paralegal will research and analyze current and proposed laws and regulations to assess their impact on company operations. The Compliance Paralegal will communicate compliance policies to internal teams and assist in drafting consumer product warranties and other legal documents. The Compliance Paralegal will maintain legal files and databases, manage contract processes, and assist with legal research and communication. Preferred Qualifications for the Compliance Paralegal: Bachelor's degree or equivalent with a paralegal certificate preferred. Minimum of 2 years' experience as a paralegal, preferably in a corporate setting. Strong understanding of regulatory compliance. Excellent research, organizational, and communication skills. Ability to work independently, solve problems, and make sound decisions. Flexible, adaptable, and able to manage multiple projects efficiently. High level of professionalism, integrity, and discretion. Passionate about your work with a good sense of humor. Work Environment for the Compliance Paralegal: Majority of work performed indoors with minimal hazards. Some flexibility in hours and occasional overtime may be required. Early release on Fridays! Growth oriented
05/01/2024
Full time
Join our client in Schertz, Texas as a Compliance Paralegal , where you'll play a vital role in ensuring our company operates within the bounds of the law while supporting our General Counsel in various legal and administrative tasks. Key Responsibilities for the Compliance Paralegal: The Compliance Paralegal will facilitate the acquisition and maintenance of necessary licenses, registrations, and certificates to ensure compliance with federal and state regulations. The Compliance Paralegal will act as the primary liaison with regulatory agencies, providing guidance to management on compliance matters. The Compliance Paralegal will research and analyze current and proposed laws and regulations to assess their impact on company operations. The Compliance Paralegal will communicate compliance policies to internal teams and assist in drafting consumer product warranties and other legal documents. The Compliance Paralegal will maintain legal files and databases, manage contract processes, and assist with legal research and communication. Preferred Qualifications for the Compliance Paralegal: Bachelor's degree or equivalent with a paralegal certificate preferred. Minimum of 2 years' experience as a paralegal, preferably in a corporate setting. Strong understanding of regulatory compliance. Excellent research, organizational, and communication skills. Ability to work independently, solve problems, and make sound decisions. Flexible, adaptable, and able to manage multiple projects efficiently. High level of professionalism, integrity, and discretion. Passionate about your work with a good sense of humor. Work Environment for the Compliance Paralegal: Majority of work performed indoors with minimal hazards. Some flexibility in hours and occasional overtime may be required. Early release on Fridays! Growth oriented
Job Summary Performs lease administration function to ensure real estate financial obligations are met and lease terms are in compliance Will report to the Accounting Lease Supervisor Primary Duties/Responsibilities Draft lease documents (amendments, renewals, terminations), lease correspondence and notices to landlords; ensure that productive landlord and subtenant relationships are maintained in accordance with the lease and sublease agreements Review and analyze leases, amendments and other documents and provide recommendations to the Director-Real Estate and the Real Estate Managers to drive innovative solutions Interpret and analyze lease language and offer advice to the field with regards to their rights and duties for maintenance / repair or other affirmative obligations between Landlord and Tenant as well as offer expertise to all levels of staff within the company Audit documents such as invoices, statements, amendments to leases and other correspondence from the landlord, as well as data from other sources, to determine whether charges assessed by the landlord under a tenants lease are accurate Negotiate reductions in expenses and reconcile accounts with the property manager or landlord by stated lease timeframes while maintaining a healthy line of communication Review and process lease documents (new leases, amendments, notices) for signature? Abstract lease documents in Costar and maintain Costar by abstracting any changes or modifications, such as rental obligations, payment information, landlord and subtenant changes, etc. Manage all Landlords and other Lease vendors in Costar database to ensure precise records, including Landlord and vendor address and payment changes, ownership transfers and change in contact information, tracking for all necessary documents and determining if appropriate documentation has been received to make changes Process requests for COIs, SNDAs and Estoppels. Prepare and process monthly rent charges and payment request information Ensure operating expense reconciliation and reimbursements are processed in a timely matter, and that payment deadlines are met Tracks account receivable payment activity for all subleases Generate and distribute various real estate related reports to the Director-Real Estate and the Real Estate Managers (i.e payment activities, expense savings, landlord expenses and other ad hoc reporting) Assist the Accounting Lease Supervisor in developing new process and procedures for the Lease Administration team Other duties as assigned Qualifications Bachelors degree in business, accounting, real estate, or similar field 3 to 5 years of commercial real estate, lease administration and/or paralegal experience PeopleSoft and/or CoStar experience preferred (or comparable experience) Highly proficient computer skills, particularly Microsoft Office package Advanced understanding of complex real estate lease terminology Ability to maintain excellent organization skills and high level of attention to detail and accuracy Ability to work independently, think critically and demonstrate ownership of job tasks Superior interpersonal skills, negotiating skills and problem solving ability Excellent verbal/written communication skills Strong team player with ability to interact with all levels of staff within the company Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
05/01/2024
Full time
Job Summary Performs lease administration function to ensure real estate financial obligations are met and lease terms are in compliance Will report to the Accounting Lease Supervisor Primary Duties/Responsibilities Draft lease documents (amendments, renewals, terminations), lease correspondence and notices to landlords; ensure that productive landlord and subtenant relationships are maintained in accordance with the lease and sublease agreements Review and analyze leases, amendments and other documents and provide recommendations to the Director-Real Estate and the Real Estate Managers to drive innovative solutions Interpret and analyze lease language and offer advice to the field with regards to their rights and duties for maintenance / repair or other affirmative obligations between Landlord and Tenant as well as offer expertise to all levels of staff within the company Audit documents such as invoices, statements, amendments to leases and other correspondence from the landlord, as well as data from other sources, to determine whether charges assessed by the landlord under a tenants lease are accurate Negotiate reductions in expenses and reconcile accounts with the property manager or landlord by stated lease timeframes while maintaining a healthy line of communication Review and process lease documents (new leases, amendments, notices) for signature? Abstract lease documents in Costar and maintain Costar by abstracting any changes or modifications, such as rental obligations, payment information, landlord and subtenant changes, etc. Manage all Landlords and other Lease vendors in Costar database to ensure precise records, including Landlord and vendor address and payment changes, ownership transfers and change in contact information, tracking for all necessary documents and determining if appropriate documentation has been received to make changes Process requests for COIs, SNDAs and Estoppels. Prepare and process monthly rent charges and payment request information Ensure operating expense reconciliation and reimbursements are processed in a timely matter, and that payment deadlines are met Tracks account receivable payment activity for all subleases Generate and distribute various real estate related reports to the Director-Real Estate and the Real Estate Managers (i.e payment activities, expense savings, landlord expenses and other ad hoc reporting) Assist the Accounting Lease Supervisor in developing new process and procedures for the Lease Administration team Other duties as assigned Qualifications Bachelors degree in business, accounting, real estate, or similar field 3 to 5 years of commercial real estate, lease administration and/or paralegal experience PeopleSoft and/or CoStar experience preferred (or comparable experience) Highly proficient computer skills, particularly Microsoft Office package Advanced understanding of complex real estate lease terminology Ability to maintain excellent organization skills and high level of attention to detail and accuracy Ability to work independently, think critically and demonstrate ownership of job tasks Superior interpersonal skills, negotiating skills and problem solving ability Excellent verbal/written communication skills Strong team player with ability to interact with all levels of staff within the company Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Fidelity TalentSource LLC
Smithfield, Rhode Island
Job Description: The Expertise We re Looking For Five to ten years as a practicing attorney with relevant experience. Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non 40 Act distribution issues. Familiarity with intermediary, registered investment advisers (RIA), and institutional investor issues associated with alternatives matters. Experience working with placement agents, broker-dealers, and alternatives marketplaces Experience handling private offering advertising and performance issues under FINRA rules, the Investment Advisers Act of 1940 and the Global Investment Performance Standards (GIPS) Thorough familiarity with federal securities laws, including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, relevant portions of the Investment Company Act of 1940 and the Commodity Exchange Act and related rules. Strong practical skills and industry knowledge. Additional helpful experience includes non-US offerings, and state blue sky issues The Purpose of Your Role You will provide counsel to the private wealth management and institutional distribution arm for Fidelity s alternatives business drawing upon your experience dealing with related matters with emphasis on private offerings in the non- 40 Act space across the investor and distribution spectrum. In this role, you will provide all aspects of legal support to the private wealth management and distribution function of Fidelity Institutional s business for Fidelity s proprietary and non-proprietary alternatives, including marketing and advertising issues and compliance matters. The Skills You Bring Your crisp and clear oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Your natural collaborative approach in devising pragmatic and creative solutions across a variety of issues in a dynamic environment Your strategic and critical thinking skills, excellent judgment, and decision-making skills Your professional maturity, confidence, presence, and initiative Your ability to work closely and collaboratively with our business partners and others within the Legal, Risk, and Compliance departments Your agility and resilience characterized by your ability to stay calm under pressure with a “can-do” attitude. Your ability to manage outside counsel to provide excellent legal services in a cost effective manner. The Value You Deliver You will be a key member and contributor to Fidelity Institutional s Legal team. You will work alongside a legal team of other attorneys and paralegals dedicated to distribution issues. This team works together to support the intermediary and institutional sales teams. You will interact with product, portfolio management, sales, compliance, and risk and professionals as well as other attorneys across the Fidelity organization. How Your Work Impacts the Organization You will play an important role in advising Fidelity leaders, investment, compliance and sales professionals. Your role will be critical to the smooth intake and maintenance of institutional business. You will work closely with a dynamic, highly skilled, and collaborative group of professionals. The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
05/01/2024
Full time
Job Description: The Expertise We re Looking For Five to ten years as a practicing attorney with relevant experience. Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non 40 Act distribution issues. Familiarity with intermediary, registered investment advisers (RIA), and institutional investor issues associated with alternatives matters. Experience working with placement agents, broker-dealers, and alternatives marketplaces Experience handling private offering advertising and performance issues under FINRA rules, the Investment Advisers Act of 1940 and the Global Investment Performance Standards (GIPS) Thorough familiarity with federal securities laws, including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, relevant portions of the Investment Company Act of 1940 and the Commodity Exchange Act and related rules. Strong practical skills and industry knowledge. Additional helpful experience includes non-US offerings, and state blue sky issues The Purpose of Your Role You will provide counsel to the private wealth management and institutional distribution arm for Fidelity s alternatives business drawing upon your experience dealing with related matters with emphasis on private offerings in the non- 40 Act space across the investor and distribution spectrum. In this role, you will provide all aspects of legal support to the private wealth management and distribution function of Fidelity Institutional s business for Fidelity s proprietary and non-proprietary alternatives, including marketing and advertising issues and compliance matters. The Skills You Bring Your crisp and clear oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Your natural collaborative approach in devising pragmatic and creative solutions across a variety of issues in a dynamic environment Your strategic and critical thinking skills, excellent judgment, and decision-making skills Your professional maturity, confidence, presence, and initiative Your ability to work closely and collaboratively with our business partners and others within the Legal, Risk, and Compliance departments Your agility and resilience characterized by your ability to stay calm under pressure with a “can-do” attitude. Your ability to manage outside counsel to provide excellent legal services in a cost effective manner. The Value You Deliver You will be a key member and contributor to Fidelity Institutional s Legal team. You will work alongside a legal team of other attorneys and paralegals dedicated to distribution issues. This team works together to support the intermediary and institutional sales teams. You will interact with product, portfolio management, sales, compliance, and risk and professionals as well as other attorneys across the Fidelity organization. How Your Work Impacts the Organization You will play an important role in advising Fidelity leaders, investment, compliance and sales professionals. Your role will be critical to the smooth intake and maintenance of institutional business. You will work closely with a dynamic, highly skilled, and collaborative group of professionals. The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
Job Description: The FMR LLC Legal Department is seeking to hire an experienced technology-focused attorney to join the Corporate Services team to provide legal support to Fidelity companies regarding the use of new and emerging technologies, and on matters involving data governance, privacy and cybersecurity. The Expertise You Have Minimum 6 years as a practicing attorney. Significant experience advising businesses on technology-related and data-related matters, including: data management and data governance; use of new and emerging technology, such as artificial intelligence (AI), machine learning and biometrics; data privacy matters, including operationalizing privacy programs and maintaining compliance with US and foreign privacy and data protection laws, regulations and frameworks; and advising on cybersecurity matters, including policies and procedures, incident response plans, and applicable laws, regulations and frameworks. Strong knowledge of applicable laws, regulations and industry best practices related to AI, biometrics, data governance, cybersecurity and privacy. Experience designing and conducting risk assessments, data transfer impact assessments and privacy-by-design reviews, and handling data privacy and cybersecurity incidents. Experience negotiating data access and data sharing agreements, data protection agreements and other complex agreements. Law firm experience advising financial services companies or in-house legal experience at a financial services company is a plus. The Skills You Bring Ability to navigate and advise on complex legal issues and provide straightforward, practical analysis and advice. Exceptional advocacy, negotiation, presentation and interpersonal skills, as well as the ability to advise and influence senior executives and professionals from diverse businesses on a wide range of issues. Ability to work closely and collaboratively with our businesses and our Legal, Risk and Compliance teams to ensure the company complies with applicable laws and regulations related to AI, data handling and data protection, privacy and cybersecurity. Exceptional judgment and range. You will need to excel at quickly analyzing complex legal and business issues involving a wide variety of products, services and business settings. Highly organized, self-motivated and self-directed. You need to be able to work efficiently, under pressure, with varying degrees of supervision, and manage projects with competing deadlines in a dynamic environment. Tech-savvy and curious. You stay current on emerging technology and actively seek to learn more about them and their impact on businesses. The Value You Deliver You will be a key member and contributor to the Legal Department s Corporate Services team working alongside a team of other attorneys and paralegals focused on privacy, cybersecurity, data governance, emerging technologies and intellectual property. You will advise businesses and help drive the company s strategy on a wide range of legal matters related to artificial intelligence and other emerging technologies, data management and governance, cybersecurity and privacy, providing practical and effective legal advice to support their business initiatives. You will stay up to date with new and emerging technologies and the changes and developments in laws, regulations, standards and guidance related to their use, and as needed, help establish appropriate policies, procedures and practices associated with the company s adoption and use of these technologies. You will prepare and negotiate agreements related to technology products and services, cybersecurity, data access and sharing, data protection and privacy. You will work closely with the compliance and risk management teams to ensure that the company complies with applicable laws and regulations related to emerging technologies, data governance, cybersecurity and privacy. The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
05/01/2024
Full time
Job Description: The FMR LLC Legal Department is seeking to hire an experienced technology-focused attorney to join the Corporate Services team to provide legal support to Fidelity companies regarding the use of new and emerging technologies, and on matters involving data governance, privacy and cybersecurity. The Expertise You Have Minimum 6 years as a practicing attorney. Significant experience advising businesses on technology-related and data-related matters, including: data management and data governance; use of new and emerging technology, such as artificial intelligence (AI), machine learning and biometrics; data privacy matters, including operationalizing privacy programs and maintaining compliance with US and foreign privacy and data protection laws, regulations and frameworks; and advising on cybersecurity matters, including policies and procedures, incident response plans, and applicable laws, regulations and frameworks. Strong knowledge of applicable laws, regulations and industry best practices related to AI, biometrics, data governance, cybersecurity and privacy. Experience designing and conducting risk assessments, data transfer impact assessments and privacy-by-design reviews, and handling data privacy and cybersecurity incidents. Experience negotiating data access and data sharing agreements, data protection agreements and other complex agreements. Law firm experience advising financial services companies or in-house legal experience at a financial services company is a plus. The Skills You Bring Ability to navigate and advise on complex legal issues and provide straightforward, practical analysis and advice. Exceptional advocacy, negotiation, presentation and interpersonal skills, as well as the ability to advise and influence senior executives and professionals from diverse businesses on a wide range of issues. Ability to work closely and collaboratively with our businesses and our Legal, Risk and Compliance teams to ensure the company complies with applicable laws and regulations related to AI, data handling and data protection, privacy and cybersecurity. Exceptional judgment and range. You will need to excel at quickly analyzing complex legal and business issues involving a wide variety of products, services and business settings. Highly organized, self-motivated and self-directed. You need to be able to work efficiently, under pressure, with varying degrees of supervision, and manage projects with competing deadlines in a dynamic environment. Tech-savvy and curious. You stay current on emerging technology and actively seek to learn more about them and their impact on businesses. The Value You Deliver You will be a key member and contributor to the Legal Department s Corporate Services team working alongside a team of other attorneys and paralegals focused on privacy, cybersecurity, data governance, emerging technologies and intellectual property. You will advise businesses and help drive the company s strategy on a wide range of legal matters related to artificial intelligence and other emerging technologies, data management and governance, cybersecurity and privacy, providing practical and effective legal advice to support their business initiatives. You will stay up to date with new and emerging technologies and the changes and developments in laws, regulations, standards and guidance related to their use, and as needed, help establish appropriate policies, procedures and practices associated with the company s adoption and use of these technologies. You will prepare and negotiate agreements related to technology products and services, cybersecurity, data access and sharing, data protection and privacy. You will work closely with the compliance and risk management teams to ensure that the company complies with applicable laws and regulations related to emerging technologies, data governance, cybersecurity and privacy. The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .