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In-House Paralegal (pension plans, benefits and contracts)

Beacon Hill • New York, NY 10261 • Posted 3 days ago via LinkedIn

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In-person • Full-time • Mid Level

Job Highlights

Using AI ⚡ to summarize the original job post

Beacon Hill is seeking a Paralegal to assist the legal department of a Retirement Fund in a variety of tasks and projects. The role involves drafting and maintaining contracts, corporate governance, assisting with legal correspondence, and ensuring compliance with state laws regarding documents such as powers of attorney and trusts. This position offers the opportunity to be an integral part of a team dedicated to providing high-quality financial services and education.

Responsibilities

  • Draft, edit and maintenance of various contracts and documents including corporate agreements, investment documents and employee benefits related documents
  • Corporate governance and housekeeping - taking minutes, maintenance of board materials, etc.
  • Work with attorney on correspondence related to litigation, compliance, corporate and benefits
  • Assist with AML and KYC questionnaires as it relates to retirement officers
  • Maintenance and upkeep of all contracts
  • Review powers of attorney, trust documents, estate documents and ensure these documents are in compliance according to state laws
  • Legal research and due diligence

Qualifications

Required

  • At least 3 years of experience as a Paralegal
  • Experience with ERISA, employee benefits, pension plans, retirement funds and contracts
  • High proficiency in Microsoft Office (Word, Excel and PowerPoint)
  • Bachelor's Degree
  • Ability to handle sensitive and confidential information

Full Job Description

Retirement Fund is looking for a Paralegal to assist the legal department with a variety of tasks and projects. The Paralegal will get to be an integral part of the legal team whose purpose is to provide retirement benefits for the company's employees throughout the U.S. You will be part of a team of legal experts in investment management and benefits administration who are dedicated to ensuring the Fund is a results-driven, high-quality provider of financial services and education to the people they serve.

Job Description:

  • Draft, edit and maintenance of various contracts and documents including corporate agreements, investment documents and employee benefits related documents
  • Corporate governance and housekeeping - taking minutes, maintenance of board materials, etc.
  • Work with attorney on correspondence related to litigation, compliance, corporate and benefits
  • Assist with AML and KYC questionnaires as it relates to retirement officers
  • Maintenance and upkeep of all contracts
  • Review powers of attorney, trust documents, estate documents and ensure these documents are in compliance according to state laws
  • Legal research and due diligence

REQUIREMENTS :

  • At least 3 years of experience as a Paralegal. Experience with ERISA, employee benefits, pension plans, retirement funds and contracts is a MUST.
  • High proficiency in Microsoft Office (Word, Excel and PowerPoint)
  • Bachelor's Degree
  • Ability to handle sensitive and confidential information

Why work here:

  • Really promote work-life balance.

If you're qualified, interested and looking to learn more about this In-House Paralegal position, please send an MS Word version or PDF version of your resume to jlevinson@beaconhillstaffing.com. Applicants wihtout a resume will not be considered.


Desired Skills and Experience

Retirement Fund is looking for a Paralegal to assist the legal department with a variety of tasks and projects.

Draft, edit and maintenance of various contracts and documents including corporate agreements, investment documents and employee benefits related documents; Corporate governance and housekeeping - taking minutes, maintenance of board materials, etc.; Work with attorney on correspondence related to litigation, compliance, corporate and benefit; Assist with AML and KYC questionnaires.

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.


If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/


Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.


Company Profile:


Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.


Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.


Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com.


We look forward to working with you.

Beacon Hill. Employing the Future (TM)