Hybrid Legal Assistant at Sammons Financial Group

Overview:Provide administrative and project support, which may include entry level paralegal support, to the attorneys, legal department staff, and business partners, across the legal department and/or for the assigned group within the legal department.Responsibilities:• Administrative and project support. Provide administrative and project support to the legal department and/or assigned team on a variety of legal matters. Examples may include, but are not limited to:–Managing individual and department calendars and schedules, making travel arrangements, auditing and submitting expense reports, coordinating meetings and events, distributing mail to the legal department staff at the designated office location, and similar administrative support tasks–Reviewing and auditing invoices, and identifying, investigating, resolving and documenting discrepancies, entering into accounts payable systems, and routing for approval and payment–Tracking and reporting on projects and deliverables, timelines, risks, metrics, and status–Monitoring, auditing, maintaining, and communicating policies and procedures–Monitoring, tracking, and reporting on state and federal bills of interest, and advocacy touchpoints with policymakers, trade associations, and other contacts–Coordinating with SEI on PAC contributions and recordkeeping
• Liaison/point of contact. Function as a primary liaison and point of contact for the legal department and/or assigned area regarding a variety of matters. Examples may include, but are not limited to:–Claims-related processes, life insurance issues and annuity issues–Document and file storage, retrieval, control, classification, and retention requirements for privileged and non-privileged records, in all classifications and mediums, including but not limited to litigation, contracts, outside counsel engagements, corporate governance, risk, regulatory, and transactional–Information intake from business partners, relaying to the appropriate contact, and facilitating communication
• Legal support. Provide assistance and support to assigned attorneys and legal department staff on a variety of legal matters. Examples may include, but are not limited to:–Reviewing and adding notes to basic contracts, such as vendor contracts, and providing similar contract-related support–Participating in training and communicate with business regarding business unit and customer questions and issues–Performing basic research on a variety of matters as assigned, such as privacy and cyber-security issues, life and annuity claims, intellectual property matters, information regulatory requirements and governance, corporate insurance, insurance regulations and requirements, and/or similar matters–Providing assistance in gathering, compiling and organizing discovery documents
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Other duties as assigned.Qualifications:

• High School Diploma or equivalent
• Paralegal training preferred
• Associate's Degree or undergraduate degree in a legal or business field, or equivalent, preferred
• Up to 3 years' experience in a support role in a professional environment
• Experience in supporting internal customers preferred
• Experience and basic understanding of financial services products, including annuities and life insurance, preferred
• Experience in reviewing statutes and/or legal documents helpful but not required
• Excellent organizational and time management skills
• Proficiency with business software platforms, and the ability to create and maintain documents, reports, spreadsheets, charts, and presentations; Microsoft Office Suite preferred (Word, Excel, PowerPoint, Outlook)
• Ability to conduct basic research and document findings
• Strong written, verbal, and interpersonal communication skills, and the ability to build strong working relationships
• Good judgment and decision-making skills
• Acute attention to detail, accuracy, and confidentiality
• Ability to thrive in a fast-paced environment with fluctuating priorities and deadlines
• Basic understanding of legal and financial services terminology preferred
• Little or no overnight travel anticipated

Suitability Requirements:• Criminal background check required.
Company Information:•Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
•Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
•Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
•Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
•Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.Pay Range:USD $48,418.00 - USD $100,870.00 /Yr.Pay Transparency Verbiage:Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.Work Authorization/Sponsorship:At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Apply Now