Paralegal

Essential Functions

• Assist in development of policies, including ensuring they comply with regulatory requirements, and assist with updates as needed.
• Assist with discovery requests and documentation review.
• Coordinate with outside counsel and track legal invoices.
• Support front-line and operations.
• Assist with legal and regulatory research and general reports for internal use.
• Assist with other legal and regulatory projects.
• Maintain knowledge of applicable legal and regulatory framework of credit union.
• Review POAs, trust documents, and documents for signing authority.

Knowledge, Skills and Abilities

• Strong oral and written communication skills.
• Ability to work independently.
• Detail oriented with strong work ethic.
• Ability to identify pertinent information and create documents that present relevant information clearly and succinctly.
• Ability to work with MS Office Suite, Lexis, and Westlaw products
• Ability to collaborate and develop effective relationships across the organization.

• Bachelor’s Degree or Associates Paralegal Certificate required
• 3-5 years Paralegal (or comparable) experience at a financial services company or law firm with financial services practice.