Description

Job Summary:

Under general supervision, uses specialized knowledge and skills obtained through experience and specialized training, and preferably also certification, to perform a variety of intermediate level litigation support tasks, primarily focused on responding to litigation subpoenas, including locating documents, organizing and analyzing documents, maintaining files, and preparing responses to subpoenas. May serve as a technical advisor to others. Guidance is provided to perform work that is somewhat difficult in nature, requiring evaluation, originality, and ingenuity to make moderately complex decisions. Resolves or recommends solutions to complex problems. Regular contact with internal customers and external providers of legal services is required to identify, research, and resolve problems.

This role is part of the national subpoena response team and works with subpoena and/or Litigation attorneys to coordinate sometimes complex responses.

Essential Duties and Responsibilities

• Provide legal support services to attorneys, and other team members in the Legal department in the form of basic case research and preparation of legal and business communications.

• Identify, compile, review, and organize documents responsive to subpoenas and discovery requests.

• Prepare legal documents and other correspondence both with and without attorney supervision.

• Perform legal research with LexisNexis, WestLaw, and fact gathering.

• Maintain a library of pre-approved form documents, contract clauses, templates, and historical documents, and add or revise material as needed.

• Communicate with various business units to collect responsive documents and information.

• Field questions from branch offices, follow-up on the suggested course of action from Litigation Counsel, and facilitate resolutions to requests for documentation.

• Maintain calendar of deadlines and response dates.

• Prepare standard letters and reports and help create initial drafts of documents for review.

• May assist with litigation and dispute resolution.

• Gather, organize, summarize, index, and maintain documents from various sources;

• Perform legal research and assist in preparation of presentation materials.

• Provide general support to attorneys, and assist with other related duties as required.

• Maintain a library of preapproved documents, contracts and clauses, templates and historical documents and revise material as needed.

• Create and maintain internal case databases, run searches on internal and external document databases and systems, cull relevant information from a variety of resources.

• Reviews outside counsel and vendor invoices for discrepancies.

• Assist in reviewing claims and preparing draft pleadings for review by legal counsel.

• Gather, organize, summarize and index legal and supporting documentation for internal and external legal counsel.

• Draft correspondence, discovery requests and responses, motions, subpoenas and other related documents.

• Prepare and maintain trial notebooks and documents and may assist legal counsel at hearings and proceedings.

• Research, compile information and assist in preparing responses to regulatory authorities.

• Maintain the on-going status of cases in the case management system.

• Assist other paralegals, as required.

• Maintain currency in paralegal practices and methodologies.

• Operate standard office equipment and uses required software applications.

• Perform other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Laws, legal codes, precedents, government regulations, and court procedures.

• Fundamental business practices and concepts that impact the success and profitability of the firm.

• Intermediate level concepts, practices and procedures of the paralegal profession.

• Basic investment concepts, practices and procedures used in the securities industry.

• Principles of banking and finance and securities industry operations.

• Financial markets and products.

Skill in

• Reviewing subpoenas and requests for documents and preparing responses.

• Gathering, organizing, summarizing and indexing legal and supporting documentation.

• Preparing discovery requests and responses, motions, subpoenas and other related documents.

• Prioritizing multiple tasks and duties.

• Assisting legal counsel at hearings and proceedings.

• Maintaining calendar of deadlines and response dates.

• Maintaining information in an automated case management system.

• Operating standard office equipment and using required software applications.

• Strong attention to detail and high-level of organization.

Ability to

• Evaluate legal documents for the appropriate level of response and escalation to Litigation Counsel.

• Maintain confidential information.

• Maintain professional currency.

• Use analytical and critical thinking skills in reading, interpreting, analyzing and applying information from legal documentation and references.

• Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment with constant interruptions.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Handle stressful situations and provide a high level of customer service in a calm and professional manner.

• Establish and maintain effective working relationships with others at all organizational levels.

Educational/Previous Experience Requirements

Education/Previous Experience

• Associates degree and a minimum of two (2) years of experience in a law firm or legal department in a financial planning, investment management or other financial services environment.

• OR

• An equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• Paralegal certification is preferred.

Travel

Travel Required: Yes, up to 5 % of the Time

Job: Legal

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Legal

Schedule Full-time

Job Shift Day Job

Travel Yes, 5 % of the Time

Req ID: 2402788