Assistant Paralegal, Litigation - Full-time

**Responsibilities:** • Provide legal support services to attorneys and mentors in the form of basic case research and preparation of legal and business communications. • Draft standard legal and business communications in support of attorneys, prepare legal documents and other correspondence both with and without attorney supervision. • Perform basic 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 • Maintain a library of pre-approved form documents, contract clauses, templates, and historical documents, and add or revise material as needed. • 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 • Maintain a library of preapproved documents, contracts and clauses, templates and historical documents and revise material as needed.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 and approve for. • 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, settlement agreements, motions, promissory notes, subpoenas, and other related documents. • Prepare and maintain trail notebooks and documents and may assist legal counsel at hearings and proceedings. • Research, compile information and assist in preparing responses to regulatory authorities. • Assist in obtaining witness statements. • Assist in reviewing outside counsel invoices and tracking actual expenses and comparing to budget. • 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. **Knowledge of:** • Laws, legal codes, precedents, and government regulations. • 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 claims and preparing draft pleadings. • Gathering, organizing, summarizing, and indexing legal and supporting documentation. • Preparing discovery requests and responses, settlement agreements, motions, promissory notes, subpoenas, and other related documents. • With general supervision, prepare and maintain trial notebooks. • Assisting legal counsel at hearings and proceedings. • Obtaining witness statements. • Maintaining information in an automated case management system. • Operating standard office equipment and using required software applications. **Ability to:** • Maintain confidential information. • To establish and maintain effective working relationships. • Attend mediations and final hearings as deemed necessary by your assigned attorney. • 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. **Education/Previous Experience** • Associates Degree and a minimum of one (1) year 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.