POSITION OVERVIEW
The Paralegal will provide paralegal and administrative support to the Law Department.
RESPONSIBILITIES
- Conducts legal research for attorneys
- Assists CLO with forecasting and finalizing yearly Law Department budget; monitors and controls expense items as part of analytical review of month-end financials; sets quarterly and year end accruals of fees
- Directly supports the Corporate Secretary in the execution of his/her duties including research and data compilation relating to the Company and its subsidiaries’ Boards of Directors; at times drafts board minutes for Corporate Secretary’s review
- Responds to inquiries from outside counsel
- Drafts Non-Disclosure Agreements and settlement agreements
- Reviews and assesses Qualified Domestic Relations Orders, trusts, powers of attorney, and divorce decrees and agreements
- Coordinates federal, state and local tax levies and inquiries; garnishments and other wage attachments; notices of bankruptcy; subpoenas; TROs and injunctions
- Tracks legal fees to produce 1099Ms for law firms at year end; pays department expenses, including legal bills
- Maintains the Company’s Certificate of Authority Files
- Performs administrative support duties as necessary
- Assists with investigations and litigation discovery, including gathering and reviewing email and documents
- Complies with all company and site policies and procedures
- Remains current in profession and industry trends
- Successfully completes regulatory and job training requirements
- Performs other duties as assigned
Required Skills
- Proficient in Excel, Word, PowerPoint, Outlook and Internet
- Able to create, compose, and edit written materials
- Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community
- Desire to continue professional growth and development
- Trustworthy, honest, ethical and discreet
- Ability to respond to client needs by providing prompt, professional and efficient service
- Functions as a support partner within the Law Department and supports associates throughout the company to further company goals and objectives
- Able to work together in a values-driven and relationship-based culture
- Able to work independently, handling multiple tasks and projects with limited direction
- Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
Required Experience
EXPERIENCE
- 3+ years’ experience in a legal assistant/paralegal capacity
- Legal research skills
- Good knowledge of legal procedures and documentation
EDUCATION/LICENSES/PROFESSIONAL DESIGNATIONS
- Bachelor’s degree
- Paralegal certification
LEVEL = 20
PENN MUTUAL IS COMMITTED TO EQUAL EMPLOYMENT OPPORTUNITY (EEO). WE PROVIDE EMPLOYMENT AND ADVANCEMENT OPPORTUNITIES TO ALL QUALIFIED APPLICANTS AND ASSOCIATES, ACCORDING TO APPLICABLE LAWS. THIS IS REFLECTED IN OUR PRACTICES FOR HIRING, PLACEMENT, PROMOTION, TRANSFER, DEMOTION, LAYOFF, TERMINATION, RECRUITMENT, COMPENSATION, SELECTION OR TRAINING, AND ALL OTHER TERMS AND CONDITIONS OF EMPLOYMENT. ALL EMPLOYMENT-RELATED DECISIONS AND PRACTICES ARE FREE FROM UNLAWFUL DISCRIMINATION. THIS INCLUDES: RACE, CREED, COLOR, NATIONAL ORIGIN, ANCESTRY, CITIZENSHIP AGE, GENDER (INCLUDING PREGNANCY), SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, DOMESTIC PARTNERSHIP OR CIVIL UNION STATUS, MARITAL STATUS, GENETIC INFORMATION, DISABILITY, RELIGIOUS OBSERVANCE OR PRACTICE, LIABILITY, VETERAN STATUS OR ANY OTHER CLASSIFICATION PROTECTED UNDER APPLICABLE LAW. LEADERS MAY, AT THEIR DISCRETION, CHANGE THE RESPONSIBILITIES IN THIS POSITION DESCRIPTION AT ANY TIME DUE TO REASONABLE ACCOMMODATION AND/OR OTHER BUSINESS REASONS.
ABOUT THE PENN MUTUAL LIFE INSURANCE COMPANY
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.