Paralegal

2 months ago

Philadelphia, United States Ascensus Full time

Section 1: Position Summary

The RPS Paralegal is responsible to oversee, monitor and act as a liaison and main point of contact for agreements and legal matters on behalf of Retirement Products and Solutions (RPS) department. This position is responsible to track and maintain each contract or agreement while ensuring they are properly entered and maintained in the appropriate tracking systems.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

  • Act as a liaison and main point of contact for our corporate legal team, RPS business leaders, RPS sales teams, Finance, our clients and our vendors for requests and questions relating to contracts and other legal matters (including initial contracts, confidentiality agreements, non-disclosures, addendums, and amendments)

  • Responsible to monitor and track changes and ensure the proper routing protocol is followed for review and negotiation stages

  • Ensure addendums and amendments align with contracts and/or any previously agreed upon pro-rated annual fees

  • Responsible for securing required signatures and provide necessary copies to interested parties as stipulated on the agreement or other notices

  • Responsible to enter all agreements and related legal documentation in the appropriate tracking, communication, and routing systems (AS/400, CLIFF, CRM)

  • Ensure initial billing/enrollment fees are invoiced to the client in timely manner

  • Responsible for contract terminations, ensuring they are handled in a timely manner and proper written notice is secured, that appropriate tracking, communication, and routing systems are updated and communications to interested parties are completed

  • Must be able to negotiate terms and conditions of the agreements with our clients or vendors and/or their legal department (as approved by Legal and/or senior leadership)

  • Must be able to understand and interpret the services being offered within our agreements or know who to contact if there are questions

  • Assist in the development of new and maintenance of existing agreement templates

  • Serve as back-up to Support Services area as needed for contract and proposal completion.

  • Assist with other tasks and projects as assigned.

  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

Supervision

  • N/A

Section 3: Experience, Skills, Knowledge Requirements

  • Bachelor’s degree in Business Management, Business Administration or Associate degree in Paralegal Studies with equivalent work experience.

  • Certification from the National Association of Legal Assistants (NALA) or the American Alliance Certified Paralegal (AACP) credential offered by the American Alliance of Paralegals, Inc.

  • Minimum two years of experience in a legal department or law office.

  • Must stay current on corporate legal and industry expectations.

  • Knowledge and understanding of complex legal language.

  • Must have, or be willing to develop, an understanding of governing regulations.

  • Ability to manage escalated calls professionally and effectively.

  • Must be able to make dependable judgments to mitigate risk for financial, reputational, or other exposures.

  • Strong client focus with superior client service skills and experience.

  • Microsoft Office proficiency.

  • Excellent oral and written communication skills.

For virtual remote positions , we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

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