Paralegal, Advice and Wealth Management

1 month ago


Minneapolis, United States Ameriprise Financial Full time

We have an exciting opportunity to provide legal support to Group Counsel and associated Advice and Wealth Management business partners. Assist in completing legal transactions, including executing franchise registration, government filing and business processes, and responding to related questions; researching laws related to business; supporting resolution of advisor-related client and compensation issues, supervision and discipline, dispute resolution, and recruiting; and drafting related correspondence and identifying solutions to business requests. Collaborate across the General Counsel's Organization (GCO) and business to perform various tasks. Come join this opportunity and apply today Key Responsibilities: Support Legal Department by preparing initial drafts of correspondence, information requests, presentation materials and other legal documents Provide consultation to business partners on legal matters under attorney supervision Gather, organize, summarize, and index documents for various sources for upcoming, pending, or potential legal issues Management of legal document execution, delivery, tracking, and filing Coordination and maintenance of legal billing matters in Legal Tracker system Research law sources by identifying applicable statutes, judicial decisions, and codes Work on special projects and project teams, as assigned Required Qualifications: Bachelors Degree or equivalent 5-7 years relevant experience Microsoft Suite proficiency: Intermediate level in Excel, Intermediate in Word, Advanced in Outlook Adobe Professional proficiency: Intermediate level Strong verbal communication skills, internal and external professional communications Ability to multi-task, think ahead and meet deadlines Excellent writing and proofreading skills Solid calendaring and organizational skills Conflict resolution skills



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