Paralegal Specialist

3 days ago

Philadelphia, Pennsylvania, United States Ascensus Full time
Job Title: Paralegal

Job Summary:

The Paralegal will serve as a liaison and main point of contact for agreements and legal matters on behalf of the Retirement Products and Solutions (RPS) department. This role is responsible for tracking and maintaining each contract or agreement while ensuring they are properly entered and maintained in the appropriate tracking systems.

Key Responsibilities:
  • Protect and Secure Confidential Data: Ensure the protection, security, and proper handling of all confidential data held by Ascensus to prevent unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Liaison and Main Point of Contact: 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.
  • Monitor and Track Changes: Monitor and track changes and ensure the proper routing protocol is followed for review and negotiation stages.
  • Ensure Addendums and Amendments: Ensure addendums and amendments align with contracts and/or any previously agreed-upon pro-rated annual fees.
  • Secure Signatures: Secure required signatures and provide necessary copies to interested parties as stipulated on the agreement or other notices.
  • Enter Agreements and Documentation: Enter all agreements and related legal documentation in the appropriate tracking, communication, and routing systems (AS/400, CLIFF, CRM).
  • Initial Billing and Enrollment Fees: Ensure initial billing/enrollment fees are invoiced to the client in a timely manner.
  • Contract Terminations: Handle contract terminations in a timely manner and ensure proper written notice is secured, that appropriate tracking, communication, and routing systems are updated, and communications to interested parties are completed.
  • Negotiate Terms and Conditions: 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).
  • Understand and Interpret Agreements: Understand and interpret the services being offered within our agreements or know who to contact if there are questions.
  • Assist in Agreement Templates: Assist in the development of new and maintenance of existing agreement templates.
  • Support Services: Serve as back-up to Support Services area as needed for contract and proposal completion.
  • Other Tasks and Projects: Assist with other tasks and projects as assigned.

Supervision:

N/A

Requirements:
  • Education: Bachelor's degree in Business Management, Business Administration, or Associate degree in Paralegal Studies with equivalent work experience.
  • Certification: 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.
  • Experience: Minimum two years of experience in a legal department or law office.
  • Skills and Knowledge: 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.

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.

Equal Opportunity Employer:

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.

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