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Assistant Paralegal, Floater The candidate will provide legal support services to paralegals, 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 paralegals, attorneys and mentors, prepare legal documents and other correspondence both with and without attorney supervision. Retrieve, review and redact documents for production. 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 Maintain a library of pre-approved form documents, contract clauses, templates, and historical documents, and add or revise material as needed.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 mentors, 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 Maintain a library of preapproved documents, contracts and clauses, templates and historical documents and revise material as needed.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. Laws, legal codes, precedents, and government regulations is essential. Must have Associates Degree and a 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. Paralegal certification is required.
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