Legal Staff Paralegal in New York City, NY

In-House

New York City, NY

Legal Staff Paralegal in New York City, NY

Legal Staff

2-5 yrs required

No

Job Title:
Senior Paralegal

Job Responsibilities:
The role of Senior Paralegal involves providing strategic and sophisticated legal guidance while working under the supervision of an attorney. The key responsibilities of this position include:
- Drafting legal guidance and court filings in collaboration with internal and external counsels.
- Conducting research and analyzing data to provide informed legal support for specific transactions or internal projects.
- Providing legal guidance to the Global Wealth and Investment Management (GWIM) businesses, especially related to client onboarding and maintenance, at-risk person and fraud, and disputes amongst clients or against the company.
- Researching state and federal laws and reviewing applicable client agreements to advise the business on client service-related issues, such as Powers of Attorney, Trusts, Transfer on Death, Beneficiary Designations, Guardianships, Estates, and Legal Structures.
- Offering legal advice on adversarial matters regarding internal or external fraud, customer complaints, and issues concerning seniors or other at-risk persons.
- Liaising directly with internal clients to offer practical and succinct legal guidance.
- Collaborating with other paralegals, attorneys, and outside counsel as needed on certain complex or high-risk matters.
- Evaluating laws, rules, and regulations and providing concise written analysis.
- Working with business and control partners on audit and other control issues.

Education and Experience Information:
- A minimum of a High School Diploma, GED, or Secondary School equivalent is required.
- Prior experience in securities law or other banking/financial institution experience is required.
- Paralegal Certification is preferred but not mandatory.

Skills:
- Analytical Thinking
- Critical Thinking
- Knowledge of Policies, Procedures, and Guidelines
- Prioritization
- Regulatory Compliance
- Advisory
- Issue Management
- Oral Communications
- Research
- Strategic Thinking
- Attention to Detail
- Collaboration
- Ability to Interpret Relevant Laws, Rules, and Regulations
- Legal Drafting and Writing
- Problem Solving
- Proficiency in Microsoft suite and other related software

Salary Information:
The text does not provide specific salary information for the Senior Paralegal position.

Additional Information:
- The position is a full-time role, requiring 40 hours per week.
- The job requires 5% travel time.
- The position is part of the 1st shift in the United States of America.
- The company promotes a culture of being a Great Place to Work, focusing on inclusivity, attracting exceptional talent, and supporting teammates' wellness.
- There is an emphasis on driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
- The company values an in-office culture with specific requirements for office-based attendance while allowing a level of flexibility based on role-specific considerations.