Senior Paralegal - Strategic Investments & Wealth

The Senior Paralegal conducts legal research (e.g., due diligence, case and factual research, responding to queries and investigations, preparing summary reports, etc.) to support the organization's law related initiatives and/or matters. Working independently under general supervision, this job reviews and edits legal documents (e.g., contracts, agreements, pleadings, business communications, etc.) to ensure accuracy and completeness. This job also maintains files, databases and systems to collect, store, and reviews data on litigation, agreements, opinions, and other legal documents.

Key Responsibilities and Duties

• Gathers and analyzes legal research such as statutes, regulations, decisions, case filings, articles, and other documents.
• Keeps track of, prepares and files federal and/or state regulatory filings in a timely and accurate manner.
• Reviews and edits legal documents (e.g., contracts, agreements, pleadings, business communications, etc.) to ensure accuracy and completeness.
• Applies strong understanding of applicable practice areas, as well as federal and state regulatory issues/processes, to provide efficient and accurate paralegal services.
• Develops, and may recommend, alternative approached to operational issues of low to moderate complexity in order to minimize business risks.
• Processes, analyzes, and summarizes more complex legal proceedings for attorneys.
• Reviews corporate documents for compliance with regulatory guidelines.
• Monitors and analyzes legislative/regulatory developments that affect the company’s products and services.
• Coordinates with business partners, outside counsel, and other vendors as needed to obtain and provide needed information, manage litigation, and handle other legal filings and projects.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Required Experience:

• 2+ years of experience working as a Paralegal, Legal Assistant or Law Clerk

Preferred Experience:

• 3+ years of experience working as a Paralegal, Legal Assistant or Law Clerk

• Bachelor's degree or paralegal certification  

• Financial services industry experience

• Previous experience as a paralegal working for a law firm or in-house corporate law department

• Working understanding of corporate/securities/asset management law

• Strong attention to detail, responsiveness, and ability to take the initiative

• Ability to prioritize and handle numerous competing demands in a high-volume, fast-paced work environment, frequently under urgent deadlines

• Ability to work independently and as a team-ability to work with people directly and indirectly

#LI-CS1

Related Skills

Adaptability, Communication, Consultative Communication, Continuous Improvement Mindset, Detail-Oriented, Ethical Conduct, Legal Administration

Anticipated Posting End Date:

2025-04-19

Base Pay Range: $36.81/hr. - $55.34/hr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

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TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: [email protected]

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