What are the responsibilities and job description for the Paralegal position at Raymond James Financial?
Paralegal-2102361
Description
Job Summary
Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training and certification to perform a variety of intermediate level tasks, including assisting in organizing and analyzing documents. May serve as a technical advisor to others. Guidance is provided to perform varied work that is somewhat difficult in nature, requiring some evaluation, originality and ingenuity to make moderately complex decisions. Resolves or recommends solutions to complex problems. Regular contact with internal customers and external providers of legal services is required to identify, research and resolve problems.
Essential Duties and Responsibilities
- Provide legal support services to attorneys in the form of basic research and preparation of legal and business communications.
- Draft legal and business communications in support of attorneys, prepare legal documents and other correspondence both with and without attorney supervision.
- Perform 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- Maintain a library of pre-approved form documents, contract clauses, templates, and historical documents, and add or revise material as needed.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.
- 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 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- Maintain a library of preapproved documents, contracts and clauses, templates and historical documents and revise material as needed.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.
- Gather, organize, summarize and index legal and supporting documentation for internal and external legal counsel.
- Assist other paralegals, as required.
- Maintain currency in paralegal practices and methodologies.
- Operate standard office equipment and uses required software applications.
Qualifications
Knowledge, Skills, and Abilities:
Skill in:
Ability to:
Educational/Previous Experience Requirements:
Licenses/Certifications:
• Paralegal certification is preferred.
Knowledge, Skills, and Abilities:
Knowledge of
- Estate, trust, and probate concepts, practices, and procedures.
- Laws, legal codes, precedents, and government regulations.
- Fundamental business practices and concepts that impact the success and profitability of the firm.
- Intermediate level concepts, practices and procedures of the paralegal profession.
- Basic investment concepts, practices and procedures used in the securities industry.
- Principles of banking and finance and securities industry operations.
- Financial markets and products.
Skill in:
- Gathering, organizing, summarizing and indexing legal and supporting documentation.
- Legal research and writing.
- Tracking expenses and comparing to budget.
- Maintaining information in an automated case management system.
- Operating standard office equipment and using required software applications.
Ability to:
- Maintain confidential information.
- To establish and maintain effective working relationships.
- Maintain professional currency.
- Use analytical and critical thinking skills in reading, interpreting, analyzing and applying information from legal documentation and references.
- Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment with constant interruptions.
- Communicate effectively, both orally and in writing.
- Work independently as well as collaboratively within a team environment.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Establish and maintain effective working relationships with others at all organizational levels.
Educational/Previous Experience Requirements:
- Associates degree and a minimum of two (2) years 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.
Licenses/Certifications:
• Paralegal certification is preferred.
Raymond James Guiding Behaviors
We expect our associates at all levels to:
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Job Legal
Primary Location US-FL-St. Petersburg-Saint Petersburg
Organization Legal
Schedule Full-time
Shift Day Job
Travel No
Insurance Defense Paralegal
Reynolds Parrino Shadwick, P.A. -
St.Petersburg, FL