Corporate Governance Paralegal

What You Can Expect In This Role

Provide support as assigned to the Legal Department of Sammons Financial Group (SFG) Member Companies relevant to insurance, annuities, litigation, and general corporate matters. Position will focus on corporate governance, entity management, and related reporting obligations. Develop a solid working knowledge of the products offered by SFG, administration of the products offered by SFG, the Companies' distribution channels, and the Companies' systems for storage and maintenance of records and information.

What You'll Do In This Role

• Provide objective, thorough, timely and well-researched responses on factual and legal research as requested and as assigned by the attorneys in the Legal Department.
• Research and analyze law sources such as statutes, regulations, state insurance codes, judicial decisions, legal articles, and treaties to prepare or assist in the preparation of legal documents.
• Manage requests for review received from Life Insurance and Annuity business units, including researching company records, maintaining response logs, and forwarding requests to attorneys for handling, when appropriate.
• Prepare or review legal documents including but not limited to affidavits, agreements, certifications, contract and policy forms, and settlement agreements, under the direction and supervision of the attorneys in the Legal Department.
• Provide corporate governance assistance as required by the General Counsel and Secretary, including work on meeting books for Boards of Directors and Committees of the Boards, Board resolutions, Sole Shareholder actions, and Unanimous Written Consents; maintain records of same.
• Work collaboratively with the Legal Department staff on projects and issues as required for Legal Department management, such as opening files under the Legal Department filing system, maintenance of hard copies and/or electronic copies of litigation files and documents, and/or corporate governance and transactional documents.
• Communicate with Directors of the companies on logistics of Board and Board Committee meetings and actions, as required.
• Support and assist Attorneys in connection with various legal matters as required, including vendor and other contract review issues, privacy matters, life and annuity claims, intellectual property, general corporate and contract matters, and other general insurance regulatory matters.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Other duties as assigned.
  
  

What We're Looking For

• Associate's Degree Or
• Bachelor's Degree from accredited institution Preferred
• Alternative to an Associate or to a Bachelor degree, Paralegal Certification from an American Bar Association (ABA) accredited Paralegal Studies program or similar ABA accredited program Required
• At least 4 years relevant work experience as a paralegal or legal assistant Preferred
• Experience in life insurance, or, annuities, or, financial services industry Preferred
• Excellent communication skills, written and oral
• Excellent organizational and process management skills
• Time management with the ability to adapt and determine priorities
• Demonstrated knowledge of commonly-used legal concepts, practices and procedures
• Demonstrated ability to conduct accurate and timely research
• Demonstrated ability to use and navigate electronic legal research tools and entity management software
• Demonstrated attention to detail, professional attitude, and commitment to maintain confidentiality of records and information
  
  

Other Requirements

• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
  
  

What you can expect when you join Sammons Financial Group

• Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
  
  

Salary Range Information

USD $48,418.00 - USD $100,870.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)