Regions Bank · 18 hours ago
Wealth Management Paralegal
Birmingham, AL
Full-time
Onsite
Mid, Senior Level
$83K/yr - $103K/yr
5+ years expRegions Bank is committed to providing a supportive environment for its associates and is seeking a Wealth Management Paralegal to join their Legal Department. The role involves providing professional legal support through research, drafting legal documents, and managing files while collaborating with attorneys and other internal parties on complex legal issues.
BankingInsurance
Responsibilities
Performs more complex legal and regulatory research for attorneys – finding relevant cases, statutes, regulations and other legal materials without citations
Maintains up-to-date file on commonly used forms and recommends form revisions
Draft documents – responses to information requests
Prepares exhibit sets or documents for depositions, hearings, memos, investigations and/or trials
Proactively communicates with appropriate internal parties to assist in resolving complex legal issues or acquire documentation
Reviews and organizes documents received or presented from opposing parties
Reviews and prepares documents
Updates and maintains case and/or knowledge management database
Coordinates with internal and/or external counsel
May offer advice and guidance to junior paralegals
May serve as an initial point of contact for external parties such as government agencies
Prepares comprehensive document indexes, timelines and/or summaries
Retrieves information from bank systems as needed for legal matters
Qualification
Required
Bachelor's degree in related field and five (5) years of legal experience in law firm/inhouse counsel
Or High School Diploma and nine (9) years of legal experience in law firm/inhouse counsel
Ability to work independently
Data entry and typing skills
Proficient in Microsoft Office (Excel, Word, Outlook, Teams, and PowerPoint, etc)
Strong attention to detail
Strong time management
Strong research, writing and verbal communication skills
Preferred
Paralegal Certificate or formal legal training
Subject matter experience in a given area of law/banking
Experience with trusts, estates, probate, investments, tax, and/or Wealth Management preferred
Benefits
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Company
Regions Bank
Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase