Description
Job Summary
The Paralegal will provide administrative and research support to attorneys and will work to assess customer complaints and resolve legal issues. The Paralegal works closely with lawyers in the legal department and with business counterparts. The Paralegal prepares documents, correspondence, and maintains a filing system for customer complaints.
Essential Duties & Responsibilities
- Obtain and examine all relevant information to assess validity of complaints and determine possible causes, work to resolve, retrain, and/or review policy.
- Confer with customers to obtain details of complaints, recording details of inquiries, customer interactions and transactions, as well as the action taken.
- Under attorney supervision, prepare legal documents.
- Organize exhibits in preparation for legal proceedings.
- Gather research data, such as statutes, decisions, and legal articles, codes, and other documents pertinent to allegations.
- Respond to subpoenas.
- Contact and respond to questions from branches, other business areas, attorneys, and government agencies.
- Support the Legal Department by participating in intake functions, triaging incoming and pending matters, assisting with special projects, and completing high-level administrative tasks, as needed.
- Collaborate, consult, and provide information to Legal Department attorneys and staff, outside counsel and collaborate with line of business.
Qualifications
- Ability to analyze legal documents and assess whether additional documentation or information is necessary in order for the Firm to take action in a particular case.
- Ability to prioritize matters presented by third parties or internal stakeholders in a timely and appropriate manner.
- Ability to learn the various areas of the company to access information and know what documents and information are created and how to retrieve such documents or information if necessary to analyze and respond to legal documents received.
- Excellent communication and time management skills.
Education & Experience
- Minimum Required: Associate's degree or its equivalent; 3 years or more of experience in the field or in a related area.
- Preferred: Experience in the Financial Industry and/or experience working in a corporate legal department.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint and Outlook.
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
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