Senior Paralegal - Trusts and Estates, Financial Services

San Antonio, TX

Date Posted

Are you a Sr. Paralegal seeking a new opportunity? Legility, a New Law Company (formerly known as Counsel On Call), has a San Antonio-based client in the insurance and financial services industry that is seeking a Sr. Paralegal with 5 – 8 years of experience in the following areas:

  • Trust and Estate Law
  • Mutual Funds and Securities Law
  • Compliance with state and federal regulations

The ideal candidate will have experience working in a corporate legal department or large law firm environment. The Sr. Paralegal will work under the direction of an attorney assisting with all aspects of estate planning and trust administration work. Duties also include preparing and filing documents related to mutual funds and securities as well as communicating with business teams. The Sr. Paralegal must also possess compliance-related knowledge in each of the legal areas. This is a full-time (40 hours per week) temporary opportunity expected to last 1-2 months, with the possibility of a permanent offer.

Requirements:

  • A minimum 8 years’ experience working in the trust or estate division of an insurance company or  financial services institution.
  • A minimum of 5 years’ experience preparing mutual funds and securities-related documents.
  • Certificate from an ABA-approved Paralegal Program.
  • Excellent oral and written communication skills, analytical skills, and attention to detail.

Qualified candidates should submit resumes to dallasresumes@legility.com.

About Legility

Legility (legility.com), a leader in Legal Operations, provides consulting, technology, managed solutions, and flexible legal talent engagement services to corporations and law firms. The company has more than 1,000 lawyers, engineers, consultants, technology and data specialists, and operational experts serving one-third of the Fortune 100 and one-quarter of the Am Law 200. Founded in 2000, Legility works with corporate legal departments and law firms to improve operational efficiency.

Our attorneys and paralegals choose to work with our company because of the many flexible, non-traditional and professionally challenging work options the company provides – whether our attorneys and paralegals want to work 15 hours a week or 50, on-site with the client, remotely, individually or in a team environment.

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