Paralegal Associate supporting estate planning processes for clients at Farther, a fintech and wealth management startup. Guiding documentation and communication between clients and financial advisors.
About the role
- Paralegal supporting bankruptcy matters and legal projects in Crum & Forster's Surplus & Specialty Lines. Requires research, communication skills, and proficiency in legal tools and technologies.
Responsibilities
- Monitor bankruptcy email inbox and review daily Chapter 11 filings.
- Cross-reference filings with C&F insureds to identify relevant cases; research files and analyze issues.
- Prepare and distribute notifications of bankruptcy filings to internal and external stakeholders.
- Review and distribute legal mail as necessary.
- Monitor ongoing bankruptcy cases and communicate updates to attorneys.
- Assist in the preparation and filing of proofs of claim.
- Research policy documents and related information to assist attorneys with review and revision of pleadings and supporting affidavits.
- Support attorneys in the review, revision, and preparation of settlement agreements.
- Assist with responses to discovery requests, including internal research, document gathering, and communication with business partners.
- Maintain discovery and litigation calendars, tracking deadlines and key dates.
- Analyze and update existing 50-state regulatory compliance reference charts (Excel/SharePoint), utilizing Westlaw and other online research tools.
- Set up, populate, and verify new or restructured regulatory compliance charts.
- Prepare, send, track, and follow up on documents for signature via DocuSign.
- Create and manage custom contract templates.
- Preliminary review of certain third party contracts.
- Leverage AI-powered tools and technology to enhance legal research, document review, and workflow efficiency.
Requirements
- Bachelor’s degree required, Paralegal certification preferred.
- 3+ years of paralegal or legal assistant experience, ideally in litigation and transactional/regularly compliance (5+ preferred).
- Insurance background and demonstrated experience supporting bankruptcy matters is a plus.
- Proficiency with Westlaw, Excel, SharePoint, Word, and DocuSign.
- Experience with, and enthusiasm for, using AI-powered legal research and productivity tools.
- Strong research, analytical, and organizational skills.
- Excellent written and verbal communication abilities.
- Ability to work independently and collaboratively in a team environment.
- High attention to detail and ability to manage multiple tasks and deadlines.
Benefits
- Competitive compensation package
- Generous 401K employer match
- Employee Stock Purchase plan with employer matching
- Generous Paid Time Off
- Excellent benefits that go beyond health, dental & vision.
- A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
- A dynamic, ambitious, fun and exciting work environment
- Matching donation program
- Volunteer opportunities
- Employee-driven corporate giving program that lets you participate and support your community
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