Retirement Paralegal
Remote, Nationwide
Job Category: Legal
Job Type: Full time
Position Purpose: Primary responsibilities include providing assistance to attorneys and consults in delivering consulting, compliance, legal services including preparation and assembly of documents and special projects as assigned.
Essential Duties and Responsibilities:
Document management
- Organizing, indexing and tracking files and documents
ERISA Department Support
- Providing administrative support for attorneys and consultants related to retirement plan technical consulting, Internal Revenue Service (IRS) tax code, Department of Labor (DOL) regulations and other regulatory agencies
Regulatory responses
- Prepare response to audit requests and subpoenas to regulatory agencies
QDRO processing
- Prepare responses to Qualified Domestic Relations Orders to participants and attorneys
Legal Retirement Plan Document Drafting
- Demonstrate a functional knowledge of Ascensus retirement plan documents
Abandoned Plans
- Assist with the determination and processing of abandoned plans
Forms
- Demonstrate a functional knowledge of Ascensus retirement plan forms and notices
Employer Level QRP Document Drafting
- Complete employer level qualified retirement plan documents
Fee-for-Service Engagements
- Assist with fee-for-service engagements including IRS and DOL Correction Programs, Controlled Group Determinations and IRS Determination Letter Filings
Industry Knowledge
- Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL and IRS)
Continuing Education
- Enhance technical and industry knowledge by attending continuing education classes
SLAs
- Meet department service level standards
- Perform other duties and projects as assigned
Minimum Requirements:
Degrees
- Associate degree in paralegal studies
- Certification from the National Association of Legal Assistants (NALA) or the American Alliance Certified Paralegal (AACP) credential offered by the American Alliance of Paralegals, Inc.
Core Values & I-Client
- Consistently display and model the Ascensus core values and I-Client philosophy
Software Applications
- Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, Access and Power Point
Skills
- Demonstrate excellent client service skills
- Demonstrate excellent interpersonal skills, professional demeanor and positive attitude
- Demonstrate strong organizational and time management skills
- Accomplish detail oriented tasks within given timeframes and standards
- Ability to prioritize and complete multiple tasks
- Demonstrate excellent analytical and problem solving skills
- Demonstrate strong written and oral communication skills