Paralegal
Lincoln Financial Group - Fort Wayne, IN

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As a Paralegal, you will support functions and activities of the Litigation Department under supervision of the attorney(s), and work within the (LC&P) Legal Compliance and Public Policy area.

Responsibilities

Supporting
  • Work independently, under supervision of lawyer, to respond to subpoenas, tax levies, and garnishments in accordance with company procedures
  • Assist litigation attorneys in issuance and monitoring of litigation hold orders and document gathering
  • Research, retrieve, and organize company records in accordance with the Litigation Procedures Manual
  • Assist litigation attorneys with cases or arbitrations, principally relating to the sale and administration of securities, annuities, and life insurance
  • Track litigation information in company database.

Education
  • Undergraduate degree or 4+ years of comparable work experience: educational concentration and/or paralegal certificate with minimum 3 years relevant experience is preferred
Experience
  • Experience in the insurance/financial services industry a plus
  • Have performed under stress in fast paced highly regulated environments
  • Ability to draft succinct and appropriate business letters and e-mails
  • Have demonstrated excellent verbal and written communication skills, combined with professionalism and discretion.
  • Have experience managing multiple tasks effectively and showing strong flexibility.
  • Computer skills:
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
  • Proficiency with e-discovery tools and e-mail archiving systems
  • Proficiency with business unit systems (AWD, Taxport etc.)
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion

Lincoln Financial Group - 19 months ago - save job - copy to clipboard
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About this company
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Lincoln Financial Group is a diversified financial services organization headquartered in the Philadelphia region. With $150 billion as of...