Senior Law Analyst (Paralegal)

Senior Law Analyst (Paralegal)

Locations: Oklahoma City, Oklahoma

Time type: Full time

Posted 19 Days Ago

Job requisition id JR997

This paralegal role will support the Family Office General Counsel providing legal services to the family office, holding companies, affiliates, and family ownership entities (including family trusts). This role focuses on preparing and reviewing legal documents in the areas of trust administration, corporate transactions, contracts, and governance; conducting legal research and analysis with minimal supervision; and communicating information clearly and effectively to family members, internal clients, attorneys, and external parties

Requirements

• Bachelor's Degree preferred or requires Paralegal certification by an American Bar Association accredited program in lieu of Bachelor's Degree and minimum of five years experience as an insurance, transactional, litigation and/or employee benefits specialist legal assistant/paralegal.

• Minimum of five years of legal assistant/paralegal experience in a relevant legal specialty, including trust administration, corporate governance, transactions, investments, M&A support, employee benefits, litigation, general corporate matters, and project management.

• Experience drafting, reviewing, organizing, and managing legal documents related to trusts, corporate governance, investment transactions, M&A due diligence, entity records, related-party transactions, and closing materials.

• Strong ability to coordinate with internal stakeholders, trustees, family office teams, company officers, outside counsel, accountants, investment advisors, and other external advisors to manage legal projects and respond to legal inquiries.

• Demonstrated experience managing transaction support, including due diligence, virtual data rooms, deliverables, closing conditions, post-closing obligations, closing binders, and special legal projects.

• Proficiency with legal technology, document management systems, matter tracking, workflow improvements, and process enhancements designed to improve efficiency, consistency, visibility, and risk management.

• Strong analytical, organizational, written and verbal communication, interpersonal, and consultative skills, including the ability to support training on trust administration, governance, transactional processes, and compliance obligations.

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• Our Amenities

• Our Home Office in Oklahoma City features numerous onsite amenities and our open work environment helps foster teamwork. The majority of our Colleagues split their time between working from home and coming to the office, depending on their role and business needs.

Onsite Amenities include:

• Medical Clinic available onsite and virtually

• Waterfront Grill

• Free Parking Garages

• Walking Trails

• Basketball and Pickleball Courts

• Fitness Center with state of the art equipment and personal training

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• Our Culture

• We strive to be a collaborative and open workplace where Colleagues enjoy coming to work because they know they are a valued and essential part of providing a different opinion! Whether you’re in the office or working from home, we take every effort to make sure everyone feels included. Technology brings everyone together, with video calls, chat and our social intranet. Our events include virtual options so everyone can get in on the fun. We want every Colleague to feel like part of the team, no matter where they are located! Our Colleagues are what makes us a Great Place to Work for All!

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• Day in the Life

• At American Fidelity, we’re all about making a difference. Our Colleagues work hard to provide a different opinion to our Customers each day. Whether that’s through streamlined technology, personalized customer service, serving the community or enrolling our policy holders, everything you will do during your career at AF helps us provide a different opinion.

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