Wealth Management Paralegal

Regions Bank•Birmingham, AL

10d•$83,000 - $102,770•Onsite

About The Position

At Regions, the Paralegal - Corporate reports to an attorney in the Legal Department and provides professional legal support through legal research, drafting legal and business communications, and general file management.

Requirements

Bachelor’s degree in related field and five (5) years of legal experience in law firm/inhouse counsel
Or High School Diploma and nine (9) years of legal experience in law firm/inhouse counsel
Ability to work independently
Data entry and typing skills
Proficient in Microsoft Office (Excel, Word, Outlook, Teams, and PowerPoint, etc)
Strong attention to detail
Strong time management
Strong research, writing and verbal communication skills

Nice To Haves

Paralegal Certificate or formal legal training
Subject matter experience in a given area of law/banking
Experience with trusts, estates, probate, investments, tax, and/or Wealth Management preferred.

Responsibilities

Performs more complex legal and regulatory research for attorneys – finding relevant cases, statutes, regulations and other legal materials without citations
Maintains up-to-date file on commonly used forms and recommends form revisions
Draft documents – responses to information requests
Prepares exhibit sets or documents for depositions, hearings, memos, investigations and/or trials
Proactively communicates with appropriate internal parties to assist in resolving complex legal issues or acquire documentation
Reviews and organizes documents received or presented from opposing parties
Reviews and prepares documents
Updates and maintains case and/or knowledge management database
Coordinates with internal and/or external counsel
May offer advice and guidance to junior paralegals
May serve as an initial point of contact for external parties such as government agencies
Prepares comprehensive document indexes, timelines and/or summaries
Retrieves information from bank systems as needed for legal matters