Paralegal - St Louis, MO
Location: St. Louis, Missouri
Description: TIAA is looking of Paralegal - St Louis, MO right now, this job will be situated in Missouri. Detailed specification about this job opportunity please read the description below. Job Description
COMPANY OVERVIEW:
As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace tha t make us a different kind of financial services organization.
When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.
To be difference makers.
For more information about TIAA, visit our website .
POSITION SUMMARY:
The paralegal for Wealth Planning Strategies (WPS) conducts legal research and provides the WPS group with requisite information to produce whitepapers, client communication, and presentation materials. This role is responsible for preparing flowcharts depicting clients’ current estate planning documents, which may require the additional preparation of tax calculations, asset lists, and valuation sheets.
KEY RESPONSIBILITIES AND DUTIES:
The paralegal role also includes updating certain databases, research, and preparing periodic and/or ad hoc reports. The paralegal may parti cipates on, and may lead, one or more project team(s) for low to moderately complex area initiatives. The paralegal must demonstrate excellent client service skills, and the subject matter expertise necessary to review current estate plans to ascertain provisions, necessary updating, and any problems. A strong working knowledge of common estate planning strategies is required, and the ideal candidate will be proficient in basic legal research skills. The paralegal also must work under limited supervision. Effective document management is required: the paralegal will maintain a library of written articles and other information provided to internal financial advisors and externally for company clients.
QUALIFICATIONS:
Experience working with estate planning attorneys on drafting or administration of client matters
Excellent written and oral communication skills
Proficiency with Microsoft office applications, with an emphasis on PowerPoint
Aptitu de to learn and utilize client management software
Bachelor’s degree (paralegal related preferred)
Understanding of basic fiduciary issues relevant to client relationships
Strong work ethic and willingness to participate proactively in department projects
Desire to develop expertise in areas consistent with the department’s goals
Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law .
If you need assistance applying due to being visually or hearing impaired, please email Careers Help .
This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including ch ildbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristicsâ€).
- ©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017
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This job will be opened on: Wed, 25 Apr 2018 10:12:43 GMT