Paralegal

Retired.com

Paralegal managing the Legal department's operations at Retired.com, specializing in fintech retirement planning. Ensuring legal accuracy and compliance across contracts and marketing materials.

Posted 5/4/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $30 - $42 per hourWebsite

About the role

Key responsibilities & impact

Manage the full lifecycle of inbound contracts and vendor agreements: conduct intake, initial review, and redlining; upload and track in the Venminder platform per established naming and workflow conventions; and maintain a contract log with executed agreements filed in SharePoint.
Perform initial review and redlining of marketing referral agreements and other partnership contracts for review and approval.
Support the vendor due diligence process end-to-end: issue and track due diligence requests, follow up on outstanding submissions, escalate unresolved items, and draft internal communications to business units regarding submission requirements and timelines.
Manage the intake, review, and response coordination for all subpoenas, including document collection, departmental liaison, coordination with outside counsel as needed, and timely submission within legal deadlines.
Review, process, and maintain Power of Attorney (POA) documentation and divorce decrees in accordance with established procedures, and escalating complex matters.
Manage beneficiary escalation cases requiring legal review, including documentation, analysis, and coordination with the operations team.
Draft, review, and manage Mutual Non-Disclosure Agreements (MNDAs), including execution tracking and secure storage per established filing and naming conventions.
Serve as the primary Legal reviewer for all marketing content prior to publication — including email campaigns, blog posts, social media, videos, disclosures, and disclaimers — ensuring content is legally accurate, compliant with applicable regulations, and free from misleading claims. Coordinate with Compliance for regulatory compliance-specific sign-off where required.
Draft, review, and finalize cease and desist (C&D) letters with manager sign-off prior to issuance; monitor and triage incoming legal correspondence.
Conduct intake and review of Registered Investment Advisor (RIA) certification submissions per established procedures; maintain records of certifications reviewed and approvals granted.
Serve as a resource for the Compliance team on legal questions, assist with ad hoc research and drafting, and coordinate with outside counsel on document requests and matter updates as directed.
Maintain organized, accurate legal records across all matter types in SharePoint, supporting the organization’s document retention protocols and ensuring all legal instruments are filed per established procedures.
Support the review and updating of client-facing account disclosures — including IRA plan agreements, fee schedules, and product-level disclosures.
Manage and prioritize incoming legal requests across shared inboxes and ticketing systems, ensuring timely triage, routing, and resolution tracking in alignment with Legal Department service standards and deadlines.
Support special projects and strategic initiatives at the direction of senior legal management, including research, documentation, cross-functional coordination, and deliverable preparation, adapting to evolving priorities with a high degree of professionalism and discretion.

Requirements

What you’ll need

Associate's or Bachelor's degree required; a Paralegal Certificate from an ABA-approved program is strongly preferred.
Three or more years of paralegal or legal operations experience in a regulated financial services, fintech, or trust company environment, typically acquired through 3–5 years in a comparable role. We're looking for demonstrated, hands-on experience across contract lifecycle management (including NDAs and vendor agreements), subpoena intake and response workflows, marketing materials legal review, and familiarity with IRA, retirement account, or trust-related legal documents.
Working knowledge of applicable financial regulatory frameworks — including Nevada FID requirements, BSA/AML regulations, and SEC/FINRA rules — is strongly preferred. Experience with trust company operations, self-directed retirement products, or fintech regulatory environments will set you apart.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook), SharePoint, and CRM platforms such as HubSpot. Familiarity with Venminder or comparable vendor management and contract tracking systems is a plus.
A clear, precise communicator — in writing and verbally — who can translate legal concepts for non-legal audiences.
Someone who thrives managing multiple concurrent workstreams without losing accuracy or missing deadlines.
Highly organized and self-directed, with the judgment to know when to escalate and when to act independently.
Discreet and trustworthy when handling sensitive legal, client, and business information.
Adaptable in a growing fintech environment where priorities can shift and no two days look the same.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Retired.com Website LinkedIn All Job Openings 201 - 500 employees 💸 Finance 💳 Fintech 🛍️ eCommerce Finance
Fintech
eCommerce Retired. com is a platform that connects clients with various financial services aimed at retirement planning, including investment opportunities in alternative assets such as cryptocurrencies, gold, and real estate. The platform facilitates access to self-directed IRAs and other retirement accounts, providing educational resources and tools to help users effectively manage their retirement savings and invest wisely. Retired. com is designed to empower users by simplifying the investment process and offering a range of retirement solutions aligned with individual financial goals. Paralegal Job not on LinkedIn 🔥 5 minutes ago 🇺🇸 United States – Remote 💵 $30 - $42 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 💼 Paralegal Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Manage the full lifecycle of inbound contracts and vendor agreements: conduct intake, initial review, and redlining; upload and track in the Venminder platform per established naming and workflow conventions; and maintain a contract log with executed agreements filed in SharePoint.
Perform initial review and redlining of marketing referral agreements and other partnership contracts for review and approval.
Support the vendor due diligence process end-to-end: issue and track due diligence requests, follow up on outstanding submissions, escalate unresolved items, and draft internal communications to business units regarding submission requirements and timelines.
Manage the intake, review, and response coordination for all subpoenas, including document collection, departmental liaison, coordination with outside counsel as needed, and timely submission within legal deadlines.
Review, process, and maintain Power of Attorney (POA) documentation and divorce decrees in accordance with established procedures, and escalating complex matters.
Manage beneficiary escalation cases requiring legal review, including documentation, analysis, and coordination with the operations team.
Draft, review, and manage Mutual Non-Disclosure Agreements (MNDAs), including execution tracking and secure storage per established filing and naming conventions.
Serve as the primary Legal reviewer for all marketing content prior to publication — including email campaigns, blog posts, social media, videos, disclosures, and disclaimers — ensuring content is legally accurate, compliant with applicable regulations, and free from misleading claims. Coordinate with Compliance for regulatory compliance-specific sign-off where required.
Draft, review, and finalize cease and desist (C&D) letters with manager sign-off prior to issuance; monitor and triage incoming legal correspondence.
Conduct intake and review of Registered Investment Advisor (RIA) certification submissions per established procedures; maintain records of certifications reviewed and approvals granted.
Serve as a resource for the Compliance team on legal questions, assist with ad hoc research and drafting, and coordinate with outside counsel on document requests and matter updates as directed.
Maintain organized, accurate legal records across all matter types in SharePoint, supporting the organization’s document retention protocols and ensuring all legal instruments are filed per established procedures.
Support the review and updating of client-facing account disclosures — including IRA plan agreements, fee schedules, and product-level disclosures.
Manage and prioritize incoming legal requests across shared inboxes and ticketing systems, ensuring timely triage, routing, and resolution tracking in alignment with Legal Department service standards and deadlines.
Support special projects and strategic initiatives at the direction of senior legal management, including research, documentation, cross-functional coordination, and deliverable preparation, adapting to evolving priorities with a high degree of professionalism and discretion. 🎯 Requirements
Associate's or Bachelor's degree required; a Paralegal Certificate from an ABA-approved program is strongly preferred.
Three or more years of paralegal or legal operations experience in a regulated financial services, fintech, or trust company environment, typically acquired through 3–5 years in a comparable role. We're looking for demonstrated, hands-on experience across contract lifecycle management (including NDAs and vendor agreements), subpoena intake and response workflows, marketing materials legal review, and familiarity with IRA, retirement account, or trust-related legal documents.
Working knowledge of applicable financial regulatory frameworks — including Nevada FID requirements, BSA/AML regulations, and SEC/FINRA rules — is strongly preferred. Experience with trust company operations, self-directed retirement products, or fintech regulatory environments will set you apart.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook), SharePoint, and CRM platforms such as HubSpot. Familiarity with Venminder or comparable vendor management and contract tracking systems is a plus.
A clear, precise communicator — in writing and verbally — who can translate legal concepts for non-legal audiences.
Someone who thrives managing multiple concurrent workstreams without losing accuracy or missing deadlines.
Highly organized and self-directed, with the judgment to know when to escalate and when to act independently.
Discreet and trustworthy when handling sensitive legal, client, and business information.
Adaptable in a growing fintech environment where priorities can shift and no two days look the same. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Paralegal 🕒 2 days ago Kaufman Dolowich LLP 201 - 500 📋 Compliance Website LinkedIn All Job Openings Litigation Paralegal supporting attorneys across all phases of litigation in a fully remote capacity. Joining Kaufman Dolowich’s Legal Support Department recognized as one of the “Best Companies to Work For – Law Firms.” 🇺🇸 United States – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 💼 Paralegal Paralegal 🕒 2 days ago Kaufman Dolowich LLP 201 - 500 📋 Compliance Website LinkedIn All Job Openings Litigation Paralegal in a fully remote role supporting attorneys across litigation phases. Involves document management, legal research, and e-filing in various jurisdictions. 🇺🇸 United States – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 💼 Paralegal Senior Business Immigration Paralegal 🕒 2 days ago Envoy Global 201 - 500 👥 HR Tech 📋 Compliance ☁️ SaaS Website LinkedIn All Job Openings Senior Business Immigration Paralegal managing complex immigration cases at Envoy Global. Responsible for drafting petitions and communicating with clients and foreign nationals. 🇺🇸 United States – Remote 💵 $50k - $80k / year ⏰ Full Time 🟠 Senior 💼 Paralegal 🦅 H1B Visa Sponsor Insurance Litigation Paralegal 🕒 3 days ago Chisholm Chisholm & Kilpatrick LTD 201 - 500 🤝 Non-profit 🏛️ Government Website LinkedIn All Job Openings Insurance Litigation Paralegal handling claims and appeals for individuals seeking benefits under insurance contracts. Join a law firm focused on supporting disabled military veterans and their families. 🇺🇸 United States – Remote 💵 $42.5k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💼 Paralegal IP Patent Paralegal 🕒 3 days ago Muncy, Geissler, Olds & Lowe, P.C. 51 - 200 🤝 B2B 🔬 Science Website LinkedIn All Job Openings IP Patent Paralegal supporting MG-IP in U.S. and international patent prosecution. Involves client correspondence, billing, and detailed document preparation. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💼 Paralegal View More Paralegal Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

contract lifecycle managementredliningdue diligencelegal reviewdocument collectionMutual Non-Disclosure Agreementscease and desist lettersRegistered Investment Advisor certificationmarketing materials legal reviewfinancial regulatory frameworks

Soft Skills

clear communicationorganizational skillsself-directeddiscretionadaptabilityjudgmentprofessionalismattention to detailtime managementproblem-solving

Certifications

Associate's degreeBachelor's degreeParalegal Certificate