Senior Operations Specialist, BOLI/COLI Executive Benefits
Protective Life
Paralegal
U.S. Bank
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Ohio, Wisconsin
Visit company websiteSalary
💰 $26 - $34 per year
Job Level
Mid-LevelSenior
About the role
- U.S. Bank Global Fund Services (GFS) Regulatory Administration Paralegal role assisting fund clients with preparation and maintenance of SEC registration statements and related filings Prepare regulatory filings (Forms N-1A, N-2, Schedule 14A, Form N-14) using Wdesk; coordinate with internal colleagues and external clients to incorporate changes Plan and prepare for client board and shareholder meetings; coordinate, draft, and distribute documents, communications, resolutions, board meeting minutes and proxy statements Project management for deadlines; develop and implement department processes and policies; train and mentor new paralegals Work directly with internal supervisors, business lines, external fund counsel, compliance officers, external auditors, investment advisers; maintain confidentiality Primary duties accomplished according to timelines created, monitored and maintained by Paralegals; hybrid/flexible schedule with in-office expectation of 3+ days/week
Requirements
- Paralegal certification from an accredited program, or equivalent degree or experience Energetic self-starter with strong organizational and proofreading skills Excellent communication and interpersonal skills (both oral and written) Above average drafting/writing skills Resourcefulness in problem-solving Ability to establish priorities and work concurrently on a variety of projects High-level understanding of Microsoft applications including Word and Excel Ability to adapt to new software and processes Ability to work well independently and as part of a group Strong general computer skills including excellent typing skills Associate’s degree is preferred Occasional evening or weekend work may be required during peak periods
