Paralegal

• Verify insurance coverage and policy limits with relevant carriers
• Confirm healthcare provider details and gather treatment information
• Obtain supporting documentation such as medical records, bills, incident reports, and insurance correspondence
• Communicate professionally with clients, insurance adjusters, and medical providers to facilitate timely and accurate information gathering
• Maintain accurate and up-to-date records in the firm’s case management system
• Flag discrepancies or missing data for attorney review
• Collaborate closely with intake and litigation teams to ensure a smooth transition from claim evaluation to case development
• Perform additional duties and administrative tasks as needed to support the team.

Claims Verification Paralegal

• Manage and maintain litigation and policing client/matter files including official papers.
• Prepare complaints, notices of opposition, petitions for cancellation, answers, discovery requests and responses, subpoenas, deposition notices, declarations, motion related documents, proposed orders, exhibit appendices, and correspondence.
• Assist with document collection processes, including identifying documents responsive to discovery requests, and overseeing document production.
• E-file documents in various courts and administrative agencies, including but not limited to all Federal Courts, U.S. Court of Appeals (all Circuits), USPTO Trademark Trial and Appeal Board, and the Forum (domain name dispute proceedings), and state court.
• Perform factual and legal cite checking of motions and briefs utilizing key cite checking authorities.
• Prepare materials for and assist attorneys with court proceedings including but not limited to hearings, depositions, arbitration, and trial.
• Coordinate with external vendors.
• Maintain physical and electronic files.
• Review incoming correspondence, determine appropriate action.
• Review and maintain docket and update as appropriate.
• Share responsibility with attorneys for meeting all deadlines.
• Maintain daily timekeeping for billing purposes, entering time records daily.

Trademark Litigation Paralegal

• Serve as the central point of communication for litigation teams.
• Maintain accurate and up-to-date calendar systems.
• Oversee the creation, indexing, and ongoing maintenance of complex case files.
• Proofread legal memoranda for typographical accuracy; verify citations.
• Coordinate and manage court filings, ensuring compliance with jurisdictional requirements.
• Conduct advanced fact research and analysis.
• Manage specialized document collections and draft initial versions of discovery requests.
• Assist with document collection and tracking of electronically stored information.
• Conduct interviews with witnesses and custodians.
• Assist with all phases of mediation, arbitration, or trial proceedings.
• Provide on-site trial support and supervise junior paralegals during trial preparation.

Paralegal – Litigation

• Manage contract intake and conduct initial reviews to identify legal issues, ensure completeness, and support attorney review;
• Coordinate contract workflows with internal clients, vendors, and outside counsel;
• Track, prioritize, and route legal requests in alignment with Legal Affairs leadership;
• Improve and maintain legal processes, tools, and workflows, including templates, internal reference guides, and process documentation;
• Capture, organize, and maintain institutional legal knowledge for ease of use across the organization;
• Coordinate timelines, deliverables, and communications for legal projects while providing targeted administrative support;
• Conduct focused legal and operational research and analyze contracts, policies, regulations, and facts to surface key risks and options;
• Draft and edit legal documents and correspondence under attorney direction and maintain records within established legal systems;
• Create practical tools, templates, and training materials and support internal trainings, office hours, and communications;
• Build effective working relationships with internal stakeholders and external counsel and support development and implementation of legal policies and standards;
• Support required regulatory, governance, and organizational filings and coordinate filing activities with stakeholders and outside counsel;
• Participation in IJM’s community of spiritual formation.

• Collect, validate, and reconcile client data using established analytics methodologies
• Assist in preparing and executing compliance testing for the Firm’s investment fund clients
• Build and maintain structured excel models to evaluate/test relevant fund thresholds
• Author professional compliance summaries and reports
• Maintain accurate and organized records of compliance testing work and assist with file management
• Support responses to client inquiries and preparation of client communications
• Identify opportunities for automation in database/testing methods
• Participate in training and professional development to stay current on ERISA regulations and practice developments
• Perform other tasks as needed
• Be flexible to adjust hours to meet departmental need

Paralegal Specialist, ECEB Compliance – Analytics

• Maintain well-organized files and case records
• Update case management platforms and databases and categorize documents for efficient access
• Create case calendars, manage case deadlines and distribute case materials
• Retrieve and prepare case/investigation materials as needed by case/investigation teams
• Prepare documents for filing, including proofreading, formatting and compiling exhibits and appendices
• Arrange filing and service deliveries with appropriate government agencies, courts and opposing/other parties
• Assist with document collection and production, including preparation, exporting, redaction, duplication and indexing
• Conduct research from a variety of resources such as newspapers, magazines, libraries, case documents and trade associations, and internal and external document databases and systems
• Liaise with internal departments and outside vendors
• Perform other tasks as assigned by case/investigation teams
• Be flexible to adjust hours to meet departmental need

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Claims Verification Paralegal

Trademark Litigation Paralegal

Paralegal – Litigation

Paralegal

Paralegal Specialist, ECEB Compliance – Analytics

Paralegal – Litigation