Senior Paralegal - Strategic Investments & Wealth

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2 Locations
Hybrid
Fintech • Financial Services
Together, we fight to ensure a more secure future for millions more Americans.
The Role

The Senior Paralegal conducts legal research (e.g., due diligence, case and factual research, responding to queries and investigations, preparing summary reports, etc.) to support the organization's law related initiatives and/or matters. Working independently under general supervision, this job reviews and edits legal documents (e.g., contracts, agreements, pleadings, business communications, etc.) to ensure accuracy and completeness. This job also maintains files, databases and systems to collect, store, and reviews data on litigation, agreements, opinions, and other legal documents.
Key Responsibilities and Duties
  • Gathers and analyzes legal research such as statutes, regulations, decisions, case filings, articles, and other documents.
  • Keeps track of, prepares and files federal and/or state regulatory filings in a timely and accurate manner.
  • Reviews and edits legal documents (e.g., contracts, agreements, pleadings, business communications, etc.) to ensure accuracy and completeness.
  • Applies strong understanding of applicable practice areas, as well as federal and state regulatory issues/processes, to provide efficient and accurate paralegal services.
  • Develops, and may recommend, alternative approached to operational issues of low to moderate complexity in order to minimize business risks.
  • Processes, analyzes, and summarizes more complex legal proceedings for attorneys.
  • Reviews corporate documents for compliance with regulatory guidelines.
  • Monitors and analyzes legislative/regulatory developments that affect the company’s products and services.
  • Coordinates with business partners, outside counsel, and other vendors as needed to obtain and provide needed information, manage litigation, and handle other legal filings and projects.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 2+ Years Required; 3+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
6IC

Required Experience:

  • 2+ years of experience working as a Paralegal, Legal Assistant or Law Clerk

Preferred Experience:

  • 3+ years of experience working as a Paralegal, Legal Assistant or Law Clerk

  • Bachelor's degree or paralegal certification  

  • Financial services industry experience

  • Previous experience as a paralegal working for a law firm or in-house corporate law department

  • Working understanding of corporate/securities/asset management law

  • Strong attention to detail, responsiveness, and ability to take the initiative

  • Ability to prioritize and handle numerous competing demands in a high-volume, fast-paced work environment, frequently under urgent deadlines

  • Ability to work independently and as a team-ability to work with people directly and indirectly

#LI-CS1

Related Skills

Adaptability, Communication, Consultative Communication, Continuous Improvement Mindset, Detail-Oriented, Ethical Conduct, Legal Administration

Anticipated Posting End Date:

2025-06-30

Base Pay Range: $36.81/hr - $55.34/hr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: [email protected]

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

TIAA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TIAA and has not been reviewed or approved by TIAA.

  • Retirement Support Age-based company retirement contributions of 5% to 12.5% plus a 100% match on the first 3% to the 401(k) and a $750 annual Retirement Healthcare Savings Plan match stand out. Company contributions typically vest after three years, with excess/equalization provisions for higher earners.
  • Parental & Family Support Sixteen weeks of fully paid parental leave and eight weeks of paid caregiver leave are paired with adoption/surrogacy assistance, backup child/elder care, Milk Stork, tutoring, and other caregiving supports. Many benefits begin at hire and are positioned as robust relative to peers.
  • Healthcare Strength Multiple medical plan options (including HSA), dental with 100% preventive coverage, two vision options, life and disability insurance, FSAs, and wellness incentives are detailed. Programs such as fertility support via Progyny and midlife care broaden the offering.

TIAA Insights

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The Company
HQ: New York, NY
Year Founded: 1918

What We Do

Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.

Why Work With Us

TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.

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