Junior Financial Paralegal

Robert Half
Bethesda, MD
Dec 04, 2020
Dec 09, 2020
Full Time
Ref ID: 04510-9502773577Classification: Junior Financial ParalegalCompensation: $15.00 to $20.00 hourlyLarge Financial Institution is seeking a Jr. Paralegal to assist their Legal Team on a temporary to hire basis. This Paralegal role is for a Junior candidate looking to fast growing company. This paralegal will be responsible for the following:* Facilitate all life settlement closing activities with all parties including escrow Agent, Trustee, and Purchaser.* Prepare and manage the creation execution of necessary funding and case specific settlement documents* Update and maintain notes on each case in the proprietary electronic database.* Deliver sale documentation package to Purchaser.* Submit and track policy change of ownership and beneficiary forms. Responsible for ensuring that the ownership and beneficiary of life insurance policies are properly transferred and recorded.* Order and track in force and verification of coverage request with carrier.* Coordinate with the Escrow Agent and Purchaser the release of case specific payments.* Continuously evaluate the closing process and propose, draft and implement improvements.* Complete compliance review process for each proposed transaction, which includes the review of executed life settlement transaction documents, medical records, life insurance policies and all other supporting documentation.* Perform due diligence for each life settlement transaction, which includes legal research and the review of business formation and trust documents. * Upon the final review of the transaction, in coordination with the Transactional Attorney, facilitate the closing/funding of the transaction to include: * Prepare and deliver all necessary funding documentation to Purchaser and Escrow Agent.All candidates with interest should send their resumes directly to Raquel Flores with Robert Half Legal at raquel.flores@roberthalflegal.com.Job Requirements:Bachelor's Degree in Business, Law or other related field Two (2) years of experience in an insurance, mortgage, or legal department/industry. Previous life insurance experience Paralegal certificateExperience conducting legal research using Lexis-Nexis, PACER and other legal research services. Proficiency in Word, Excel and Outlook. Robert Half Legal matches legal professionals and consultants with some of the best companies on a full-time, project and temporary basis, serving both law firms and corporate legal departments. We also provide project and eDiscovery teams and workspace for a wide range of initiatives, including litigation support, mergers and acquisitions, and document review matters. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal jobs that match your skills and priorities - fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets. From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE's "Most Admired Companies" list every year since 1998. Download our mobile app to take your job search on the go! Contact your local Robert Half Legal office at 888.490.5592 or visit www.roberthalf.com/jobs/legal to apply for this job now or find out more about other job opportunities. All applicants applying for US job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada. Robert Half is not a law firm and does not provide legal representation. (C) 2020 Robert Half Legal. An Equal Opportunity Employer M/F/Disability/Veterans. By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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