Paralegal

🕒 May 4

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Retired.com

WebsiteLinkedInAll 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.

📋 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.