Sr. Estate and Trust Paralegal
Teachers Insurance and Annuity Association of America, Dallas, TX, United States
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
Estate and trust planning background needed.
Related Skills
Adaptability
Communication
Consultative Communication
Continuous Improvement Mindset
Detail‑Oriented
Ethical Conduct
Legal Administration
Anticipated Posting End Date 2026‑04‑28
Base Pay Range $29.95/hr – $41.78/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).
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf).
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.
Equal Opportunity and Diversity Commitment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
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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
Estate and trust planning background needed.
Related Skills
Adaptability
Communication
Consultative Communication
Continuous Improvement Mindset
Detail‑Oriented
Ethical Conduct
Legal Administration
Anticipated Posting End Date 2026‑04‑28
Base Pay Range $29.95/hr – $41.78/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).
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf).
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.
Equal Opportunity and Diversity Commitment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
#J-18808-Ljbffr