Note: The job is a remote job and is open to candidates in USA. Principal Financial Group is seeking a Paralegal Analyst to support its in-house legal department, with a primary focus on corporate governance, corporate secretarial, and regulatory matters. The role also provides broader paralegal support across corporate legal functions, including transactions, securities, privacy, tax, and human resources.
Responsibilities
- Support the corporate secretarial team for Principal subsidiaries, including by maintaining corporate records and minute books; tracking director and officer appointments; documenting entity formations and dissolutions; preparing periodic filings and responding to queries and information requests regarding Principal subsidiaries
- Assist with the preparation, review and submission of insurance company and corporate regulatory filings as well as periodic internal reporting
- Attend subsidiary board of director and committee meetings and prepare, organize, and distribute meeting materials, including agendas, resolutions, minutes, and consent actions
- Serve as a liaison between legal, internal business stakeholders, and external service providers in connection with board and committee meetings, governance actions, and filings
- Draft and maintain corporate resolutions, written consents, secretary certificates, incumbency certificates, related governance documents, and intercompany agreements. Prepare, complete, and submit regulatory forms and filings required for Principal subsidiaries
- Manage complex projects with a high degree of independence and initiative, which may include conducting complex legal research, drafting legal and/or regulatory memoranda, and assist with process improvements, including enhancing templates, workflows, and governance policies and procedures
- Provide general paralegal support to lawyers across the corporate legal team on matters relating to corporate transactions, securities-related matters, privacy and data security, tax and human resources
Skills
- Bachelor's degree or equivalent plus 6+ years related legal and/or corporate/regulatory experience
- Experience in corporate secretarial matters, including a strong understanding of corporate governance principles, board processes, and entity management
- Demonstrated experience in legal research
- Demonstrated experience leveraging AI, legal technology, automation, and knowledge management tools to improve legal operations, enhance service delivery, and advance digital transformation initiatives
- Proficiency with Microsoft Office and document management systems as well as legal tools, resources and databases
- Exceptional attention to detail and ability to manage multiple projects and deadlines simultaneously
- Strong written and verbal communication skills, with the ability to interact professionally with senior leaders, directors, other internal stakeholders, and third-parties
- At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States
- Direct experience with supporting a broad scope of corporate legal functions (e.g., business transactions, securities, tax, privacy, data security, and/or human resources) is preferred
- Familiarity with state insurance regulatory filings is preferred
Benefits
- Non-sales positions have the opportunity to participate in a bonus program.
- Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
- Pension eligible.
- In-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, Charlotte, NC, and Raleigh, NC).
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