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| Job Number: | 25015854 | | Company Name: | Thrivent Financial for Lutherans | | Job Location: | Appleton, WI US | | Job Category: | Legal Services | | Minimum Education: | 2-Year College Degree |
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Paralegal
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Description This position will be part of the Operations Law Group within the General Counsel’s Office. This position is responsible for assisting Counsel with legal issues related to operations activities (issuing, servicing, and claims) for Thrivent Financial securities-registered and insurance products, including life insurance and annuities (fixed and variable), accident and health, and mutual funds products. This position will perform legal research, provide written memoranda, and will interact directly with clients on various issues. Under the supervision of Counsel, this position shall carry out legal assignments utilizing knowledge, experience and acquired skills to successfully support the organization.
Position Roles/Responsibilities/Accountabilities • Provide support for legal and regulatory work performed by Counsel regarding Thrivent Financial’s operations activities. • Serve as the initial contact for internal business clients on various operations issues, as determined by Counsel. • Provide legal research of relevant federal and state laws regarding a broad array of legal topics, such as: insurance, securities, trusts, Powers of Attorney, conservatorship, guardianship, contracts, divorce, claims practices, UTMA/UGMA, and others. • Support Counsel with the coordination of project work relating to Thrivent Financial’s securities and insurance products. • Assist with the preparation of periodic reports and research summaries for Thrivent Financial’s products and operations as requested by Counsel. • Assist Counsel with other legal matters, as requested.
Position Qualifications • Paralegal Certificate, prefer Bachelor’s Degree, with minimum 5 years experience. • Experience working with insurance products and/or securities registered products is a plus. • Experience with regulatory administrative agencies is also a plus. • Excellent oral and written communication skills. • Proficiency with Microsoft Office and electronic legal research (Westlaw, CCH and internet). • Ability to manage multiple tasks simultaneously.
Competencies • Technical/Analytical/Functional Expertise. • Prioritize and manage time and tasks effectively. • Results oriented and customer focused. • Teamwork and collaboration.
External/Internal Dependencies • Internally, support in-house attorneys; interface with Centralized Services and Administration Divisions, Compliance, and Member Relations in connection with product and operational issues and ongoing maintenance and compliance efforts. • Externally, outside service providers, outside counsel retained to handle certain matters, and regulatory agencies (ie.,FINRA, SEC, and state insurance and securities departments).
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