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Retirement Paralegal

Position Purpose: Primary responsibilities include providing assistance to attorneys and consults in delivering consulting, compliance, legal services including preparation and assembly of documents and special projects as assigned.

Essential Duties and Responsibilities:

Document management

• Organizing, indexing and tracking files and documents

ERISA Department Support

• Providing administrative support for attorneys and consultants related to retirement plan technical consulting, Internal Revenue Service (IRS) tax code, Department of Labor (DOL) regulations and other regulatory agencies

Regulatory responses

• Prepare response to audit requests and subpoenas to regulatory agencies

QDRO processing

• Prepare responses to Qualified Domestic Relations Orders to participants and attorneys

Legal Retirement Plan Document Drafting

• Demonstrate a functional knowledge of Ascensus retirement plan documents

Abandoned Plans

• Assist with the determination and processing of abandoned plans

Forms

• Demonstrate a functional knowledge of Ascensus retirement plan forms and notices

Employer Level QRP Document Drafting

• Complete employer level qualified retirement plan documents

Fee-for-Service Engagements

• Assist with fee-for-service engagements including IRS and DOL Correction Programs, Controlled Group Determinations and IRS Determination Letter Filings

Industry Knowledge

• Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL and IRS)

Continuing Education

• Enhance technical and industry knowledge by attending continuing education classes

SLAs

• Meet department service level standards
• Perform other duties and projects as assigned

Minimum Requirements:

Degrees

• Associate degree in paralegal studies
• Certification from the National Association of Legal Assistants (NALA) or the American Alliance Certified Paralegal (AACP) credential offered by the American Alliance of Paralegals, Inc.

Core Values & I-Client

• Consistently display and model the Ascensus core values and I-Client philosophy

Software Applications

• Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, Access and Power Point

Skills

• Demonstrate excellent client service skills
• Demonstrate excellent interpersonal skills, professional demeanor and positive attitude
• Demonstrate strong organizational and time management skills
• Accomplish detail oriented tasks within given timeframes and standards
• Ability to prioritize and complete multiple tasks
• Demonstrate excellent analytical and problem solving skills
• Demonstrate strong written and oral communication skills