Job Summary

The Paralegal – PRT & Reinsurance provides professional-level legal support to the VP, Senior Corporate Counsel and broader Legal team in connection with Pension Risk Transfer (PRT) and Reinsurance & Capital Management matters. This role independently manages complex legal and administrative tasks, supports transaction execution, maintains legal records, and contributes to process improvements within a fast-paced, transactional legal environment.

Key Responsibilities 

Transaction & Legal Support (PRT and Reinsurance)

• Assist in the preparation, review, and management of transaction documents, including NDAs, commitment agreements, group annuity contracts, reinsurance treaties, trust agreements, and related ancillary documents
• Support attorneys in coordinating pension risk transfer and reinsurance transactions, including document tracking, execution, and closing processes
• Maintain and organize transaction records, ensuring accuracy, completeness, and accessibility
• Track post-transaction deliverables, including contract finalization, certificates, and compliance documentation
• Assist with drafting and submission of regulatory filings

Legal Research & Analysis

• Conduct comprehensive legal research as needed and summarize findings for attorneys
• Analyze legal and regulatory information impacting PRT and reinsurance activities
• Support responses to internal inquiries, regulatory requests, and examination materials

Case, Document & Records Management

• Manage complex legal files, including version control, document integrity, and audit readiness
• Maintain calendars and track deadlines for transactions, filings, and regulatory obligations
• Ensure proper organization of legal records in accordance with internal policies and regulatory requirements

Outside Counsel Coordination

• Coordinate with outside counsel on document exchange and matter status tracking

Process Improvement & Team Support

• Identify opportunities to improve legal workflows, document management, and transaction processes
• Support special projects and cross-functional initiatives led by Legal leadership
• Act as a liaison between Legal and business stakeholders to facilitate efficient handling of legal matters

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience
• 2+ years of paralegal or related legal experience, preferably in financial services, insurance, or transactional law

Licenses / Certifications

• Paralegal certification/designation preferred

Skills & Abilities

• Strong legal research skills and proficiency with legal research databases (e.g., LexisNexis)
• Understanding of transactional legal processes and lifecycle of legal documents
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong organizational skills with high attention to detail and accuracy
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Effective written and verbal communication skills
• Ability to work independently while collaborating with attorneys and cross-functional teams

Other Requirements

• Ability to work in a dynamic, deadline-driven environment
• Regular and punctual attendance
• Perform other duties and special projects as assigned
• Some travel may be required (less than 10%)