The Legal Investments Specialist is responsible for providing legal research and support work. The incumbent will provide general legal research assistance and support; assisting with the internal matter management and electronic invoicing system (Legal Tracker) travel and meeting requests and other general administrative support as needed. This position will proactively work with the Legal Services team IMD staff and agency employees.
WHAT WILL YOU DO
Investments Legal Support
Performs work as assigned with multiple attorneys and team legal specialist.
Manages numerous deliverable requests requiring coordination with multiple internal and external parties including TRS employees in other divisions and external counsel.
Manages process for non-disclosure agreements and non-reliance letters reviewed by external counsel.
Compiles enters and organizes data for periodic reporting purposes.
Prepares formats and edits PowerPoint presentations memoranda meeting invitations and agendas assignment logs minutes and other team committee or board reports.
Review policies and procedures creating processes consistent with such parameters.
Manages the internal matter management and electronic invoicing system (Legal Tracker) including maintaining daily updates on transactional matters and creating bi-weekly and quarterly reports.
Manages travel arrangements and conference registrations via Concur software program if requested.
Assists attorneys in the review and completion of transactional documents including subscription agreements and nondisclosure agreements.
General Legal Research Assistance and Support
Conducts comprehensive legal research on a wide variety of subjects using electronic and paper sources such as online services statutes case law administrative records opinions articles professional journals dissertations and abstracts.
Assists in implementing system-wide records retention schedule(s) including annual dispositions (purges).
Prepares and delivers abstracts and summaries of research.
Compiles and organizes data and prepares periodic and ad hoc reports.
Assists in developing and revising department procedures and processes as requested.
Performs related work as assigned.
WHAT WILL YOU BRING
Required Education
High School Diploma or GED.
Required Experience
Four (4) years of full-time directly related progressively responsible experience as a legal assistant paralegal or related experience.
An associates degree in a closely related field may be substituted on an equivalent year-for-year basis.
Required Registration Certification or Licensure
None.
Preferred Qualifications
Completion of a program in paralegal studies.
Experience supporting securities class action cases.
Knowledge Skills and Abilities
Knowledge of:
Applies experience and working knowledge to perform business support tasks and or perform technical and paraprofessional tasks to address tactical business problems.
Uses problem-solving skills from work experience and applies these skills to routine situations.
Has working-level skills and abilities but is still learning the more complex methods techniques and approaches.
Skills in:
Legal research and analysis and drafting pleadings and other legal documents.
Reviewing documentation; interpreting and applying complex laws regulations rules and policies; and making decisions based on sound judgment.
Planning organizing and prioritizing work assignments to manage a high-volume workload in a fast-paced and changing environment; and completing detailed work with a high degree of accuracy.
Analyzing problems and devising effective solutions.
Completing detailed work with a high degree of accuracy.
Effective verbal and written communication and the proper use of grammar spelling and punctuation.
Using a computer in a Windows environment with word processing spreadsheet database image files and other business software to prepare correspondence spreadsheets reports and other documents.
Using e-billing and matter management software.
Ability to:
Establish and maintain harmonious working relationships with co-workers agency staff and external contacts.
Work effectively in a professional team environment.
Military Occupational Specialty (MOS) Codes:
Veterans Reservists or Guardsmen with experience in the Military Occupational Specialty ( ) along with the minimum qualifications listed above may meet the minimum requirements and are highly encouraged to apply. Please contact Talent Acquisition at with questions or for additional information.
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