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TIAA

Senior Paralegal

Reposted 2 Days Ago
Be an Early Applicant
Hybrid
3 Locations
37-55
Mid level
Hybrid
3 Locations
37-55
Mid level
The Senior Paralegal will support insurance product development, draft contracts, ensure compliance with regulations, and assist in legal governance materials preparation for TIAA's insurance related services.
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Senior Paralegal

TIAA seeks a senior paralegal to join our Law Department supporting insurance product development and management for our institutional retirement and retail businesses. This senior paralegal will join a team responsible for providing legal advice in connection with the design and implementation of fixed and variable annuities, stable value products, funding agreements, and other insurance products and services for defined contribution retirement plans and retail markets.

Key Responsibilities and Duties

  • Lead support for variable annuity registration statement annual updates.
  • Assist with drafting of insurance contracts.
  • Assist with support for a variety of issues related to the two insurance companies and the insurance agency, including operations, distribution, marketing & sales.
  • Assist with review of non-disclosure agreements, master services agreements, and other agreements related to distribution of insurance products.
  • Assist with preparing Board and internal governance materials.
  • Keeping apprised of legal developments affecting client businesses.
  • Knowledge and experience with insurance rules and filing requirements impacting annuity and life insurance products, including annuity contracts that fund retirement plans.
  • Ability to research insurance laws and regulations, circular letters, OGC opinions and relevant case law, and ability to interpret and apply same.
  • Dealing with insurance operational requirements.
  • Interacting with Insurance Department regulators.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 2+ Years Required; 3+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level
6IC

Required Experience:

  • 2+ Years experience working as a Paralegal, Legal Assistant or Law Clerk  

Preferred Experience:  

  • 3+ Years experience working as a Paralegal, Legal Assistant or Law Clerk  

  • Experience at insurance company or law firm supporting insurance company issues

  • Experience with variable annuity registration statement updates

  • Experience with reviewing insurance contracts

  • Experience reviewing various legal issues related to insurance companies

  • Project Management Skills

  • Strong attention to detail, responsiveness, and ability to take the initiative.

  • Ability to prioritize and handle numerous competing demands in a high-volume, fast-paced work environment, frequently under urgent deadlines.

  • Ability to work independently and as a team-ability to work with people directly and indirectly.

LI-CS1

Related Skills

Adaptability, Communication, Consultative Communication, Continuous Improvement Mindset, Detail-Oriented, Ethical Conduct, Legal Administration

Anticipated Posting End Date:

2025-05-03

Base Pay Range: $36.81/hr. - $55.34/hr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: [email protected]

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

Top Skills

Insurance Contracts
Legal Research
Project Management

TIAA Charlotte, North Carolina, USA Office

8500 Andrew Carnegie Blvd, Charlotte, NC, United States, 28262

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