Paralegal Analyst

We are seeking an experienced and highly organized Paralegal Analyst

About the role

We are seeking an experienced and highly organized Paralegal Analyst to join our in-house legal department with a focus on corporate governance, corporate secretarial, and regulatory matters. This role plays a great part in supporting governance and regulatory processes throughout the company.

Responsibilities

• Assist the corporate secretarial team for Principal subsidiaries by managing corporate records and minute books.
• Monitor director and officer appointments, document entity formations and dissolutions, prepare routine filings, and address inquiries related to Principal subsidiaries.
• Participate in subsidiary board of director and committee meetings, and prepare, coordinate, and distribute meeting materials, including agendas, resolutions, minutes, and consent actions.
• Act as a liaison between legal, internal business partners, and external service providers regarding board and committee meetings, governance activities, and filings.
• Prepare and revise corporate resolutions, written consents, secretary’s certificates, incumbency certificates, related governance documents, and intercompany agreements.
• Complete, file, and submit regulatory forms and filings required for Principal subsidiaries.
• Manage complex projects with a high degree of independence and initiative. This may include conducting complex legal research, drafting legal and/or regulatory memoranda, and assisting with process improvements, including improving templates, workflows, and governance policies and procedures.
• Provide paralegal support to lawyers across the corporate legal team on matters relating to corporate transactions, securities-related matters, privacy and data security, tax, and human resources.

Requirements

• Bachelor's degree or equivalent experience plus a minimum of 6 years of related legal and/or corporate/regulatory experience.
• Significant and demonstrated expertise in corporate secretarial matters, with a strong understanding of corporate governance principles, board processes, and entity management.
• Experience in supporting various corporate legal activities (e.g., business transactions, securities, tax, privacy, data security, and/or human resources) are preferred.
• Strong attention to detail along with the capability to manage several projects and deadlines at the same time.
• Excellent written and verbal communication skills, with the ability to interact professionally with senior leaders, directors, other internal partners, and third-parties.
• Demonstrated experience in legal research.
• Proficient with Microsoft Office, Copilot, Excel, and document management systems as well as legal tools, resources, and databases such as Westlaw CoCounsel.
• Familiarity with state insurance regulatory filings is preferred.

Qualifications

• Bachelor's degree or equivalent experience plus a minimum of 6 years of related legal and/or corporate/regulatory experience.
• Significant and demonstrated expertise in corporate secretarial matters, with a strong understanding of corporate governance principles, board processes, and entity management.
• Experience in supporting various corporate legal activities (e.g., business transactions, securities, tax, privacy, data security, and/or human resources) are preferred.
• Strong attention to detail along with the capability to manage several projects and deadlines at the same time.
• Excellent written and verbal communication skills, with the ability to interact professionally with senior leaders, directors, other internal partners, and third-parties.
• Demonstrated experience in legal research.
• Proficient with Microsoft Office, Copilot, Excel, and document management systems as well as legal tools, resources, and databases such as Westlaw CoCounsel.
• Familiarity with state insurance regulatory filings is preferred.

Skills

• Corporate Secretarial
• Corporate Governance
• Entity Management
• Legal Research
• Microsoft Office
• Document Management Systems
• Legal Tools and Databases
• State Insurance Regulatory Filings

Benefits

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Pay

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

Schedule

Salary details vary by location. For more information, please refer to the Salary Range Information section above.