Paralegal (Retail Annuities & Structured Settlements)

Purpose

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.

Responsibilities

• Support the Legal Department in advising Operations, Sales, Compliance, and other business units on a broad range of legal matters involving retail annuities, pension-risk transfer group annuity contracts, and structured settlement annuities.
• Provide legal support for new business processing, contract administration, claims handling, structured settlement transactions, and other operational matters related to these products.
• Conduct legal research and analyze statutory and regulatory requirements.
• Analyze and summarize findings from legal and business documentation.
• Review settlement documentation related to structured settlement annuities and confirm compliance with Internal Revenue Code.
• Interpret legal decisions and analyze legal documents, including contracts and correspondence.
• Support cross-functional initiatives and provide guidance on legal issues impacting annuity products.
• Aid in the implementation of process improvements and best practices.
• Maintain legal reference materials, including 50-state surveys.
• Produce accurate, high-quality work while managing multiple matters.
• Build and maintain effective working relationships across the organization.

Qualifications and Experience

• 3+ years of relevant experience in legal research, paralegal support, legal operations, or a related legal environment, including experience reviewing and interpreting legal documents, conducting research, and analyzing information to support attorneys or business partners; or relevant experience.
• Work effectively as a member of a legal team, including colleagues in other areas of the Company.
• Effective written and oral communication skills.
• Proficiency with Company technology, including software and databases.
• Strong legal research and analytical skills with the ability to make decisions based upon legal research in a timely manner, including but not limited to: Interpret legal decisions, conduct research, analysis and evaluation of data in response to complex or sensitive requests or other legal documents and correspondence, Search and review legal references, case files, and other sources for information and data required by attorneys.
• Strong work ethic with attention to detail, along with a high degree of professional ethics and integrity.
• Self-motivated with an ability to work independently on projects with minimal supervision.
• Ability to multi-task, effectively prioritize, and manage all matters and assigned tasks in a timely manner.
• Advanced organizational skills and attention to detail.
• Ability to establish, develop and manage effective working relationships at all levels of the organization, act as a liaison with and communicate complex legal matters to various business partners.
• Ability to adapt to change and deal with adversity.
• Bachelor’s degree, associate degree, paralegal certification, or an equivalent combination of education and relevant experience.