Paralegal Senior | Hybrid

At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. In addition, we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.

The candidate will work closely with attorneys supporting registered variable and exchange-traded funds, fixed indexed annuities, and life insurance products. The role requires providing legal assistance related to the drafting, updating and filing of registration statements under the Investment Company Act of 1940 and the Securities Act of 1933. The role will require drafting memoranda, resolutions and other materials for fund board meetings and assisting in creating fund board books. The candidate will also be providing support with respect to all phases of product development for annuities and life insurance. The candidate must possess strong communication, legal research, and analytical skills and thorough attention to detail needed to support attorneys with legal tasks. The position requires collaboration with coworkers and internal and external business partners and attorneys to coordinate and perform legal tasks proficiently with limited guidance. Assists in other areas of Legal as needed.

What you do:

Provide legal support to attorneys:

- Proven ability to multi-task, follow-up, effectively prioritize, and manage all matters and assigned tasks. Specific duties include, with minimal supervision, coordinating the collection of relevant information from various stakeholders, updating and drafting registration statements and other regulatory filings, and preparing memoranda, resolutions, and other items for inclusion in the fund board books.

- The ability to review contracts, advertising, sales literature, customer communications and field communications related to annuity and life insurance products.

- Create and maintain files and calendars to manage workflow and track project timelines, due dates and regulatory deadlines

- Produce accurate, high quality work product with the ability to closely manage multiple matters and process a high volume of work in a timely and accurate manner with a high attention to detail.

- Maintain proficiency with company technology, including software, databases, and ArcPro software.

- Demonstrate a knowledge of legal research and the ability to interpret legal requirements, such as interpreting and understanding Securities Exchange Commission regulations and form requirements, examining and processing a variety of legal and business documents, interpreting state insurance regulations and conducting legal research.

- Establish, develop and manage effective working relationships at all levels of the organization and act as a liaison with internal and external business partners and attorneys.

- Demonstrate effective written and oral communication skills.

- Ability to demonstrate organizational skills, including the ability to work independently on projects with minimal supervision.

- Assist with implementation of identified process improvements and best practices.

What you bring:

Minimum Requirements:

- 5+ years’ experience as a paralegal, or functional equivalent, in a law firm or corporate legal department.

- Direct experience with securities registration statements under the Investment Company Act of 1940 or the

Securities Act of 1933.

Preferred:

- Direct experience with registered variable and exchange-traded funds.

- Direct experience supporting the development of annuities and life insurance at a law firm and/or in-house.

- Knowledge of state insurance laws and regulations applicable to annuities and life insurance.

- Experience in interacting with state regulators and IIPRC on product filings.

- Direct experience with ArcPro software.

- ABA-approved Paralegal Certificate or ABA-approved Paralegal Associate of Applied Science Degree (A.A.S. 2 year Paralegal degree), or equivalent training.

#LI-BLS

55758 | Legal & Compliance | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent

What we offer:

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, health savings account, tuition reimbursement, student loan retirement plan, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.

Join us.  We care for tomorrow.