Legal Administrative Assistant

What You Can Expect In This Role

Provide administrative and project support to the legal department staff and business partners, including assistance with calendaring, travel, expense reporting, billing, coordination of meetings and events, research, mail, data entry, and electronic document and matter management.

• Administrative and project support. Provide administrative and project support to the legal department and/or assigned team on a variety of legal matters. Examples may include, but are not limited to: –Managing individual and department calendars and schedules, making travel arrangements, auditing and submitting expense reports, coordinating meetings and events, distributing mail to the legal department staff at the designated office location, and similar administrative support tasks –Reviewing and auditing invoices, and identifying, investigating, resolving and documenting discrepancies, entering into accounts payable systems, and routing for approval and payment –Tracking and reporting on projects and deliverables, timelines, risks, metrics, and status –Monitoring, auditing, maintaining, and communicating policies and procedures.
• Liaison/point of contact. Function as a primary liaison and point of contact for the legal department and/or assigned area regarding a variety of matters. Examples may include, but are not limited to:
  Document and file storage, retrieval, control, classification, and retention requirements for privileged and non-privileged records, in all classifications and mediums, including but not limited to litigation, contracts, outside counsel engagements, corporate governance, risk, regulatory, and transactional –Information intake from business partners, relaying to the appropriate contact, and facilitating communication
• Legal support. Provide assistance and support to assigned attorneys and legal department staff on a variety of legal matters. Examples may include, but are not limited to: –Reviewing and adding notes to basic contracts and providing similar contract-related support –Participating in training and communicating with business regarding business unit and customer questions and issues –Performing basic research on a variety of matters as assigned, such as privacy and cyber‑security issues, life and annuity claims, intellectual property matters, information regulatory requirements and governance, corporate insurance, insurance regulations and requirements, and/or similar matters
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Other duties as assigned.

• High School Diploma or equivalent
• 3-5 years' office experience preferred
• Up to 3 years' experience in a support role in a professional environment
• Experience in supporting internal customers preferred
• Experience and basic understanding of financial services products, including annuities and life insurance, preferred
• Excellent organizational and time management skills
• Proficiency with business software platforms, and the ability to create and maintain documents, reports, spreadsheets, charts, and presentations;
  Microsoft Office Suite preferred (Word, Excel, PowerPoint, Outlook)
• Ability to conduct basic research and document findings
• Strong written, verbal, and interpersonal communication skills, and the ability to build strong working relationships
• Good judgment and decision‑making skills
• Acute attention to detail, accuracy, and confidentiality
• Ability to thrive in a fast‑paced environment with fluctuating priorities and deadlines
• Basic understanding of legal and financial services terminology preferred
• May be required to travel to a company office or location other than your normal workplace for trainings, meetings, conferences or to support business needs

• Criminal background check required.

• Sammons Financial Group offers a competitive benefit…