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Job Description

Job Summary:

Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training and certification to perform a variety of intermediate level litigation support tasks, including assisting in organizing and analyzing documents and evidence, maintaining case files, and performing discovery tasks. May serve as a technical advisor to others. Guidance is provided to perform varied work that is somewhat difficult in nature, requiring some evaluation, originality and ingenuity to make moderately complex decisions. Resolves or recommends solutions to complex problems. Regular contact with internal customers and external providers of legal services is required to identify, research and resolve problems.

Responsibilities:

• Assist with all facets of litigation and dispute resolution, including cases and arbitrations handled by in-house attorneys without assistance from outside counsel.

• Provide legal support services to attorneys in the form of basic case research and preparation of legal and business communications.

• Draft legal and business communications in support of attorneys, prepare legal documents and other correspondence both with and without attorney supervision.

• Perform legal research with LexisNexis, WestLaw, and fact gathering.

• Maintain a library of pre-approved form documents, templates, and historical documents, and add or revise material as needed.

• Prepare standard letters and reports and help create initial drafts of documents for review.

• Gather, organize, summarize, index, and maintain discovery materials and documents from various sources.

• Perform legal research and assist in preparation of presentation materials.

• Create and maintain internal case databases, run searches on internal and external document databases and systems, cull relevant information from a variety of resources.

• Reviews outside counsel and vendor invoices for discrepancies.

• Assist in reviewing claims and preparing draft pleadings for review by attorneys.

• Assist with all facets of litigation and dispute resolution, including cases and arbitrations handled by in-house attorneys without assistance from outside counsel.

• Provide legal support services to attorneys in the form of basic case research and preparation of legal and business communications.

• Draft legal and business communications in support of attorneys, prepare legal documents and other correspondence both with and without attorney supervision.

• Perform legal research with LexisNexis, WestLaw, and fact gathering.

• Maintain a library of pre-approved form documents, templates, and historical documents, and add or revise material as needed.

• Prepare standard letters and reports and help create initial drafts of documents for review.

• Gather, organize, summarize, index, and maintain discovery materials and documents from various sources.

• Perform legal research and assist in preparation of presentation materials.

• Create and maintain internal case databases, run searches on internal and external document databases and systems, cull relevant information from a variety of resources.

• Reviews outside counsel and vendor invoices for discrepancies.

• Assist in reviewing claims and preparing draft pleadings for review by attorneys.

• Draft correspondence, discovery requests and responses, settlement agreements, motions, , subpoenas and other litigation documents.

• Prepare and maintain trial notebooks and documents and may assist legal counsel at hearings and proceedings.

• Assist in identifying potential witnesses and obtaining witness statements.

• Assist in reviewing outside counsel invoices and tracking actual expenses and comparing to budget.

• Maintain the on-going status of cases in the case management system.

• Assist other paralegals, as required.

• Maintain currency in paralegal practices and methodologies.

• Operate standard office equipment and uses required software applications.

• Perform other duties and responsibilities as assigned.

Knowledge of

• Laws, legal codes, precedents, and government regulations.

• Fundamental business practices and concepts that impact the success and profitability of the firm.

• Intermediate level concepts, practices and procedures of the paralegal profession.

• Basic investment concepts, practices and procedures used in the securities industry.

• Principles of banking and finance and securities industry operations.

• Financial markets and products.

Skill in

• Reviewing claims and preparing draft pleadings.

• Gathering, organizing, summarizing and indexing legal and supporting documentation.

• Preparing discovery requests and responses, settlement agreements, motions, subpoenas and other litigation documents.

• Preparing and maintaining trial notebooks.

• Assisting legal counsel at hearings and proceedings.

• Obtaining witness statements.

• Tracking expenses and comparing to budget.

• Maintaining information in an automated case management system.

• Operating standard office equipment and using required software applications.

Ability to

• Maintain confidential information.

• Establish and maintain effective working relationships.

• Attend mediations and final hearings as deemed necessary by your assigned attorney.

• Maintain professional currency.

• Use analytical and critical thinking skills in reading, interpreting, analyzing and applying information from legal documentation and references.

• Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment with constant interruptions.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Handle stressful situations and provide a high level of customer service in a calm and professional manner.

• Establish and maintain effective working relationships with others at all organizational levels.

Education/Previous Experience

• Associates degree and a minimum of two (2) years of experience in a law firm’s or legal department’s litigation group, preferably handling matters related to financial planning, investment management or other financial services areas.

• OR ~

• An equivalent combination of experience, education, and/or training approved by Human Resources.

Education

Associate's: Law

Work Experience

General Experience - 4 to 6 months

Certifications

Certified Paralegal (CP) - National Association of Legal Assistants (NALA)

Travel

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.