View All Jobs, Sorted by Date

Corporate Paralegal

Vestwell

in Remote / New York NY

WHO ARE WE?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place.  As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b).  We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future. 

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software.  Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.  

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.  

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals. 

WHY VESTWELL?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

WHO ARE WE LOOKING FOR?

We are seeking an energetic and reliable professional to join our Legal and Compliance Team as a Paralegal. The successful candidate will be responsible for working directly with our internal business and information security teams by answering incoming emails and calls relating to various legal or compliance questions, utilizing company policies to solve client issues, and escalating and helping to resolve challenges and issues as necessary. 

This role will be responsible for providing overall support for the Legal and Compliance Team with various duties including supporting the legal, corporate, and regulatory functions. The successful candidate must be agile, with a demonstrated ability to pivot and manage a workload properly and timely, and able to work as part of a close-knit team in a fast-paced environment of a highly regulated financial services company. 

WHAT WILL YOU BE DOING?

• Conducting legal research, preparing reports, and handling information requests. 
• Assist in preparing, editing, reviewing, and organizing legal records, legal documents, legal correspondence, and communications. 
• Developing and maintaining a Legal Department handbook to facilitate new additions to our team in the future. 
• Providing heavy general administrative support for Legal Team including maintaining the Legal Team’s G-drive, updating the Legal Team’s intranet content, serving as the DocuSign point of contact for contract signatures and compilation.
• Managing document-intensive matters and assisting with regulatory audits and examinations.
• Assisting in creating Legal & Compliance presentations for mandatory training sessions. 
• In collaboration with other departments, support the day-to-day operations of regulatory compliance and corporate compliance programs and projects.
• Coordinating cross-business unit projects, while taking ownership of and tracking projects through the entire life cycle.
• Partnering with various departments, including the People and Finance teams for various projects as needed.
• Posting and updating communication logs to document changes to client accounts.
• Assisting with third party vendor projects as necessary.

REQUIREMENTS

• Professional corporate law experience with any combination of law firm and/or in house roles.
• Ability to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environment.
• Ability to deliver results with a sense of urgency.
• Must be a collaborative team player with the ability to leverage resources and tools to accomplish objectives.
• Excellent time management, organizational, and problem-solving skills.
• Legal research Tools experience (LexisNexis, Bloomberg Law, Westlaw)
• Ability to exercise good business judgment, discretion, and maintain confidentiality of sensitive information.
• Strong written and verbal communication skills.
• Professional and positive demeanor. 
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
• Proven ability to problem-solve and synthesize information quickly and be familiar with G-Suite, Microsoft Office, Slack, Zoom, Adobe Acrobat, DocuSign, Atlassian applications, and legal research and software applications.

NICE TO HAVES

• NY Notary Public license

Vestwell values people from all backgrounds. We understand not everyone will meet all the above qualifications on day one. If you’re passionate about legal and compliance and want to grow your skills, we encourage you to apply.

The reasonably estimated salary for this role at Vestwell ranges from $60,000-75,000, plus a competitive equity package, and potential to participate in the company bonus pool. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. Actual compensation is based on factors such as the candidate's skills, qualifications, and experience. 
 

EQUAL OPPORTUNITY AT VESTWELL:

Vestwell is an Equal Opportunity Employer and is proud to offer equal employment opportunity to everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, and more. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

YOUR PRIVACY:

Any information you submit to Vestwell as part of your application will be processed in accordance with Vestwell’s Privacy Policy.

Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here Vestwell’s California Privacy Rights Policy.

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

How to Apply

Apply Now

View All Jobs, Sorted by Date

Manage This Listing (employer only)