Senior Paralegal

Department: Legal
Status: Full-time


The Senior Paralegal is responsible for preparation of benefit plan documents along with fielding technical questions generated by either internal personnel or client/customers. The primary focus of the role is to ensure that overall products and services provided by the company are legally sound and up-to-date.


Key Responsibilities

  • Assist in the preparation of service agreements, plan documents and summary plan descriptions by entering plan specifications into applicable software or templates for the following plan types:401(k), 403(b), Section 125, Section 105(h) plans, COBRA
  • Provides signature-ready plan documents to our clients
  • Assures execution of plan documents, provides approved service level agreement drafts and follows up with our clients
  • Assists in preparation and delivery of Business Associate Agreements and drafts
  • Assists in fielding compliance questions from staff, brokers and clients. and conducts research to assist in problem solving
  • Manages contract management database