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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
8/21/2024
Job Description
Job Summary:
Under general supervision, uses specialized knowledge and skills obtained through experience and specialized training, and preferably also certification, to perform a variety of intermediate level litigation support tasks, primarily focused on responding to litigation subpoenas, including locating documents, organizing and analyzing documents, maintaining files, and preparing responses to subpoenas. May serve as a technical advisor to others. Guidance is provided to perform work that is somewhat difficult in nature, requiring 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.
This role is part of the national subpoena response team and works with subpoena and/or Litigation attorneys to coordinate sometimes complex responses.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
Laws, legal codes, precedents, government regulations, and court procedures.
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 subpoenas and requests for documents and preparing responses.
Gathering, organizing, summarizing and indexing legal and supporting documentation.
Preparing discovery requests and responses, motions, subpoenas and other related documents.
Prioritizing multiple tasks and duties.
Assisting legal counsel at hearings and proceedings.
Maintaining calendar of deadlines and response dates.
Maintaining information in an automated case management system.
Operating standard office equipment and using required software applications.
Strong attention to detail and high-level of organization.
Ability to
Evaluate legal documents for the appropriate level of response and escalation to Litigation Counsel.
Maintain confidential information.
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.
Educational/Previous Experience Requirements
Education/Previous Experience
Associates degree and a minimum of two (2) years of experience in a law firm or legal department in a financial planning, investment management or other financial services environment.
OR ~
An equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Paralegal certification is preferred.
Travel
Travel Required: Yes, up to 5 % of the Time
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
