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Paralegal

CorientMiami, Florida, United States | BrickellOnsite

Join a team that values your ambition and empowers your growth


At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Summary


We are looking for an exceptional paralegal to join our legal team. To be successful in our group, you must be a meticulous, highly motivated self-starter with strong time management and communication skills.  You will manage a wide variety of concurrent tasks with varying deadlines regarding corporate transactions, contract support and legal department operations.  This is an important role in a high functioning legal group operating in a fast-paced environment. This is a full-time, in-person position based in Miami, Florida.

Responsibilities


  • Support our robust M&A activity, from due diligence, through signing and closing, to managing and tracking post-closing items
  • Work closely with our attorneys to draft, review, and manage a wide range of legal documents
  • Triage inbound legal requests to provide appropriate guidance and further direction
  • Track and manage legal accruals in coordination with outside counsel and internal finance teams
  • Oversee the administration of the legal team’s eBilling platform, including invoice review, matter setup, and vendor support
  • Conduct legal research and summarize legal documents for multiple attorneys or other members of the legal department
  • Support legal operations initiatives, including playbook updates, template maintenance, and process improvements
  • Own department mail management – read, sort and distribute incoming mail; ensure outgoing mail is sent timely
  • Assist with various legal projects and additional ad hoc duties as needed

Requirements


  • Associate or bachelor's degree
  • Professional paralegal certification
  • 3-5 years of experience, preferably split between a law firm and in-house
  • Strong work ethic
  • Ability to multitask and prioritize tasks effectively in a fast-paced environment
  • Excellent organizational and time management skills
  • Exceptional attention to detail and accuracy
  • Strong written and verbal communication skills
  • Ability to handle sensitive and confidential information with the utmost discretion
  • Proficient using legal research tools and software
  • Strong interpersonal skills and ability to work collaboratively in a team
  • Experience at a financial services firm is a big plus

Physical Requirements


  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements


  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us


Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

  • 401(k) Plan with Employer Matching 
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance 
  • Employer paid Short-term & Long-term Disability  
  • Paid Maternity & Parental Leave 
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA 
  • Commuter & Transit FSA 
  • Corporate Discount Program - Perkspot 
  • Training Reimbursement  
  • Paid Professional Designations  
  • Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.

We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Life at Corient

Headquartered in Newport Beach, California, Corient Capital Partners is a privately owned, independent wealth management firm that focuses exclusively on a select number of ultra-affluent individuals, their families and their companies. We offer customized investment strategies and dedicated attention to clients who seek to create an enduring legacy through the alignment of their financial strategies and their values. We are committed to providing sophisticated, customized investment solutions, the advice you need to confidently make important financial decisions, and the personal attention that your lifestyle deserves. Being an independent firm creates substantial benefits for Corient's clients. Since we are employee-owned, we are not inhibited by the bureaucracy of working for a large financial services corporation. We are not sellers of services and products, but, in fact, we are buyers of best-in-class solutions, investments and resources, all on behalf of our clients. We have access to a full array of investment offerings from all financial services providers with complete objectivity and transparency. Corient's senior partners have the experience and knowledge to help you sustain your lifestyle through the innovative but prudent management of your assets and liabilities, with the ultimate goal of building and preserving your legacy. We utilize a customized, goals-based wealth management style developed over decades that provides personal attention and insightful guidance designed to align your financial strategies with your personal values.
Thrive Here & What We Value* Flexible & Hybrid Work Program* Four Medical Plan options generously subsidized by Corient* Giving back to the community - Volunteer days* CI Financial's commitment to a safe, healthy, and respectful environment* Equal opportunity employer with no discrimination based on various factors* Values ambition and empowers growth* Meritocratic environment conducive to learning* Commitment to work-life balance* Provides reasonable compensation range estimate* CI's focus on attracting, retaining, and developing exceptional people
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