Intermediate Legal Specialist Assistant

Job Family

Legal Support

Job Description Summary

Provides a broad range of legal administrative support primarily to Transamerica’s litigation and employment team. Manages a high volume of tasks and projects while proactively anticipating the needs of internal business partners and key stakeholders.

Job Description

Responsibilities

• Provide administrative and clerical support to the litigation and employment team, including receiving, reviewing, triaging, and processing service of process (SOP) documents, such as summonses, complaints, subpoenas, garnishments, documents and other legal notices.
• Accurately identify, record, and route legal documents to the appropriate teams to support timely review and response.
• Locate documents and information using company databases and litigation management systems and conduct general legal and factual research.
• Maintain complete and accurate files, logs, and records for documents received and produced.
• Serve as a primary point of contact, liaison, and problem solver for the litigation and employment team and its stakeholders.
• Prepare, transcribe, format, and proofread documents and materials using Word, Excel, and PowerPoint.
• Resolve routine questions and issues within established guidelines, escalating complex matters as appropriate.

Qualifications

• High School diploma/GED
• One year of secretarial and/or administrative assistant experience, preferably in the financial/insurance industry.
• Knowledge of legal terminology and document formats
• Excellent communication skills and attention to detail
• Proficiency using MS Office

Preferred Qualifications

• Experience supporting legal, litigation, or regulated-industry functions
• Ability to organize and manage high-volume, time-sensitive work
• Ability to exercise sound judgment and escalate issues appropriately
• Ability to prepare and proofread documents accurately
• Experience using legal or document management systems
• Ability to handle confidential information with discretion
• Ability to work proactively, collaboratively, and with a service-oriented mindset

Working Conditions

• In-Office Environment

The Salary for this position generally ranges between $52,000.00- $60,000.00 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Disclaimer:

Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer  

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

Compensation Benefits 

• Competitive Pay 

• Bonus for Eligible Employees 

Benefits Package 

• Pension Plan 

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

Health and Work/Life Balance Benefits 

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs

Inclusion & Diversity  

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 

Giving Back  

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.     

Transamerica’s Parent Company  

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   

* As of December 31, 2023