Full-Time

Senior Paralegal

Posted on 4/27/2025

Pacific Life

Pacific Life

1,001-5,000 employees

Compensation Overview

$100.5k - $122.9k/yr

+ Incentive Pay

Senior

Newport Beach, CA, USA

Category
Legal
Legal & Compliance
Requirements
  • 5+ years relevant experience at a law firm or financial services organization.
  • 4-year degree and paralegal certification from an accredited institution.
  • Experience facilitating transaction closings and reviewing and negotiating non-disclosure agreements.
  • Strong organizational and communication skills and meticulous attention to detail.
  • Ability to work on multiple projects simultaneously and prioritize work streams effectively to meet competing deadlines in a fast-paced environment.
Responsibilities
  • Collaborate with in-house attorneys, credit analysts, investment operations and outside counsel on all aspects of the investment transaction execution process.
  • Review and analyze investment-related agreements, with a focus on fund investments, including subscription agreements and non-disclosure agreements.
  • Prepare schedules to investment-related agreements, closing certificates and responses to due diligence and Know Your Customer requests.
  • Assist in the development and implementation of best practices for transaction execution and document management.
Desired Qualifications
  • Paralegal certificate preferred
  • Experience working on fund investment transactions, M & A, corporate finance, etc
  • Technical knowledge, including Office 365 applications, Outlook, SharePoint, and Teams for email, calendar, and task management with experience in using these tools for efficient communication, document management, and collaboration -- as well as the ability to streamline existing processes and improve efficiency using these tools.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

$189.4M

Headquarters

Newport Beach, California

Founded

1868

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for sustainable investments aligns with Pacific Life's ethical reputation.
  • Digital insurance platforms can enhance Pacific Life's customer experience and efficiency.
  • Expansion of gig economy offers opportunities for Pacific Life's flexible insurance products.

What critics are saying

  • Competitors' IUL products threaten Pacific Life's market share in life insurance.
  • Jim Morris' board role at Lincoln National may impact Pacific Life's strategic positioning.
  • New financial products may increase regulatory scrutiny for Pacific Life.

What makes Pacific Life unique

  • Pacific Life is recognized for its strong ethical standards globally.
  • The company is a leader in community engagement and corporate citizenship.
  • Pacific Life has a robust partnership with T. Rowe Price for innovative financial solutions.

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Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

Company News

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