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Transamerica

Financial services and longevity planning

Intermediate Legal Operations Specialist

Legal Counsel & Legal SupportPosted on Nov 12
Full-timeCedar Rapids, IA, USA

About the Job

Requirements

  • A bachelor's degree in a business field or equivalent education or experience is required.
  • Three years of experience in a law firm, in-house legal department, or comparable setting is required.
  • Understanding of legal terminology is required.
  • Strong technical aptitude and attention to detail are required.
  • Communication skills for daily contact with department staff and internal and external customers are required.
  • Ability to work under deadline pressure is required.
  • Knowledge of core legal systems, including matter management, e-billing, document management, and knowledge management, is required.
  • Proficiency with Microsoft Office tools, SharePoint, Excel, PowerPoint, and Word is required.

Responsibilities

  • Provide dedicated support to the Legal and Compliance department through legal and compliance operational tasks related to processes, business activities, technology, and people, with a focus on improving processes and systems to increase efficiency and service quality.
  • Address the 12 core competencies of Legal Operations: strategic planning, financial management, vendor management, cross-functional alignment, technology and process support, service delivery and alternative support models, organizational design and support management, communications, data analytics, litigation support and intellectual property management, knowledge management, and information governance and records management.
  • Determine how to accomplish work assignments with minimal instruction.
  • Identify and assist with implementing department tools to streamline new or existing practices.
  • Enforce processes and policies for managing outside counsel usage and spending.
  • Assist the management team with budget matters and workflow optimization within the department.
  • Collaborate with sales, support, service, business development, regulatory, information technology, finance, and business units.
  • Follow existing procedures, identify and streamline areas for improvement, and use systems to conduct basic research and records management.
  • Use existing reporting and create new or enhanced reporting.
  • Provide guidance for projects and initiatives.
  • Partner with others to manage the design, rollout, and training for new systems.
  • Administer technology systems used by functional areas.
  • Partner in developing and monitoring controls.

Desired Qualifications

  • Project management experience is preferred.
  • Process improvement experience is preferred.

About the Company

Transamerica

Financial services and longevity planning

Transamerica helps financial professionals, brokers, agents, advisors, and employers design and deliver financial plans that adapt to longer lifespans. It provides life and retirement solutions distributed through its network (Transamerica Capital, Inc.) to empower clients and employees to pursue their goals at every stage of life. Its products work by using advisor-led planning and tailored financial solutions to cover life events, retirement, and ongoing financial needs across multiple stages. The company differentiates itself by focusing on longevity planning and multi-stage life planning through a broad advisor and employer distribution network, and by offering a suite of products designed to help people take control of their financial future. Its goal is to help people live their best life by providing guidance and products that support financial security as life stages extend.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Baltimore, MD
Founded
1904

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