Sr. Paralegal (Charlotte, NC (Hybrid) or Remote)

$80,000 - $95,000/Yr

Brighthouse Financial - Charlotte, NC

Full-time - Mid Level

Remote - Charlotte, NC

1,001-5,000 employees

Insurance Carriers and Related Activities

About the position

The Sr. Paralegal at Brighthouse Financial will provide essential paralegal support to the Securities Products and Funds Groups. This role involves working closely with a team of securities product attorneys and is pivotal in preparing and maintaining regulatory filings, including registration statements for various insurance products. The associate will be responsible for ensuring that all regulatory documents are accurate and up-to-date, which is crucial for compliance with industry standards and regulations. In this position, the associate will prepare and coordinate the review of regulatory filings, primarily focusing on registration statements for registered insurance products such as variable annuities and variable life insurance. The role requires updating registration statements, prospectuses, and other regulatory documents using an electronic document management system. Additionally, the associate will develop and maintain files and calendars to coordinate workflow, ensuring adherence to project timelines, due dates, and regulatory deadlines. The Sr. Paralegal will also assist in the creation and updating of contracts and agreements related to securities products, organize and maintain legal files, and perform legal research and other legal and administrative projects. A strong understanding of the assigned products and the regulatory framework involved is essential for success in this role. This position offers a unique opportunity to contribute to the legal aspects of financial products while working in a dynamic and supportive environment.

Responsibilities

• Prepare and coordinate the review of regulatory filings, primarily registration statements for registered insurance products, such as variable annuity, variable life and SEC-registered annuity and life insurance products.
• Update registration statements, prospectuses, and other regulatory documents using an electronic document management system.
• Develop and maintain files and calendars to coordinate workflow and assure adherence to project timelines, due dates and regulatory deadlines.
• Assist in creation and updating of contracts and agreements related to securities products.
• Organize and maintain legal files.
• Perform legal research and other legal and administrative projects.
• Develop a strong understanding of the products assigned and the regulatory framework involved.

Requirements

• Bachelor's Degree or Paralegal Certificate required
• Experience as a securities laws paralegal, 5 years preferred
• Experience with registration statements under the Investment Company Act of 1940 or experience with variable or registered insurance or financial product filings is desirable
• Strong oral and written communications skills
• Proficiency in using computers and software, including Microsoft Office Application (Outlook, Excel, Word and PowerPoint)
• Able to work independently and exercise good judgment in a fast-paced environment
• Excellent organizational, problem-solving and communication skills
• Excellent attention to detail and ability to work in a dynamic team environment
• Ability to prioritize multiple assignments
• Experience with electronic document management systems (e.g. ArcProspectus or comparable system) a plus

Nice-to-haves

• Experience with electronic document management systems (e.g. ArcProspectus or comparable system) a plus

Benefits

• Base salary ranging from $80,000 - $95,000 plus competitive performance-based incentives determined by company and individual results.
• Minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%).
• 15% employee stock purchase plan discount, and financial counseling services.
• Competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Company-paid basic life insurance and short-term disability insurance.