Ensure all legal documents are processed according to state and federal laws, create and maintain appropriate legal documents and coordinate legal activities with involved parties. Serve as a key contact for involved parties in communicating status updates and other issues regarding legal documents and also proposing and initiating process improvements. Support Client Account Maintenance, with the processing of client data requests. Provide support on firm and team level improvement efforts. Provide leadership with periodic recommendations for improvements on both teams.
Responsibilities
Complete processing of legal documents received including but not limited to: subpoenas, garnishment papers, tax levies, summons, support orders and information requests. All documents must be reviewed in their entirely and all requested actions must be accomplished in accordance with state and federal laws/regulations and in compliance with company procedures. Record keeping must be maintained with utmost accuracy.
Develop and maintain appropriate legal response document templates, ensure satisfaction with judicial requests while complying with internal corporate and legal policies.
Handle and maintain all company-received legal bankruptcy documents, respond to the courts within required time frames and ensure utmost accuracy in completed documentation.
Coordinate legal activities related to court-generated requests with appropriate levels of corporate office employees, field personnel, courts and agencies to ensure compliance of legal requirements while ensuring confidential nature of information.
Ensure all questions and escalated service issues related to judicial requests are addressed in a professional, confidential, and timely manner.
Propose and initiate process improvements to streamline record keeping and ensure efficient compliance with state and federal regulations.
Support Client Account Maintenance with case work, process improvements, documentation updates.
Required Qualifications
Education: High school or GED .
Experience: 1-3 years of relevant experience.
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
Strong problem solving skills; organizational and time management skills including ability to meet tight deadlines with high degree of accuracy.
Excellent verbal, written and interpersonal communication skills.
demonstrated ability to maintain confidentiality/control of information.
Possess a detail orientation.
Must be effective at working independently and part of a team.
Prior experience in reviewing and interpreting legal documents.
Preferred Qualifications
Education: Associate degree or equivalent (2-years)
Experience articulating legal requirements.
Previous experience working as a legal assistant or paralegal, closely with courts and attorneys.
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
