Provide paralegal support for litigation, regulatory, and/or third-party matters handled by the Discovery Center.
Able to handle matters independently with minimal oversight.
Comfortable flexing across work areas based on need and risk.
Analyze and respond appropriately to requests for documents and information from in house counsel, outside counsel, or third parties.
Analyze legal documents and provide guidance to branches and Home Office associates.
Contact and respond professionally to questions from branches, other Divisions, attorneys, government agencies, and other actors.
Able to gather information and draft responses to discovery requests and regulatory inquiries.
Acquire and maintain knowledge regarding the operation of client accounts and the Firm as a whole.
Acquire and maintain knowledge of FINRA, SEC, and state regulatory requirements pertaining to arbitrations, regulatory examinations, and registration processes.
Acquire and maintain knowledge of state and federal discovery requirements and best practices in the areas of discovery and eDiscovery.
Support the management of Discovery Center by participating in intake functions, triaging incoming and pending matters, assisting with special projects, and completing high-level administrative tasks as needed.
Learn and understand various proprietary systems utilized by the Firm's Information Systems Division as well as relevant business areas.
Develop and maintain strong relationships with associates in the Discovery Center, the Legal Division, and elsewhere throughout the Firm.
Maintain professional relationships with outside counsel, vendors, courts, and other third parties.
Conduct legal research with guidance from Edward Jones attorneys.
Position Type
Home Office
Position Schedule
Full-Time
Company Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
Flexible Work Option(s) (Select all that apply)
Onsite
Awards and Accolades
2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
From The Human Rights Campaign. All Rights Reserved
2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.
Search Headquarters Positions by Area of Interest
LEGAL
Position Requirements
High school education required, college degree preferred.
Minimum of 3 years of paralegal experience in private practice or in-house environment required.
Ability to accurately assess risk and prioritize work.
Ability and motivation to learn new areas quickly.
Ability to organize and summarize information.
Highly organized, detail-oriented, resourceful, and adaptable to changing priorities.
Ability to be efficient and accurate in a high-volume, fast-paced environment.
Strong verbal and written communication skills and strong interpersonal skills.
Motivation to take initiative and be a self-starter.
Capacity to both work independently and collaborate in team environment.
Strong technical skills/ability to learn new systems quickly.
Proficient in Microsoft applications and Adobe Acrobat.
Exposure to third party legal support applications such as Legal Files and Westlaw preferred.
Commitment to a high level of ethics, professionalism, and confidentiality.
Colorado Salary Information
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
