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Paralegal II - Legal

AT Edward Jones
Edward Jones

Paralegal II - Legal

Gunnison, CO

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Full-Time

The Legal team at Edward Jones partners with all divisions across the firm to deliver comprehensive support to advise and address legal issues. In this growing, multifaceted team, you will be responsible for helping the firm achieve its strategic business objectives. Leading and influencing through change, your work will have a direct impact on supporting the growing complexity of our firm and industry.

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We are looking for an experienced paralegal to join the group within the Division that provides legal advice and support to Edward Jones' investment advisory entities and their associated business teams.

This opportunity will afford the successful candidate the opportunity to be a part of a culture that inspires the individual and supports them so that they can care for their colleagues and be part of a team focused on delivering solutions.

The individual selected for this role will enjoy the benefit of working for a well-established 100-year-old Fortune 500 firm; and also will have the opportunity to be a key contributor the Firm by using their deep understanding of the investment advisory business to enhance the support provided by the Legal Division.

Responsibilities Summary:
• Exceptional judgment, work ethic and integrity, decision making, and conflict resolution skills and a demonstrated ability to maintain confidentiality.
• Familiarity with the investment advisory business and applicable laws and regulations that govern investment advisers.
• Manage regulatory filing calendars.
• Understanding of the requirements of Form ADV and experience with the annual updating process for all required filings and supplementing of same.
• Ability to assist in work supporting the Firm's proprietary mutual funds and insurance registrations, on an as needed basis
• Ability to successfully partner with associates across the Firm in a collaborative manner to deliver results and move important work through the organization, including, but not limited to, coordinating the gathering and compilation of data utilized in filing the Forms ADV for the Firms investment advisers.
• With attorney supervision, ability to perform legal research and communicate results on an ad hoc basis.
• Excellent communication (oral and written), presentation and interpersonal skills with demonstrated ability to convey complex issues to legal and non-legal professionals.
• Strong written and verbal communications skills, and attention to detail
• Strong organization skills with the ability to multitask, embrace change and manage well under pressure.

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Hiring Minimum: $72700
Hiring Maximum: $119800

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

Read More About Job Overview

Skills/Requirements

  • An Associate degree from an accredited college or university is required
  • Minimum of five years of relevant industry experience in either a law firm or in-house setting.
  • Technological aptitude and ability to learn new technologies.
  • Must be proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)

What could set you apart:

  • A paralegal certificate from an accredited school, college, or university
  • Bachelor's degree from an accredited college or university
  • Financial industry experience

Read More About Skills/Requirements

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

#LI-HO

Client-provided location(s): United States
Job ID: Edward_Jones-20484_846255967
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Mental Health Benefits
    • FSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Assistance Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement