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New York, New York, United States • Hybrid
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The role involves preparing and distributing materials for mutual fund Board meetings and managing the electronic Board books system. Additionally, the paralegal will draft legal memos, resolutions, and corporate governance documents while coordinating project timelines.
Candidates should have at least 5 years of paralegal experience specifically in the mutual fund area and a preferred bachelor's degree. Proficiency in legal technology tools and the ability to manage multiple concurrent workstreams in a fast-paced environment are required.
Location Designation: Hybrid - 3 days per quarter
Business Unit Overview:
Join the Office of the General Counsel where we collaborate with diverse business units, providing effective and creative legal guidance that aligns with New York Life's core values. Your work directly impacts how the company makes decisions, fostering sound business practices, safeguarding its reputation and optimizing efficiency. Become part of a team dedicated to serving as a trusted partner, helping the business navigate the legal landscape and achieve its goals. We are also a team actively reimagining how legal work gets done - embracing new tools and approaches to deliver better, faster results for the company we serve.
Role Overview:
New York Life is seeking an experienced and collaborative paralegal to support the Office of the General Counsel Investments Group, with a focus on matters related to mutual fund Board meetings and corporate governance. This full-time remote position (in office as needed) provides the opportunity to partner closely with colleagues, prepare legal documents, and manage projects to help ensure the timely execution of legal initiatives. The ideal candidate is team-focused, highly organized, detail-oriented and able to manage multiple priorities while building effective relationships across the organization.
What You’ll Do:
As a member of the OGC Retail Investments Board team, your responsibilities will include:
· Assist team in preparation, organization and distribution of materials for mutual fund Board meetings, including administration of the electronic Board books system platform
· Assist team in drafting and revising legal memos, Board and Committee resolutions, corporate governance documents, contracts, and other legal materials
· Draft and maintain timelines, project plans and facilitate coordination of projects in connection with Board meeting initiatives and other corporate governance matters
· Assist with process for electronic execution of legal documents and various recordkeeping responsibilities
· Interact with various business departments and attend meetings on behalf of the Office of the General Counsel
What You'll Bring:
· Bachelor’s degree preferred
· Minimum 5 years of paralegal experience in mutual fund area
· Ability to work collaboratively to achieve team objectives
· High level of attention to detail and ability to manage confidential information
· Ability to manage multiple concurrent workstreams and deadlines in a fast-paced environment
· Exceptional written, verbal, and interpersonal communication skills
· Ability to handle multiple projects simultaneously and complete projects on a timely basis
· Ability to establish and maintain effective partnerships with other business departments
· Strong computer skills, including Microsoft Outlook, Word, Adobe, Excel and DocuSign, with interest in or experience with legal technology, workflow automation, or document management tools (experience with Diligent electronic Board books platform preferred)
Pay Transparency
Salary Range: $59,000-$84,500
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 94411
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia
Offices: 51 Madison Avenue, New York, New York 10010, US
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