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Description: Assists with the review of legal documents including trustee certification forms, trust documents, powers of attorney, POA affidavits, IRA beneficiary designation forms, small estate affidavits, letters of office, letters testamentary, court orders, tax levies, garnishments, and business account documentation. Conducts legal research relating to consumer banking law topics and related documentation, such as account ownership, trusts, estates, powers of attorney, guardianships, and accounts for minors. Assists in researching, developing and maintaining legally approved consumer banking forms, such as deposit agreements, notices, and form templates. Reviews and research legal documents relating to customer complaints.

Specific Tasks across the population of documents:

• Update file names and ensure standardized naming format is applied.
• Contractor will review all documents and confirm or remediate metadata across the following fields: Internal Party, Counterparty, Relationship Type, Contract Type, Key Relationship Indicator, Internal Signer, and Scheme.
• Contractor will examine all documents in the category of Invoices to assess whether there is legal importance and flag items to delete when no legal importance is found.
• Contractor will flag duplicates for deletion.
• Contractor will review all documents lacking execution and flag for deletion as appropriate.
• Contractor will organize folder structure and folder contents.
• Other tasks may be identified

Required Skill Set:

• Paralegal experience
• Technically proficient in file organization & document tools (Microsoft Word, Adobe Acrobat, Microsoft Excel, Standard Web Tool Navigation (CLMs and traditional SaaS websites).
• High attention to detail
• Can work independently
• Can execute efficiently
• Proficient with highly organized data entry

Experience:

• 0 - 10 Years