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Paralegal (Charlotte, NC (Hybrid) or Remote)

Brighthouse Financial
$85,000 - $105,000
Posted Jul 08
Full Time
Charlotte, North Carolina

Where You’ll Work

Our flexible, hybrid work model offers the option to work remotely or in the office.

How You’ll Contribute

As a paralegal, you will provide support to the Product and Funds Groups of Brighthouse Financial. The associate will be joining a team of professionals who are responsible for providing legal support to the Brighthouse Funds and Brighthouse Advisers, LLC (“BIA”) by partnering closely with Fund Management in analyzing and resolving issues that may arise in the operation of Brighthouse Funds and BIA.

In This Role, You’ll Get To

Prepare Annual Registration Statement Update

  • Coordinate the review process of the annual registration statement and ongoing maintenance of such filings.
  • Maintain ArcPro library and work with internal and external parties to update disclosure
  • Track and review all comments from outside investment firms and internal review groups.
  • Oversee and implement all comments on the mutual fund disclosures from the SEC and other regulatory bodies.
  • Monitor and file any updates (supplements), as necessary, to ensure the disclosures remain accurate throughout the year.

Fund Board Materials and Governance

  • Draft and revise correspondence and assist with the preparation and distribution of board reports and presentation materials.
  • Gather, assemble, track and distribute materials related to the Brighthouse Funds annual 15(c) contract review and Board of Trustees meetings.
  • Draft corporate resolutions and maintain corporate governance documents.

Foreign Accounts

  • Complete account opening documents for foreign jurisdictions and work with Fund Administrator to file forms.

Additional Filings

  • Coordinate the legal review of the Brighthouse Funds’ annual and semi-annual reports.
  • Update and maintain Form ADV disclosures for BIA and filing such forms as required with the SEC.
  • Draft and file quarterly Section 13 filings for Brighthouse Funds

We’re Looking For People Who Have

  • Strong capacity to manage own performance independently and effectively, exhibiting excellent time management, strong organization and detail orientation.
  • Sense of urgency, with the ability to identify and articulate issues, offer solutions and follow-through to resolution.
  • Demonstrate tact, capacity for discreetly handling sensitive and confidential information and ability to maintain professionalism under pressure.
  • Highly collaborative and team focused, with the ability to work with individuals at all levels of the organization.
  • Customer-centric orientation focused on anticipating and meeting internal partner and external customer needs.
  • Strong software knowledge including all Microsoft Office programs
  • Excellent communication skills (both verbal and written) required. Ability to manage several tasks simultaneously. Ability to communicate with senior leadership.
  • Experience with ArcPro preferred
  • 5 years minimum preferred of '40 Act experience
  • Bachelor’s Degree or Paralegal certificate

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

What You’ll Receive

  • Compensation – Base salary ranging from $85,000 - $105,000 plus competitive performance-based incentives determined by company and individual results.
  • Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
  • Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
  • Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
  • Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
  • Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
  • Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We’re proud to be one of the largest providers of annuities and life insurance in the U.S.* and recognized as one of the Healthiest Employers of Greater Charlotte by the Charlotte Business Journal. We’re also honored to be named to Newsweek’s list of Most Trustworthy Companies in America.

  • Ranked by 2022 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2023.
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