TIAA Jobs

Legal Counsel

The Legal Support job assists attorneys and performs tasks that allow attorneys and other legal professionals to focus on delivering legal advice. Working under direct supervision, this job performs legal research, supports the drafting of legal and business communications and performs general file management of legal documents.

Key Responsibilities and Duties

• Supports drafting and where required, translating correspondence, legal contracts, letters of agreement, and other legal documents for attorneys.

• Gathers legal files and materials so that they are easily accessed and retrieved without compromising the confidentiality or privacy of the information they contain.

• Assists in legal research to support the legal team in preparing accurate and timely reports, legal advice, case files, and other legal documents.

• Collects law sources as directed by attorneys such as statutes, recorded judicial decisions, legal articles, treaties, constitutions, and legal codes for preparation of legal documents, such as briefs, pleadings, appeals, wills, and contracts.

• Follows the established procedures and guidelines of the legal profession to provide timely and effective support to a legal team.

• Takes notes during attorney meetings and utilize to prepare drafts of agreements, financial reports or settlements, coordinating with other legal support staff as necessary.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

5IC

Key Skills:

Legal Writing and Editing: Experience writing and editing complex legal documents along with expert level grammar skills. Knowledge in using the tools in Word document and PDF for editing, commenting, tables insertion, header/footer edits, superscript edits, organize pages, track changes, etc. Strong analytical skills including the ability to analyze financial data (like prospectuses and understanding of fees/expenses) in addition to legal documents. Securities Laws Knowledge: Basic understanding of securities regulations and rules. Tax related expertise to work on product tax disclosures. Keeping track of action items and following up with the point of contacts appropriately for pending items.

Responsibilities:

Review/Drafting of record keeping agreement(s), intercompany agreements, commercial/annuity contracts, third party agreements, review of recordkeeping agreements, etc. Research and maintain data relating to either of or all 50 state surveys on various retirement/annuity plan issues. Carrrying out research activities on product distribution issues. Carrying out research on state laws and federal tax laws on various retirement plan issues. Reviewing and proofreading of marketing materials, learning and development materials, participant disclosures (regulatory and non-regulatory filings). Support in new insurance product regulatory filings, respond to objections from regulators, co-ordinate with stakeholders. To provide additional support on SEC reviews for TC Life Filings. Beneficiary Relationship Team (BRT) beneficiary dispute resolution. Ongoing Legal Support for SEC Form/Rule Checks. Review of escalations relating to NCC complaints. Reviews PoAs for P&D team.

Support D&CX initiatives.

Related Skills

Adaptability, Communication, Consultative Communication, Continuous Improvement Mindset, Detail-Oriented, Ethical Conduct, Legal Administration

Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

• For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

• For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)