Legal Research Assistant - in-house - long term project

Do you have experience working with legal documents? Would you like to work with a highly regarded financial institution in the DC area? If so, R & W Group has a great new long-term hybrid project! (You MUST be in the DC area.) One of our clients is looking for someone to assist the legal department with research and documentation. In this role, you would become a trusted partner to senior leaders and legal teams at a major financial institution. This is a high-visibility role where your legal and investigative expertise directly shapes enterprise-level decisions. This is a rare multiyear opportunity to support complex legal matters with significant organizational impact.

Description

Research, document, and support legal cases that impact the business unit. Oversee security and legal responses involving complex cases and escalated situations to ensure effective and optimum resolution.

Qualifications and Education Requirements

• Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
• Basic understanding of state and federal court systems and the legal process
• Basic skill in researching and summarizing state and federal statutes
• Working knowledge of operational and regulatory risk controls, concepts, and practices
• Working knowledge of financial rules, regulations, and federal laws
• Working knowledge of legal documents such as trusts, powers of attorney, complaints, and miscellaneous court orders
• Advanced organizational, planning, and time management skills
• Advanced research, analytical, and problem-solving skills
• Advanced skill exercising initiative and using good judgment to make sound decisions
• Experience in managing multiple priorities independently and/or in a team environment to achieve goals
• Working knowledge of document control and document security measures
• Advanced verbal and written communication skills
• Experience in working with all levels of staff, management, stakeholders, and vendors
• Advanced skill establishing and expanding relationships with key members and customers
• Advanced skill building effective relationships through rapport, trust, diplomacy, and tact
• Effective word processing and spreadsheet software skills
• Working knowledge of related department systems, principles, policies, and financial practices

Desired Qualifications and Education Requirements

• Thorough understanding of the financial services environment
• Familiarity with our client's functions, policies, procedures, products, and services
• Knowledge of Bank Secrecy Act (BSA) requirements
• Remains cognizant of and adheres to policies and procedures and regulations pertaining to the Bank Secrecy Act.