Paralegal

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Description

Company Background

Security National Financial Corporation (Nasdaq: SNFCA) is a diversified financial services holding company headquartered in Salt Lake City, Utah. Founded in 1965, the Company operates through a multi-segment structure that delivers insurance, lending, and related financial and real estate services to individuals and families across the United States. Security National has built an integrated platform of regulated businesses designed to serve customers across different life stages, while maintaining diversified sources of revenue and earnings.

The Company's life insurance segment markets and services a range of products, including traditional life, accident and health, real estate, and interest-sensitive policies, distributed through a network of licensed agents across numerous states. Complementing its insurance operations, Security National Financial Corporation conducts nationwide mortgage lending through its SecurityNational Mortgage Company subsidiary. This segment originates, underwrites, and acquires residential and commercial mortgage loans, supporting home purchases, refinancing, and new construction financing across a broad geographic footprint. Together, the insurance and mortgage platforms form the Company's core financial services engine within highly regulated environments.

In addition to insurance and mortgage, Security National owns and operates cemetery and mortuary businesses that provide funeral, burial, cremation, and memorial services. These operations include both pre-need and at-need service offerings, creating long-term customer relationships that often intersect with the Company's insurance products. The integration of death care services alongside financial products reflects the Company's diversified model and long-standing presence in industries that require operational discipline, regulatory oversight, and community trust.

The Opportunity

Security National is seeking a dynamic, intellectually curious, adaptive, forward-thinking Paralegal to serve on the legal team, reporting to Security National's Chief Legal Officer and Corporate Secretary (the "CLO"). As the Company continues its multi-year trajectory of expansion across insurance, mortgage, real estate partnerships, and related verticals, this role will have an opportunity to partner with the CLO to build upon a strong legal foundation and further evolve the legal operations into an even more integrated and forward-looking enterprise partner. The Paralegal will be expected to improve and manage the legal operations, proactively address life insurance compliance matters, assist with litigation and commercial transactions across Security National, and be a pinch hitter for any other legal matters that arise.

As a publicly traded, multi-segment financial services company operating in highly regulated industries, Security National requires a doer/leader who can successfully operate at the intersection of legal operations, compliance, corporate, financial, and commercial transactions, litigation, governance, regulation, and business innovation.

Key Responsibilities and Experience

The Paralegal must be someone who has significant experience in legal operations and compliance, with hunger and ambition to grow, and a positive can-do attitude to learn and contribute beyond the four corners of the job description. For a doer/leader who wants to build, shape, and materially impact a diversified financial services platform, while serving as a trusted partner to business stakeholders, this role represents a compelling opportunity to drive enterprise value in a stable yet growth-oriented public company environment. Specific responsibilities include:

Legal Operations and Spend Management

• Build on the legal operations function, including matter intake, tracking, and workflow processes
• Own the legal budget and accruals
• Manage outside counsel engagements, billing guidelines, and invoice review
• Track legal spend and report key metrics and trends to the CLO
• Select, implement, and maintain legal technology and AI tools that drive efficiency
• Establish document management, templates, policies, and playbooks for the department

Contracts and Transactions

• Draft, review, and redline routine agreements (e.g., NDAs, vendor, and service agreements) under attorney supervision
• Maintain the contract repository and track key dates, renewals, and obligations
• Support real estate, mortgage, and commercial transactions, including due diligence and closing documents

Regulatory and Licensing Support

• Assist with life insurance compliance, filings, and responses to regulator inquiries and exams
• Monitor regulatory changes and maintain the compliance calendar

Litigation and Dispute Support

• Coordinate with outside counsel on discovery, document collection, and legal holds
• Process subpoenas, garnishments, and other legal processes

General Legal Department Support

• Conduct legal research and prepare summaries for the CLO
• Respond to legal requests from business units and pinch hit on other matters as needed

Requirements

Education and/or Work Experience Requirements:

Required:

• Paralegal certificate from an ABA-approved program, or an associate's/bachelor's degree and relevant paralegal experience
• 5-10+ years of paralegal experience, preferably in a corporate legal department or law firm
• Strong working knowledge of legal operations, matter management, AI, Microsoft Word, Excel, and Outlook
• Demonstrated experience building or scaling a legal operations function
• Experience with legal research tools (Westlaw or Lexis)
• Excellent written communication, proofreading, and organizational skills
• Proven ability to handle highly confidential information with discretion
• Track record of effectively managing outside counsel and legal spend

Preferred:

• Background in insurance, mortgage lending, or funeral/cemetery industries
• National certification such as NALA Certified Paralegal (CP) or NFPA Registered Paralegal (RP)

Soft Skills:

• Extremely high EQ, low ego, dynamic, adaptive, creative, energetic, enthusiastic, positive, high-energy, proactive, go-getter who can handle a large volume of work, while developing operational efficiencies to do more with less, and demonstrate Legal's value as a business partner
• Operates with calm demeanor, candor, humility, and clarity, even under pressure
• Collaborates across functions, listens deeply, brings people along, and leads from principle
• Holds the bar high for themselves and the team and leads by example
• Mission-Centric: Believes in what we are building and why it matters. Ties legal decisions to the mission. Protects the company not just because it is their job, but because they know the world needs what we do.
• Proactive builder who enjoys collaborating and developing others, leading, and innovating
• Demonstrates high ethical standards and sound judgment
• Detail-oriented with strong follow-through
• Hands-on, proactive, pragmatic approach rather than overly theoretical
• Alignment with SNFC's disciplined long-term business model
• Ability to prioritize workload across multiple business segments

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to occasionally lift and carry up to 15 lbs.
• Must be able to talk, listen and speak clearly on telephone
• Must be able to sit for prolonged periods at a desk, while working on a computer