This position is primarily responsible for: (i) supporting the onboarding process of prospective financial professionals ("FPs") which includes a review and analysis of agreements with any prior employer, with particular focus on restrictive covenant provisions, and drafting letters to the prospective FP regarding the same; (ii) supporting the process for alerting terminated FPs of their post-termination contractual obligations, which includes a thorough factual investigation of circumstances, review and analysis of underlying contract provisions and drafting cease and desist letters and other communications to terminated FPs; and (iii) liaising with legal counsel on Visa inquiries.
Responsibilities also include reviewing and coordinating responses to third-party process received in connection with state and federal court matters pending nationwide, as well as from regulatory and governmental agencies, including subpoenas, IRS summons, restraining notices, bankruptcies, inquiries, verifications, authorizations, garnishments, and writs of executions. This involves identifying and collecting documents from various business areas, preparing written responses to the requests and interacting with attorneys or legal staff making the requests.
• College degree or the equivalent of at least 2 years of paralegal experience in a law firm or corporate law department;
• Paralegal Certificate preferred;
• ability to successfully work alone and as part of a team;
• demonstrated success in a professional environment.
Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.
In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees."
NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.