Paralegal at Aspida Financial Services LLC

Durham, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Sep, 26

Salary

0.0

Posted On

11 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Corporate Governance, M&A Due Diligence, Insurance Regulatory Compliance, Legal Research, Contract Review, Subsidiary Management, Board Administration, AI Tool Deployment, Document Management, Corporate Transactions

Industry

Financial Services

Description

Description Company Description: Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit www.aspida.com or follow them on LinkedIn. Who We Are: Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida. Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. What We Are Looking For: Aspida is seeking an experienced Paralegal to join its Legal & Compliance team. This role will support the General Counsel and in-house legal team across a range of corporate legal matters, with a primary focus on corporate governance, corporate transactions, and insurance regulatory compliance. The ideal candidate brings hands-on law firm experience in a corporate or transactional practice and is eager to apply that expertise in a fast-moving, technology-driven insurance environment. Just as important as technical legal skills is mindset. We are looking for someone who is genuinely curious, self-motivated, and excited about the ways artificial intelligence is reshaping how legal work gets done. This person will proactively identify opportunities to deploy AI tools to streamline processes, reduce manual effort, and free up capacity for higher-value work — and will bring that same energy to every aspect of the role. This role reports to the Chief Legal Officer and is required to be onsite at our Durham office 3 days a week. What You Will Do: Corporate Governance • Maintain and organize corporate records, including entity formation documents, board and committee minutes, resolutions, and organizational charts for Aspida's domestic and international subsidiaries • Coordinate and prepare materials for board of directors and committee meetings, including drafting agendas, minutes, and written consents • Manage annual compliance filings, registered agent relationships, and state qualification requirements across multiple jurisdictions • Support the maintenance of corporate subsidiary structure, including tracking ownership, capitalization, and regulatory licensing Mergers & Acquisitions; Financing Transactions • Assist with due diligence in transactions, including organizing and reviewing data room materials, preparing due diligence checklists, and summarizing findings • Draft and review ancillary transaction documents such as closing checklists, certificates, consents, and assignment agreements • Coordinate closing logistics including document execution, regulatory approvals, and post-closing integration tasks • Maintain transaction files and closing binders in an organized, audit-ready manner Insurance Regulatory & General Legal Support • Support insurance regulatory filings and correspondence with state departments of insurance in collaboration with compliance and outside counsel • Conduct legal research and prepare summaries on corporate, insurance, and transactional matters • Manage outside counsel relationships, including coordinating matters, reviewing invoices, and tracking engagement letters • Assist with contract review, routing, and tracking through the company's contract management system What We Provide: Salaried, DOE Relocation available Full-Time Full Benefits Package Available What We Believe: Not sure if you meet every qualification? We still encourage you to apply! We value inclusivity, welcoming candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate! At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items. Requirements What We Require: • 3–7 years of paralegal experience at a law firm, with a focus on corporate, M&A, or transactional matters • Demonstrated experience supporting corporate governance functions, including subsidiary management and board administration • Prior experience in the Raleigh-Durham or Charlotte, NC legal market preferred • Genuine curiosity and a proactive mindset — someone who identifies problems and pursues solutions without waiting to be asked • Demonstrated interest in or hands-on experience deploying AI tools (e.g., contract review platforms, legal research AI, document automation) to improve efficiency and quality of legal work • Strong organizational skills with the ability to manage multiple matters and deadlines simultaneously • Proficiency with legal technology tools such as iManage, Diligence, or similar document management and virtual data room platforms • Excellent written and verbal communication skills • Bachelor's degree required; Paralegal Certificate from an ABA-approved program strongly preferred Preferred Qualifications • Experience working with or within an insurance company, financial services firm, or similarly regulated industry • Familiarity with insurance regulatory filings (e.g., NAIC filings, state licensing) • NALA Certified Paralegal (CP) or NFPA PACE certification • Experience with Datasite, Intralinks, or similar M&A data room platforms

Responsibilities

Support the General Counsel in corporate governance, corporate transactions, and insurance regulatory compliance. Responsibilities include maintaining corporate records, managing M&A due diligence, and coordinating regulatory filings.