Paralegal (Remote)

Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey. Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes. Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided. Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions. Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application. Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com . We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards. Job Summary & Responsibilities The Paralegal/Legal Support Specialist will report to an Associate General Counsel in the Legal Department, supporting the Company's Health & Benefits (H&B) business. This role is responsible for: (1) the intake and processing of all new legal matters; (2) ownership of the subpoena and garnishment process; (3) ownership of regulatory licensing process, and (4) supporting the attorneys in the Legal Department on a variety of other assignments under the supervision of the attorneys. Duties & Responsibilities:

• New matter intake:
  • Receipt of service of process for all legal matters and customer disputes, including new lawsuits, attorney demand letters, garnishments, and regulatory inquiries;
  • Conduct first level review of all new matters and determine whether to handle it directly or assign to another member of the legal team.
• Process and respond to subpoenas and customer disputes:
  • Determine subpoena's validity and scope;
  • Gather and review responsive information and documents;
  • Determine the appropriate response and draft response letters; and
• Provide litigation support, as needed.
• Provide regulatory licensing support:
  • Manage the company's TPA licensing and renewal process across all applicable jurisdictions;
  • Coordinate with internal stakeholders to collect information, complete questionnaires, and obtain supporting documentation required for licensing filings;
  • Partner with external licensing consultants to prepare, review, and timely submit renewal applications and other regulatory filings;
  • In collaboration with our consultants, monitor renewal deadlines and track filing status to help ensure continuous compliance;
  • Organize and maintain licensing records, correspondence, and supporting documentation; and
• Prepare and file the company's state registrations and annual reports.
• Manage, process, and track all legal-related invoices.
• Recommend and implement best practices for case management, document production, and other legal department processes.
• Other duties as assigned.

Preferred Qualifications Education & Experience: Minimum required:

• Bachelor's degree (paralegal degree or certification preferred). Non-degree paralegal certificate with commensurate experience will be considered.
• 5-7 years of paralegal or legal experience in a functionally equivalent environment. Prefer experience in financial services handling transactional, securities and/or retirement law matters.

Skills & Abilities:

• Professional interpersonal, verbal and written communication skills.
• Strong organizational skills and ability to prioritize tasks and meet deadlines.
• Demonstrated ability to work on multiple projects at any given time.
• Willingness to learn new areas of law.
• Proficient in Microsoft Office© (Word, Excel, PowerPoint and Outlook) and ability to learn multiple new software programs.

PREFERRED SKILLS :

• Experience with contract management systems.

Compensation & Benefits $40.00-$48.00/hr