POSITION SUMMARY:
The Governance/Corporate Paralegal works with the Assistant Corporate Secretary and the Governance team of Milliman’s Legal Department primarily related to corporate governance of Milliman’s entity portfolio. Tasks will have direct visibility to C-Suite executive team and shareholders. The Governance Team is currently working on onboarding an entity management system and the new team member will play a key role in the firm-wide rollout.
RESPONSIBILITIES:
- Lead annual compliance requirements and related governance processes for entities in either EMEA, South America, or APAC (depending on candidate’s experience) to include:
- Draft and prepare entity governance documents such as but not limited to consents, resolutions, minutes, POAs, intercompany agreements, organizational charts and formation documents; officer and director onboarding and offboarding and processing other regulatory filings
- Assist with annual stockholder and board meetings and prepare notices, materials, and/or agendas for annual and special meetings as needed
- Review entity organizational documents and draft certificates certifying same
- Respond to regulatory inquiries, audits and third-party requests for information
- Detect, resolve, and prevent compliance deficiencies and regulatory risks
- Evolve, maintain, and update compliance databases including Minute book maintenance
- Timeline management and calendaring
- Attend meetings related to entities
- For the parent company: Assist with the preparation of quarterly Board agendas, draft Board agenda documents and
- Lead the Board of Directors Administrative Committee approval process.
- Participate in the implementation of an entity management system in addition to ongoing management of the database including organizing, reviewing, maintaining and auditing relevant records and processes on an annual basis.
- Create electronic files, spreadsheets, checklists, and overall database management for various processes.
- Correspond with vendors, local counsel and other third parties in furtherance of entity compliance.
- Act as liaison for internal stakeholders and coordinate information exchange to ensure timely completion of projects. This position will work closely with the Tax, Treasury and International Finance teams.
- Assist with shareholder lifecycle processes, including working with the Principal Nominations Review Committee to review shareholder nomination memoranda.
- Stay current on and monitor regulatory changes, new regulations and educate management and the Governance and Finance teams on new legal requirements and corporate best practices.
- Serve as a thought leader to improve and simplify processes, drive standardization and organization, and build scalable solutions.
- Lead projects to further improve the performance of the Governance team and overall company.
- Support audit requests and functions, including reporting summaries and tracking.
- Systematic storage, tracking, and destruction of business documents and records according to our Data Privacy policies.
- Limited expense report and billing tasks as related to the entities within purview.
- Other governance related activities, duties, or responsibilities as assigned.
SKILLS & QUALIFICATIONS REQUIRED:
- Bachelor’s degree
- The ideal candidate must have a minimum of 10+ years previous experience with corporate governance or corporate law either in-house environment or law firm experience.
- The ideal candidate must be highly proficient in Microsoft Office / 360 suite specifically Word, SharePoint, Excel, PowerPoint and Adobe Pro.
- The ideal candidate must have previous experience working with board of directors, senior management and cross-functional teams with the ability to effectively communicate and manage governance requirements.
- Excellent writing, proofreading, and editing skills
- Demonstrated ability to multi-task and be detail-oriented with strong organizational skills.
- Demonstrated ability to handle confidential and sensitive information.
- Excellent time management, and ability to prioritize and effectively organize time and tasks based on timeline expectations, especially change flexibility.
- Self-starter comfortable working both independently and in a team environment with all levels of employees, including executive team in a cooperative, professional and friendly
SKILLS & QUALIFICATIONS PREFERRED:
- Paralegal certificate desired
OTHER:
- Minimal travel may be required
COMPENSATION:
The salary range is $80,000 to $125,000, depending on relevant factors, including but not limited to education, work experience, certifications, location, etc. The applicant can work anywhere remotely in the U.S.
ABOUT MILLIMAN:
Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.
Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.
MILLIMAN BENEFITS AT A GLANCE:
We offer competitive benefits which include the following based on plan eligibility:
- Medical, dental and vision coverage for employees and their dependents, including domestic partners
- A 401(k) plan with matching program, and profit sharing contribution
- Employee Assistance Program (EAP)
- A discretionary bonus program
- Paid Time Off (PTO) starts accruing on the first day of work and can be used for any reason; full-time employees will accrue
- 15 days of PTO per year, and employees working less than a full-time schedule will accrue PTO at a prorated amount based on hours worked
- Family building benefits, including adoption and fertility assistance and paid parental leave up to 12 weeks for employees who have worked for Milliman for at least 12 months and have worked at least 1,250 hours in the preceding 12-month period
- A minimum of 8 paid holidays
- Milliman covers 100% of the premiums for life insurance, AD&D, and both short-term and long-term disability coverage
- Flexible spending accounts allow employees to set aside pre-tax dollars to pay for dependent care, transportation, and applicable medical needs
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)