Retired.com

Finance / FinServ

Paralegal

$0–0k Remote FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Paralegal at Retired.com. Skills: contract lifecycle management, vendor due diligence management, subpoena response coordination, marketing materials legal review, legal records management. Manage the full lifecycle of inbound contracts and vendor agreements. Perform initial review and redlining of marketing referral agreements and other partnership contracts”

What You'll Achieve.

ensure content is legally accurate, compliant with applicable regulations, and free from misleading claims; timely submission within legal deadlines; timely triage, routing, and resolution tracking in alignment with Legal Department service standards and deadlines

Industry & Context.

Finance / FinServ
Problems you'll solve

judgment to know when to escalate and when to act independently

What They're Looking For.

Must Have

Three or more years of paralegal or legal operations experience in a regulated financial services, fintech, or trust company environment, demonstrated, hands-on experience across contract lifecycle management (including NDAs and vendor agreements), subpoena intake and response workflows, marketing materials legal review, familiarity with IRA, retirement account, or trust-related legal documents, Proficiency in Microsoft Office Suite (Word, Excel, Outlook), SharePoint, CRM platforms such as HubSpot

Nice to Have

Paralegal Certificate from an ABA-approved program, Working knowledge of applicable financial regulatory frameworks — including Nevada FID requirements, BSA/AML regulations, and SEC/FINRA rules, Experience with trust company operations, self-directed retirement products, or fintech regulatory environments, Familiarity with Venminder or comparable vendor management and contract tracking systems

What You'll Do.

Manage the full lifecycle of inbound contracts and vendor agreements

Perform initial review and redlining of marketing referral agreements and other partnership contracts

Support the vendor due diligence process end-to-end

and response coordination for all subpoenas

and maintain Power of Attorney (POA) documentation and divorce decrees

Manage beneficiary escalation cases requiring legal review

and manage Mutual Non-Disclosure Agreements (MNDAs)

Serve as the primary Legal reviewer for all marketing content prior to publication

and finalize cease and desist (C&D) letters

Conduct intake and review of Registered Investment Advisor (RIA) certification submissions

accurate legal records across all matter types in SharePoint

Support the review and updating of client-facing account disclosures

Manage and prioritize incoming legal requests across shared inboxes and ticketing systems

Support special projects and strategic initiatives

How You'll Work.

Team & Collaboration

serves as the Legal Department’s principal point of contact for operational legal matters across the organization; Serve as a resource for the Compliance team on legal questions; assist with ad hoc research and drafting; coordinate with outside counsel on document requests and matter updates as directed; cross-functional coordination

Communication Scope

clear, precise communicator — in writing and verbally; translate legal concepts for non-legal audiences

Process & Methodology

Manage the full lifecycle of inbound contracts and vendor agreements, Support the vendor due diligence process end-to-end, Manage the intake, review, and response coordination for all subpoenas, Manage beneficiary escalation cases requiring legal review, Manage and prioritize incoming legal requests across shared inboxes and ticketing systems, Support special projects and strategic initiatives

Full Job Description

## Description At Retired.com, we're on a mission to give everyday Americans control over their financial future. As the parent company of BitcoinIRA, Rocket Dollar, Choice, and Digital Trust, we sit at the intersection of fintech innovation and retirement planning — empowering clients to invest in alternative assets like cryptocurrency, real estate, and private equity through self-directed IRAs and other tax-advantaged accounts. We're a fast-moving, fully remote team that's building the financial infrastructure for the next generation of retirement investing. If you want your work to matter and you thrive in an environment where you can make a real impact, you'll fit right in here. ## The opportunity The Paralegal role is the primary owner of the Legal department’s day-to-day operational functions, including contract and vendor due diligence management, legal document intake and processing, subpoena response coordination, marketing materials legal review, and legal records management. The Paralegal operates with a high degree of accuracy, manages competing legal deadlines, and serves as the Legal Department’s principal point of contact for operational legal matters across the organization. ## What you'll do Manage the full lifecycle of inbound contracts and vendor agreements: conduct intake, initial review, and redlining; upload and track in the Venminder platform per established naming and workflow conventions; and maintain a contract log with executed agreements filed in SharePoint. Perform initial review and redlining of marketing referral agreements and other partnership contracts for review and approval. Support the vendor due diligence process end-to-end: issue and track due diligence requests, follow up on outstanding submissions, escalate unresolved items, and draft internal communications to business units regarding submission requirements and timelines. Manage the intake, review, and response coordination for all subpoenas, including document collection,

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