Legal Assistant II

Position Summary

Directly assists and collaborates with Paralegals, Legal Manager and attorneys to provide legal and administrative support for GreenState Credit Union.

 

GREENSTATE CULTURE:

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.  

 

Pay range for this hourly position is $29.17 - $34.11/hr with a progressive benefits package. 

Essential Duties and Responsibilities

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.

Demonstrates a positive member service (internal and external) focus at all times.

Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.

Ensures confidentiality of member information.

Supports a diverse and inclusive work environment.

Work closely with the Paralegals, Legal Processors and Director Legal Services & Governance in a team environment.

Organizes, analyzes, cross-checks, and validates information.

Prepares and organizes legal documents including briefs, pleadings, agreements, contracts and legal memoranda.

Review member provided documents regarding trust, estates and corporations for account opening and ownership request.

Builds, organizes, and maintains legal databases, case files and documents.

Manages designated legal functions and coordinates delivery of legal services to other departments.

The Legal Assistant shall review front line request for legal documents, contracts, estate, real estate and trust agreements.

Assists with and prepares the In-House or External Attorney for hearings and trials by gathering documents, notes and assisting as needed.

Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis.

Performs any other duties as may be required to meet Credit Union objectives.

Job Requirements/Expectations

High School Diploma or G.E.D.

Minimum 3 years of experience in related administrative or legal setting.

Basic knowledge of legal principles, practices, terminology and writing.

Extremely detail oriented and ability to learn local, state and federal rules of civil procedure.

Practical experience with real property, conveyances and transfers.

Practical experience with EDMS, ECF and electronic filing.

Strong analytical and critical thinking skills along with attention to detail and accuracy.

The ability to serve as the legal liaison and subject matter expert on specific legal issue.

Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.

Proficiency with related computer applications, spreadsheets, word processing, and database applications.

Must be bondable.

Reporting Relationship

This position reports to the Director Legal Services & Governance.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID