Corporate Paralegal, Vestwell
$60-75k
The modern savings platform
Job no longer available
The modern savings platform
201-500 employees
Job no longer available
$60-75k
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- Minimum of 2 years paralegal experience with an in-house legal department or law firm
- Ability to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environment
- Experience working with draft and review of non-disclosure agreements (NDA’s), and other related legal documents
- Must be a collaborative team player with the ability to leverage resources and tools to accomplish objectives
- Familiarity with SOC audits
- Excellent time management, organizational, problem-solving, and research skills
- Work experience related to Vendor Management and Oversight
- Ability to exercise good business judgment, discretion, and maintain confidentiality of sensitive information
- Strong written and verbal communication skills
- Professional and positive demeanor
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations
- Proven ability to problem-solve and synthesize information quickly and be familiar with G-Suite, Microsoft Office, Slack, Zoom, Adobe Acrobat, DocuSign, Atlassian applications, and legal research and software applications
Desirable
- NY Notary Public license
- Bachelor’s degree required
- Working knowledge of and experience applying regulatory requirements regarding research data and privacy, including ERISA, BSA, AML and KYC as applied to research
- Experience with participating in audit activities including risk assessments, audit planning, internal control evaluation and continuous follow-ups
What the job involves
- Conducting legal research, preparing reports, and handling information requests
- Assist in preparing, editing, reviewing, and organizing legal records, legal documents, legal correspondence, and communications
- Developing and maintaining a Legal Department handbook to facilitate new additions to our team in the future
- Providing heavy general administrative support for Legal Team including maintaining the Legal Team’s G-drive, updating the Legal Team’s intranet content, serving as the DocuSign point of contact for contract signatures and compilation
- Managing document-intensive matters and assisting with regulatory audits and examinations
- Assisting in creating Legal & Compliance presentations for mandatory training sessions
- In collaboration with other departments, support the day-to-day operations of regulatory compliance and corporate compliance programs and projects
- Coordinating cross-business unit projects, while taking ownership of and tracking projects through the entire life cycle
- Partnering with various departments, including the People and Finance teams for various projects as needed
- Posting and updating communication logs to document changes to client accounts
- Assisting with third party vendor projects as necessary
Our take
Access to retirement and workplace savings remains a challenge for many American workers, especially in gig and non-traditional roles. Founded in 2016, Vestwell is a fintech company making savings simpler, more accessible, and inclusive. From retirement accounts to students loan repayment and specialized savings programs, Vestwell is helping build a modern savings economy for everyone.
Vestwell's platform gives employers, payroll providers, and financial advisors easy tools to manage savings plans, while empowering employees to save directly from their paychecks. And programs like the Amazon Delivery Service Partner pooled employer plan and state-run auto-IRA initiative show just how Vestwell is helping underserved workers gain access to retirement savings, creating real financial security for millions nationwide.
Serving nearly 1.5M participants across 350,000 businesses with over $35B in assets, Vestwell has raised $125M in recent funding and expanded state partnerships. By tailoring solutions for gig and mobile workforces, the company has put itself in a prime position to continue transforming how Americans save, making financial security more accessible than ever.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Feb 2026
$385m
SERIES E
Dec 2023
$125m
SERIES D
Total funding: $622.5m
Company benefits
- Competitive health coverage
- A dedicated Employee Wellbeing Committee
- Generous vacation, safe/sick time, and leave policies
- Strong focus on learning & development
- Hybrid work environment
- A great 401(k) plan!
Company HQ
Midtown East, New York, NY
Leadership
Aaron Schumm
(Founder & CEO)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
David Sheen
(CFO)David joined Vestwell in 2017 as an SVP of Finance & HR and became CFO in 2020. Prior to this, he spent 2 years at Primary Venture Partners as a Senior Associate and Principal and 3 years at Morgan Stanley as an Investment Banking Associate.
Jonathan Mark
(COO)Jonathan joined Vestwell in 2021 as an SVP of Business Operations & Strategy and became COO in 2023. Prior to this, he was the Interim Head of Member Operations at Garner Health and a Go-to-market Consultant at Elemental Cognition. He also spent nearly 7 years at Bridgewater Associates in various roles including Chief of Staff to Department Head of Engineering and AI (Principles Division) and Head of Business Operations (Principles Division).
Patty Kim
(CPO)Prior to joining Vestwell in 2020, Patty was a Senior Director of Global Talent Acquisition/VP of People Ops & Talent at Conductor. She also spent 3 years at Dentsu Aegis Network as a Director of Talent Acquisition and 3 years at 24 Seven as an Account Manager.
Rob Molchon
(CTO)Prior to joining Vestwell in 2021, Rob held VP roles at Integral Ad Science, Sizmek, MediaMind, and Unicast.
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