• 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, departmental liaison, coordination with outside counsel as needed, and timely submission within legal deadlines. • Review, process, and maintain Power of Attorney (POA) documentation and divorce decrees in accordance with established procedures, and escalating complex matters. • Manage beneficiary escalation cases requiring legal review, including documentation, analysis, and coordination with the operations team. • Draft, review, and manage Mutual Non-Disclosure Agreements (MNDAs), including execution tracking and secure storage per established filing and naming conventions. • Serve as the primary Legal reviewer for all marketing content prior to publication — including email campaigns, blog posts, social media, videos, disclosures, and disclaimers — ensuring content is legally accurate, compliant with applicable regulations, and free from misleading claims. Coordinate with Compliance for regulatory compliance-specific sign-off where required. • Draft, review, and finalize cease and desist (C&D) letters with manager sign-off prior to issuance; monitor and triage incoming legal correspondence. • Conduct intake and review of Registered Investment Advisor (RIA) certification submissions per established procedures; maintain records of certifications reviewed and approvals granted. • Serve as a resource for the Compliance team on legal questions, assist with ad hoc research and drafting, and coordinate with outside counsel on document requests and matter updates as directed. • Maintain organized, accurate legal records across all matter types in SharePoint, supporting the organization’s document retention protocols and ensuring all legal instruments are filed per established procedures. • Support the review and updating of client-facing account disclosures — including IRA plan agreements, fee schedules, and product-level disclosures. • Manage and prioritize incoming legal requests across shared inboxes and ticketing systems, ensuring timely triage, routing, and resolution tracking in alignment with Legal Department service standards and deadlines. • Support special projects and strategic initiatives at the direction of senior legal management, including research, documentation, cross-functional coordination, and deliverable preparation, adapting to evolving priorities with a high degree of professionalism and discretion.

• Performing paralegal tasks in different states and federal jurisdictions. • Conducting legal research and analysis to support litigation proceedings or adjust to unfamiliar courts and jurisdictions. • Drafting, preparing, and e-filing legal documents, including pleadings, motions, discovery requests, and subpoenas. • Organizing and maintaining case files and documents, ensuring all materials are up-to-date and easily accessible. • Assisting with case management tasks such as scheduling, calendaring deadlines, and coordinating with external parties. • Providing administrative support to attorneys, including proofreading documents, organizing meetings, and managing correspondence. • Professionally and effectively communicating with management, clients, and other team members promptly. • Preparing Table of Contents/Table of Authorities for court briefs (TOC/TOA). • Preparing various types of attorney work products, including deposition summaries. • Adhering to privilege, confidentiality, and ethical standards in all aspects of work.

Role Description We're looking for a strategic, detail-driven paralegal to own affirmative USCIS cases end-to-end — from client intake through filing — while leading a dedicated production team. You'll serve as primary case manager and team lead, partnering directly with Production Attorneys on strategy and ensuring every filing meets the highest standards of accuracy and compliance. Key Responsibilities - Case Management & Strategy: - Serve as the primary case manager for humanitarian, family-based, and naturalization matters. - Partner with Production Attorneys on case strategy and issue resolution. - Handle complex, sensitive client conversations covering immigration history, risks, and next steps. - Review & Quality Control: - Audit cases for SOP compliance before filing. - Ensure all documentation is complete, accurate, and USCIS-compliant. - Maintain firm-level quality standards across every filing. - Team Leadership: - Lead, guide, and support a three-person production team. - Assign and monitor tasks per documented workflows, provide ongoing feedback, and proactively rebalance workloads to hit deadlines. - Deadlines & Filing Goals: - Maintain 100% adherence to USCIS filing and response deadlines. - Meet weekly and monthly filing targets and identify bottlenecks before they impact case timelines. Qualifications - 1+ years of paralegal experience in immigration law, with hands-on USCIS filing experience. - Familiarity with humanitarian, family-based, or naturalization cases. - Strong attention to detail and commitment to accuracy in high-volume environments. - Comfortable leading others and managing competing deadlines. - Experience with immigration case management software. Equal Opportunity Employer Statement Rivas & Associates is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Prepare compliance reports and certifications for client accounts, manage proxy voting processes, and collaborate with internal teams on client matters while ensuring accuracy and timely completion of legal documentation and requests.