M&A Paralegal

Overview

This fully remote M&A Paralegal role supports the Legal Department and M&A team with legal, transactional, and compliance assistance. The position is for candidates located in Florida, Georgia, or South Carolina and requires monthly travel to Longwood, FL.

Responsibilities

• Transaction Support: Maintain deal checklists, coordinate execution packages, manage closing activities, and track post-closing deliverables.
• Contract & Document Management: Draft, review, route, track, and maintain legal agreements and contract repositories, including templates, version controls, and audit-ready documentation.
• Corporate Governance: Prepare and maintain entity registrations, annual reports, corporate resolutions, governance records, and related filings for existing and acquired entities.
• Licensing & Regulatory Support: Assist with agency licensing, renewals, appointments, entity changes, regulatory filings, and other compliance-related activities.
• Legal Research & Regulatory Monitoring: Research insurance regulations and licensing requirements while monitoring regulatory changes and communicating key updates.
• Claims & Litigation Coordination: Support E&O claims, litigation holds, subpoenas, carrier inquiries, discovery requests, and regulatory notices, including tracking deadlines and responses.
• Compliance & Audit Support: Assist with internal audits, compliance reviews, risk management initiatives, and supporting documentation requirements.
• Reporting & Communication: Prepare reports, summaries, correspondence, briefings, and presentation materials for Legal, M&A, and executive leadership.
• Cross-Functional Collaboration: Partner with Legal, Compliance, Finance, HR, Risk Management, Operations, outside counsel, and acquisition stakeholders to support transactions and business objectives.
• Project Coordination: Support legal and M&A projects through meeting coordination, agenda preparation, document distribution, and action-item tracking.
• Process Improvement: Identify and implement improvements to legal, compliance, contract management, and transaction support processes.
• Technical & Professional Development: Maintain current knowledge of legal procedures, insurance regulations, corporate governance practices, and M&A best practices.

Requirements

• 2–5 years of paralegal experience

Preferred Qualifications

• Associate’s or Bachelor’s degree, equivalent experience, or Paralegal certification
• Experience supporting M&A transactions, due diligence, corporate governance, compliance, or post-close integration activities (preferred)
• Strong understanding of legal terminology, contract administration, regulatory compliance, and insurance licensing processes
• Excellent analytical, problem-solving, organizational, and project management skills, including the ability to manage multiple priorities
• Strong written, verbal, and interpersonal communication skills with the ability to collaborate across departments and with external partners
• Proficiency in Microsoft Office applications and contract or document management systems
• Demonstrated discretion, integrity, and professionalism when handling confidential and privileged information

Compensation & Benefits

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Community service commitment

Location & Work Mode

• Fully remote for candidates located in Florida, Georgia, or South Carolina
• Monthly travel required to Longwood, FL

Note on Remote/Onsite Expectations

If the position is posted as fully remote and/or hybrid in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity on occasions when on-site presence is necessary to meet specific business needs. Remote work also requires a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.

Application Process

• 30-minute phone screen, online assessments, and interview(s)

Salary Range

Expected pay range: $135,000 to $150,000 per year, depending on experience, relevant skills, and geographic location.

Equal Opportunity

Equal opportunity employer committed to creating an inclusive environment for all employees.