Sr. Paralegal, Corporate and Securities

Date: Apr 13, 2019

Location: Radnor, PA, US

Company: Lincoln Financial






Alternate Locations: Radnor, PA (Pennsylvania)



Relocation assistance is not available for this opportunity.


Requisition #58216


About the Company


Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.


Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.


Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


The Role

The Paralegal, Corporate and Securities will be responsible for providing substantive support for Corporate Securities. This position will be integral in preparing and filing SEC reports.



  • Assist with preparing and filing of SEC reports and documents with NYSE
  • Prepare, process, and manage Section 16 filings (Forms 3, 4, and 5)
  • Assist with insider trading policy compliance and notifications
  • Assist with corporate finance matters, including debt offerings, borrowing under credit facilities and intercompany restructuring
  • File corporate annual reports
  • Research state specific filing requirements
  • Coordinate legalizations, apostilles and other certifications for foreign jurisdictions
  • Coordinate approvals and signatures of documents
  • Track and maintain progress of annual shareholder meeting preparation and provide content as member of proxy team
  • Assist legal counsel in preparing quarterly reports to executive management and the board of directors
  • Prepare documentation with regards to formation, maintenance and elimination of legal entities
  • Maintain corporate and committee minute books and other corporate records
  • Maintain internet-based legal entity management database
  • Assist internal team's efforts for the timely, accurate and secure posting of materials on board portal
  • Draft board and committee minutes, agendas, calendars, memos, written consents and preparation of other board material
  • Assist other Legal Department team members in the accomplishment of company and department goals, including commitment to continuous process improvement, efficient and effective tracking of outside counsel spend, and drafting written processes
  • Additional duties as assigned


  • Bachelors' degree or Associate Degree with Paralegal certificate or related field; or an equivalent combination of education and experience sufficient to successfully perform the key accountabilities of the job required


  • 5+ years of experience working as a paralegal at a corporate in-house legal department or a law firm
  • Experience with SEC filings including form 3, 4 and 5s for Section 16 Insider reporting requirements.
  • Knowledge of online entity management systems and e-billing systems
  • High degree of proficiency MS Office Suite, Outlook & Internet applications
  • Strong analytical, prioritizing, interpersonal, problem-solving, presentation, budgeting, project management (from conception to completion), & planning skills
  • Strong verbal and written communication skills (including analysis, interpretation, & reasoning)
  • Solid understanding and application of mathematical concepts
  • Ability to develop and maintain collaborative relationships with peers and colleagues across the organization, as well as, internal and external clients
  • Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment.
  • Ability to work with and influence peers and senior management
  • Self-motivated with critical attention to detail, deadlines and reporting
  • Ability to read, write, and comprehend simple instructions, short correspondence, and memos
  • Ability to work overtime as necessary




This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.


Nearest Major Market: Philadelphia

Job Segment: Paralegal, Compliance, Database, Corporate Finance, Business Process, Legal, Technology, Finance, Management