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Legal Assistant BI/UM (Mid-Level)

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are currently seeking a talented mid-level Legal Assistant for our Birmingham, AL staff counsel law office.

As a dedicated Legal Assistant (Mid-Level) you will provide assistance with legal work which is reviewed and approved by the supervising attorney. This includes but is not limited to research, contract administration, document preparation, and trial preparation. The legal work performed differs by practice area and area of specialty such as insurance, banking, investments, financial services, litigation, general corporate, ecommerce/marketing, government relations or labor/employee relations.

Legal Assistants have a flexible work environment where your time will be split between working from home and traveling to a staff counsel office location. Relocation assistance is not available for this position.

What you'll do:

  • Applies proficient knowledge to provide support for the investigative process of a trial by gathering documents and information for legal assignments.

  • Conducts research and analyzes documents to prepare reports of findings and formulate alternatives.

  • Evaluates risk of alternatives and calculates costs of potential liability and assesses benefits/drawbacks.

  • Provides findings to the assigned attorney.

  • May prepare drafts of legal documents such as discovery responses, affidavits, motions, corporate minutes, contracts and other legal documents.

  • Applies proficient knowledge to properly file documents with regulatory authorities, courts, other tribunals, and monitors status.

  • Prepares presentations and briefing material on topics relevant to USAA business.

  • Assembles documents and prepares charts, graphs, and other visual aids to be used as exhibits.

  • Guides and serves as a resource to team members in the delivery of their work products.

  • Oversees management and maintenance of attorneys' files per the attorney's specifications.

  • May assist with administrative tasks to include, but not limited to, calendar responsibilities to ensure all deadlines are met; check writing, check requesting, copying, and handling mail as necessary to ensure continuous business operations.

  • Acts as a liaison between attorney and outside counsel in the exchange of information.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

  • 2 years of experience in legal support or related experience to include multi-tasking in a fast paced and complex business environment required.

  • Proficient knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required.

  • Interpersonal skills necessary to communicate effectively in person, by e-mail and telephone; effectively follow instructions from a diverse group of clients, attorneys and staff; provide reports with professional courtesy and tact.

  • Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality.

  • Knowledge of Microsoft Office tools.

What sets you apart:

  • Significant experience assisting attorneys with discovery, legal research, drafting motions, and trial preparation at an insurance defense law firm or insurance carrier in the state of Alabama.  

  • Notary Public

  • Bachelor’s Degree

  • US military experience with skills related to one of the following MOS’s: Navy (Legalman (LN)), Marines (4421, 4422, 4430) Army (27D/270A/42L), USAF (51JX / 5J0X1).

Compensation range: The salary range for this position is: $57,970 - $103,870.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Average salary estimate

$80920 / YEARLY (est.)
min
max
$57970K
$103870K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Legal Assistant BI/UM (Mid-Level), USAA

At USAA, we are on a mission to empower our members to achieve financial security, and we're searching for a talented Legal Assistant (Mid-Level) to join our Birmingham, AL team. This role isn't just about paperwork; it's about making a real impact! As a Legal Assistant at USAA, you'll support our attorneys by providing crucial assistance with legal work, which may include conducting research, preparing legal documents, and engaging in trial prep. Your keen eye for detail and strong communication skills will shine as you interact with attorneys and clients alike, ensuring that processes run smoothly. Picture yourself balancing work from home with visits to our law office, enjoying flexibility in your daily routine. You’ll be diving into a variety of practice areas, including insurance and financial services, and assisting in the investigative process that could shape the outcome of significant legal cases. With each task, from drafting discovery responses to preparing visual aids for presentations, you contribute to a collaborative atmosphere driven by our core values: honesty, integrity, loyalty, and service. Plus, you'll enjoy a range of benefits that support your well-being and career growth. If you're eager to take your legal career to the next level at a company that truly cares about its members and employees, the Legal Assistant (Mid-Level) position at USAA could be a perfect fit for you!

Frequently Asked Questions (FAQs) for Legal Assistant BI/UM (Mid-Level) Role at USAA
What are the primary responsibilities of a Legal Assistant (Mid-Level) at USAA?

A Legal Assistant (Mid-Level) at USAA holds a variety of responsibilities that include providing legal support for trial preparations, conducting thorough research, preparing documents, and assisting attorneys with managing their files. This role allows Legal Assistants to apply their knowledge effectively in areas such as insurance, banking, and financial services. Engaging with clients and team members is a key part of the job, ensuring all tasks are completed accurately and efficiently.

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What qualifications are required for the Legal Assistant (Mid-Level) position at USAA?

To qualify for the Legal Assistant (Mid-Level) role at USAA, candidates must possess a Bachelor’s degree or have equivalent work experience in a legal support role. A minimum of 2 years of experience in a fast-paced legal environment is required, along with proficiency in Microsoft Office tools and strong interpersonal skills for effective communication. Knowledge of legal procedures and attention to detail are essential for success in this position.

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How does USAA support the work-life balance of Legal Assistants?

USAA recognizes the importance of work-life balance for Legal Assistants, and this position offers a flexible work environment where employees can work from home while also spending time in the Birmingham office. This blend allows for greater personal time management and an improved working atmosphere, ensuring that you can fulfill both professional and personal responsibilities effectively.

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Can you explain the career development opportunities for a Legal Assistant at USAA?

At USAA, career development is a priority. Legal Assistants can expect access to professional growth resources, including career path planning and continuing education programs. This environment fosters advancement opportunities and the ability to build a rewarding long-term career within the organization while receiving support to meet your professional goals.

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What kind of company culture can a Legal Assistant expect at USAA?

The company culture at USAA is rooted in core values such as integrity, service, and loyalty. As a Legal Assistant (Mid-Level), you'll find a supportive and collaborative work environment where your contributions are valued. The focus on teamwork and communication allows employees to thrive while making meaningful impacts in their roles, creating a unique and positive experience at every level.

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Common Interview Questions for Legal Assistant BI/UM (Mid-Level)
What experience do you have in legal support roles?

When answering this question, highlight relevant roles where you handled legal documents, conducted research, or supported attorneys. Be specific about the types of legal work you engaged in, such as preparing motions or assisting with trials, and discuss how those experiences have prepared you for the Legal Assistant position at USAA.

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How do you prioritize tasks in a fast-paced legal environment?

To effectively answer this question, discuss strategies you use to prioritize tasks such as creating to-do lists, utilizing project management tools, and communicating with team members. Mention any specific experiences where prioritizing successfully impacted project outcomes or ensured deadlines were met.

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Can you give an example of how you handled a challenging situation with a client or attorney?

In answering this question, choose a situation that showcases your problem-solving skills. Describe the issue, your actions, and the positive outcome. Emphasize your ability to remain professional and effective under pressure, demonstrating the interpersonal skills necessary for a Legal Assistant at USAA.

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What do you understand about USAA’s mission and how does this resonate with your values?

Show your understanding of USAA's commitment to serving the military community and their families. Talk about why these values are important to you, perhaps recalling experiences that align with them. This displays not only your knowledge of the company but also your cultural fit for the Legal Assistant position.

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How do you ensure confidentiality when handling sensitive information?

To effectively answer this, share specific protocols you follow to maintain confidentiality, such as secure filing systems, limited access to documents, and adherence to regulations. Provide examples of past experiences where confidentiality was crucial, reinforcing your commitment to protecting sensitive information as a Legal Assistant.

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Describe your experience with legal research.

Discuss the methods and tools you utilize for legal research, citing specific cases or topics. Share instances where your research significantly contributed to an attorney's case or preparation. This will help illustrate your proficiency in conducting thorough and effective legal research at USAA.

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What types of legal documents have you prepared in previous positions?

Be prepared to discuss a variety of legal documents, such as contracts, motions, or discovery responses, detailing what you learned and how you ensured accuracy and adherence to legal standards. This showcases your familiarity with document preparation as a key responsibility of the Legal Assistant role.

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How do you handle tight deadlines?

When addressing tight deadlines, explain your organization and time management strategies. Discuss methods you use to assess priorities and allocate time efficiently, along with any tools that help manage your work. This response will demonstrate your ability to thrive under pressure, a valuable trait for a Legal Assistant at USAA.

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What steps do you take to stay updated on legal industry trends?

Show your commitment to professional development by discussing how you keep abreast of legal news, attend webinars or seminars, and engage in ongoing education. This indicates your proactive nature and desire for continuous growth as a Legal Assistant at USAA and within the legal field.

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Why do you want to work as a Legal Assistant at USAA?

In your response, express genuine interest in USAA’s mission, values, and supportive culture. Connect your career goals with the opportunities provided by USAA, such as professional development and the chance to contribute to the community. Displaying enthusiasm and alignment with the company's mission will reflect well in your interview.

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WHAT WE STAND FOR No matter how many years we’re in business or how many members we serve, our core mission and the values that inspired it never change. Our mission is to stand with our members and be there for them and their families by facili...

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DATE POSTED
April 7, 2025

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