Job Description

At Retired.com, we’re on a mission to give everyday Americans control over their financial future. As the parent company of BitcoinIRA, Rocket Dollar, Choice, and Digital Trust, we sit at the intersection of fintech innovation and retirement planning — empowering clients to invest in alternative assets like cryptocurrency, real estate, and private equity through self-directed IRAs and other tax-advantaged accounts.

We’re a fast-moving, fully remote team that’s building the financial infrastructure for the next generation of retirement investing. If you want your work to matter and you thrive in an environment where you can make a real impact, you’ll fit right in here.

The opportunity:

The Paralegal role is the primary owner of the Legal department’s day-to-day operational functions, including contract and vendor due diligence management, legal document intake and processing, subpoena response coordination, marketing materials legal review, and legal records management. The Paralegal operates with a high degree of accuracy, manages competing legal deadlines, and serves as the Legal Department’s principal point of contact for operational legal matters across the organization.

What you’ll do:

• 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.

What we’re looking for:

Education & Credentials

Associate’s or Bachelor’s degree required; a Paralegal Certificate from an ABA-approved program is strongly preferred.

Experience

Three or more years of paralegal or legal operations experience in a regulated financial services, fintech, or trust company environment, typically acquired through 3–5 years in a comparable role. We’re looking for demonstrated, hands-on experience across contract lifecycle management (including NDAs and vendor agreements), subpoena intake and response workflows, marketing materials legal review, and familiarity with IRA, retirement account, or trust-related legal documents.

Regulatory & Industry Knowledge

Working knowledge of applicable financial regulatory frameworks — including Nevada FID requirements, BSA/AML regulations, and SEC/FINRA rules — is strongly preferred. Experience with trust company operations, self-directed retirement products, or fintech regulatory environments will set you apart.

Technology & Systems

Proficiency in Microsoft Office Suite (Word, Excel, Outlook), SharePoint, and CRM platforms such as HubSpot. Familiarity with Venminder or comparable vendor management and contract tracking systems is a plus.

Who You Are

• A clear, precise communicator — in writing and verbally — who can translate legal concepts for non-legal audiences.
• Someone who thrives managing multiple concurrent workstreams without losing accuracy or missing deadlines.
• Highly organized and self-directed, with the judgment to know when to escalate and when to act independently.
• Discreet and trustworthy when handling sensitive legal, client, and business information.
• Adaptable in a growing fintech environment where priorities can shift and no two days look the same.

$30 – $42 an hour

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.