Securities Litigation Paralegal

Crowe & Dunlevy is seeking an experienced litigation paralegal for our Securities practice.

ESSENTIAL DUTIES & RESPONSIBILITIES include the following. Other duties may be
assigned by supervising attorneys.

Review and learn FINRA Arbitration rules and procedures. Review key pleadings to identify
allegations and documents needed to defend against the same. Research information online about
Claimants and potential witnesses. Draft discovery requests, responses and motions at attorney

Draft detailed responses to Statements of Claim (Complaints). Organize documents received
from in-house paralegal and identify outstanding documents. Attend final arbitration hearing to
coordinate witnesses, take notes, track exhibits, display exhibits using Trial Director, monitoring
reactions of arbitrators and updating outlines and notebooks as needed.

Communicate with Administrative Managers and Financial Advisors to obtain documents and
coordinate telephonic meetings. Summarize information on potential arbitrators. Track all
deadlines and actions items to ensure all internal and external deadlines are anticipated and met.
Attend and take notes on all telephonic hearings and interviews.

Draft case summaries for early resolution purposes. Prepare documents for production to
opposing counsel. File pleadings and related documents through FINRA’s DR Portal. Ensure all
deadlines and reminders are docketed.

Prepare notebooks, including Core Documents, document production, witness prep and exhibit
notebooks for trial (final arbitration hearing). Must be highly organized and self-disciplined with
the ability to manage multiple projects and deadlines. Must have good attendance, be punctual
and reliable.

Completes daily, thorough and accurate timekeeping and billing entries.

Education and/or Experience: A financial services background or undergrad degree in finance
would be beneficial. This could be securities, banking, insurance, accounting or tax preparation
services. Bachelor’s degree (B.A.) from four-year college or university; or Associate’s degree
and at least two year’s prior experience; or High School Diploma or its equivalent and at least
five year’s prior experience; or equivalent combination of education and experience.

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