Paralegal and Compliance Administrator

JOB PURPOSE

The Temporary Paralegal and Compliance Administrator supports the Assistant General Counsel’s (“AGC”) oversight of legal compliance of corporate structure and governance, HIPAA, contracts, and tax matters. They act as the frontline interface with various staff on issues involving contracts, and work under AGC oversight to provide solutions and guidance.

RESPONSIBILITIES

Legal Support (60%)

1.Research federal, state or local laws and other legal guidance, primarily in nonprofit/tax exempt law, health law/HIPAA, general corporate law.

2.Draft, review, and revise contracts, legal memoranda, and other legal guidance; work with internal stakeholders on vendor procurement; and ensure consistency across the Foundation and adherence to the Foundation’s core values.

3.Maintain a file of Foundation’s contracts and calendar term reminders and renewal dates and alert staff of the same.

4.Draft memoranda, presentations, or communications to Foundation staff regarding laws and policies.

5. Perform other duties as assigned by management.

Corporate Structure and Governance Compliance (20%)

1. Institutionalize the legal records of the organization, by acting as corporate custodian of records. Specific duties include, but are not limited to, custodian of all corporate documents, and the planning, management, implementation, execution, and completion of specific projects for the AGC, ensuring consistency with organizational strategy, commitments, and goals.

2. Create and maintain searchable databases containing minutes of all Foundation-related entities from 1924 forward, corporate formation documents and other legal records.

3. Administer the Foundation’s annual Conflict of Interest policy and process.

4. For each entity and affiliate, assure the appropriate scheduling of all board and committee meetings in the correct order and timeframe, review agendas reflecting the key governance functions and draft minutes that reflect the required governance actions in accordance with state and federal guidelines.

5. Perform other duties as assigned by management.

Tax Compliance (10%)

1. Provide support to the Community Affairs team for all donations to the Foundation and/or its related entities.

2. Manage donation compliance through coordination with the VP of Finance and outside tax accountants.

3. Assist Finance team with annual tax audit.

4. Assist AGC with overseeing all charitable governance, policy, and compliance disclosures, as well as Affordable Care Act disclosures, in the Form 990 tax returns, as well as any other required tax forms or disclosures.

5. Perform other duties as assigned by management.

HIPAA Compliance (10%)

1. Provide support to the AGC, Privacy Officer, Security Officer, and other HIPAA committee members for HIPAA compliance review responsibilities.

2. Perform other duties as assigned by management or the Foundation’s HIPAA committee.

SKILLS AND COMPETENCIES

1. Demonstrated ability to effectively manage multiple challenging areas of responsibility simultaneously with minimal oversight.

2. Superior analytical and data management skills, with demonstrated attention to detail, accuracy, and high-quality work. Strong proofreading skills.

3. Superior organizational, project management, time management and multi-tasking skills.

4. Exceptional customer service ethic and skills, including effective interactions, responsiveness, resourcefulness, and follow-through. Intuitive and proactive approach to customer relations.

5. Ability to think creatively and solve problems.

6. Demonstrated ability to define problems, gather information, perform analysis, draw conclusions, and present results to executive decision makers.

7. Demonstrated experience in working with sensitive information and ability to maintain confidentiality and privilege.

8. Superior verbal, interpersonal, written, and listening communication skills, with proven ability to communicate information diplomatically, concisely, and professionally with internal and external audiences.

9. Self-motivated and proactive, with demonstrated ability to exercise independent judgment and initiative on projects.

REQUIRED QUALIFICATIONS

1. Bachelor’s degree, or equivalent experience.

2. Minimum of seven years of paralegal experience with complex corporate and tax structures. 3. Minimum of seven years of experience with all activities associated with contract administration.

4. In-depth knowledge of corporate, tax, and nonprofit law, and complex corporate structures.

5. Demonstrated high-level analytical skills.

6. High proficiency with Microsoft Office, including Word, Excel, Powerpoint and Outlook.

7. Demonstrated ability to manage complex projects to completion.