_{04th March, 2026}

Do you have experience working with legal documents?  Would you like to work with a highly regarded financial institution in the DC area?    If so, R & W Group has a great new long-term hybrid project!  (You MUST be in the DC area.)  One of our clients is looking for someone to assist the legal department with research and documentation.   In this role, you would become a trusted partner to senior leaders and legal teams at a major financial institution. This is a high-visibility role where your legal and investigative expertise directly shapes enterprise-level decisions. This is a rare multiyear opportunity to support complex legal matters with significant organizational impact.
Description
Research, document, and support legal cases that impact the business unit. Oversee security and legal responses involving complex cases and escalated situations to ensure effective and optimum resolution.
Responsibilities

• Communicate with the Office of General Counsel for legal-related matters involving specific business units and/or policies
• Investigate and respond to complaints
• Research and analyze claims and related actions; resolve issues
• Identify and address compliance issues; update guidelines and procedures to minimize risk
• Research potential legal issues using existing system of record
• Request information and documentation from other business units to clarify details or resolve cases within mandated time and regulations
• Summarize depositions and other related legal proceedings; conduct investigations and statistical/documentary research
• Prepare written legal summaries, analyses, and legal documents
• Serve as contact point for escalated legal situations
• Inform attorneys of applicable and specific legal matters and the impact on the organization
• Identify areas of improvement; determine solutions; implement enhancements and changes to improve operations, standards, and results
• Prepare ad hoc and required industry and regulatory reports, including responses to audit inquiries in compliance with internal and external regulations
• Serve on teams and task groups for projects and initiatives within the business unit and/or across the organization
• Review and research high-profile member complaints as well as sensitive and confidential personnel issues and responses
• Collaborate with training team to ensure procedural guidelines are conveyed accurately and consistently followed
• Perform other related duties as assigned or appropriate

Qualifications and Education Requirements

• Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
• Basic understanding of state and federal court systems and the legal process
• Basic skill in researching and summarizing state and federal statutes
• Working knowledge of operational and regulatory risk controls, concepts, and practices
• Working knowledge of financial rules, regulations, and federal laws
• Working knowledge of legal documents such as trusts, powers of attorney, complaints, and miscellaneous court orders
• Advanced organizational, planning, and time management skills
• Advanced research, analytical, and problem-solving skills
• Advanced skill exercising initiative and using good judgment to make sound decisions
• Experience in managing multiple priorities independently and/or in a team environment to achieve goals
• Working knowledge of document control and document security measures
• Advanced verbal and written communication skills
• Experience in working with all levels of staff, management, stakeholders, and vendors
• Advanced skill establishing and expanding relationships with key members and customers
• Advanced skill building effective relationships through rapport, trust, diplomacy, and tact
• Effective word processing and spreadsheet software skills
• Working knowledge of related department systems, principles, policies, and financial practices

Desired Qualifications and Education Requirements

• Thorough understanding of the financial services environment
• Familiarity with our client's functions, policies, procedures, products, and services
• Knowledge of Bank Secrecy Act (BSA) requirements
• Remains cognizant of and adheres to policies and procedures and regulations pertaining to the Bank Secrecy Act.

Solid compensation ($33 - 36/hour) plus benefits.    Great team.   The location is in Northern VA but is NOT Metro accessible.   There is on-site parking.   Apply on-line or register with us at www.r-wgroup.com.

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