Administrative Paralegal

Creative Planning; Chicago (IL); On-site; USD 42,000 - 60,000; Full time

Job summary

Creative Planning is seeking an Administrative Paralegal to provide essential administrative and substantive support to the Estate Planning Attorneys and Paralegals. The role involves preparing client mailings, coordinating document execution, and processing signed documents with attention to detail and accuracy.

Ideal candidates have notary status or willingness to become one, with efficient, detail-oriented work habits.

Qualifications

• State notary (or willing to become one)
• Efficient, detail-oriented, and accurate

Responsibilities

• Prepare mailings to clients of documents to be signed
• Coordinate in-office execution of documents with clients
• Review and process incoming signed documents from clients
• Prepare attorney and transmittal correspondence
• All other duties as assigned

Skills

Notary

Detail-oriented

Job description

The Administrative Paralegal provides administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals of Creative Planning's legal department.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

• Prepares mailings to clients of documents to be signed
• Coordinate in-office execution of documents with clients
• Reviews and processes incoming signed documents from clients
• Prepares attorney and transmittal correspondence
• All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

• State notary (or willing to become one)
• Efficient, detail-oriented, and accurate

PREFERRED EXPERIENCE / QUALIFICATIONS

• 1+ years of administrative support or paralegal experience