Administrative Paralegal

Creative Planning; Cincinnati (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Creative Planning is seeking an Administrative Paralegal to support our Estate Planning Attorneys and Paralegals. This role handles document mailings, client coordination, and preparation of correspondence in a fast-paced legal team.

You will ensure accuracy, maintain detail, and may be the notary for Ohio as needed. The ideal candidate has administrative experience and a collaborative mindset in a professional office environment.

Qualifications

• Ohio notary or willing to become one.
• Efficient, detail-oriented, and accurate.
• 1+ years of administrative support or paralegal experience preferred.

Responsibilities

• 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.

Skills

Notary (Ohio)

Detail-oriented

Accurate

Administrative support

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.

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

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

PREFERRED EXPERIENCE / QUALIFICATIONS

• 1+ years of administrative support or paralegal experience