Administrative Paralegal

Creative Planning; Denver (CO); On-site; USD 40,000 - 55,000; Full time

Job summary

Creative Planning seeks an Administrative Paralegal to support our Estate Planning Attorneys and Paralegals. The role handles client document mailings, coordinates in-office document signings, reviews incoming signed documents, and drafts attorney and transmittal correspondence.

Strong attention to detail and accuracy are essential. The position requires a Colorado notary (or willingness to become one) and at least 1 year of administrative support or paralegal experience.

Qualifications

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

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

Detail-oriented

Efficient

Accurate

Education

Colorado notary

Job description

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

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

PREFERRED EXPERIENCE / QUALIFICATIONS

• 1+ years of administrative support or paralegal experience