Administrative Paralegal

Creative Planning; Irvine (CA); On-site; USD 55,000 - 76,000; Full time

Job summary

Creative Planning in Irvine, CA seeks an Administrative Paralegal to provide administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals of Creative Planning’s legal department.

Responsibilities include preparing mailings to clients for documents to be signed, coordinating in-office execution with clients, reviewing and processing signed documents, and drafting attorney and transmittal correspondence.

Qualifications

• CA notary is required 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

Notary CA

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

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

PREFERRED EXPERIENCE / QUALIFICATIONS

• 1+ years of administrative support or paralegal experience