Administrative Paralegal

Creative Planning; Scottsdale (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

Creative Planning in Scottsdale, AZ is seeking an Administrative Paralegal to provide legal and administrative support to Estate Planning Attorneys and Estate Planning Paralegals.

Responsibilities include coordinating client document mailings, in-office execution, processing signed documents, and drafting attorney/transmittal correspondence.

Candidates should be detail-oriented, efficient, and able to obtain Arizona notary or willing to become one.

Qualifications

• Arizona 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

Administrative support

Attention to detail

Efficient

Education

Arizona Notary Public

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

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

PREFERRED EXPERIENCE / QUALIFICATIONS

• 1+ years of administrative support or paralegal experience