Estate Planning Administrative Paralegal - Notary Eligible

Creative Planning; Chicago (IL); Sur place; USD 42 000 - 60 000; Plein temps

Résumé du poste

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

Responsabilités

• 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

Connaissances

Notary

Detail-oriented

Description du poste

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.