Estate Planning Administrative Paralegal — Notary Eligible

Creative Planning; Denver (CO); Sur place; USD 40 000 - 55 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Detail-oriented

Efficient

Accurate

Formation

Colorado notary

Description du poste

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.