Estate Planning Legal Administrative Specialist

Creative Planning; Cincinnati (OH); Presencial; USD 40.000 - 60.000; Jornada completa

Descripción de la vacante

Creative Planning is seeking an Administrative Paralegal to support our Estate Planning Attorneys and Paralegals. This role handles document mailings, client coordination, and preparation of correspondence in a fast-paced legal team.

You will ensure accuracy, maintain detail, and may be the notary for Ohio as needed. The ideal candidate has administrative experience and a collaborative mindset in a professional office environment.

Formación

• Ohio notary or willing to become one.
• Efficient, detail-oriented, and accurate.
• 1+ years of administrative support or paralegal experience preferred.

Responsabilidades

• 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.

Conocimientos

Notary (Ohio)

Detail-oriented

Accurate

Administrative support

Descripción del empleo

Creative Planning is seeking an Administrative Paralegal to support our Estate Planning Attorneys and Paralegals. This role handles document mailings, client coordination, and preparation of correspondence in a fast-paced legal team.

You will ensure accuracy, maintain detail, and may be the notary for Ohio as needed. The ideal candidate has administrative experience and a collaborative mindset in a professional office environment.