Estate Planning Paralegal & Admin Coordinator

Creative Planning; Phoenix (AZ); On-site; USD 42,000 - 60,000; Full time

Job summary

Creative Planning is seeking an Administrative Paralegal to provide support to the Estate Planning Attorneys and Paralegals. The role emphasizes handling mailings, documents coordination, and creating correspondence for attorneys.

The ideal candidate is AZ notary (or willing to become one), detail-oriented, accurate, and able to manage multiple tasks in a fast-paced legal environment. Prior admin or paralegal experience is preferred.

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

Detail-oriented

Accurate

Administrative support

Education

Arizona notary

Job description

Creative Planning is seeking an Administrative Paralegal to provide support to the Estate Planning Attorneys and Paralegals. The role emphasizes handling mailings, documents coordination, and creating correspondence for attorneys.

The ideal candidate is AZ notary (or willing to become one), detail-oriented, accurate, and able to manage multiple tasks in a fast-paced legal environment. Prior admin or paralegal experience is preferred.