Estate Planning Paralegal & Admin Coordinator

Creative Planning; Scottsdale (AZ); In loco; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

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

Mansioni

• 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

Conoscenze

Administrative support

Attention to detail

Efficient

Formazione

Arizona Notary Public

Descrizione del lavoro

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.