Paralegal – Estate Planning & Client Operations

Secure Income Management; Tucson (AZ); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Company-paid short-term and long-term 

401(k) with company match

Paid time off and paid holidays

Job summary

Secure Income Management in Tucson, AZ is seeking a detail-oriented Paralegal to support its in-house legal and corporate operations. The role reports to in-house counsel and covers litigation, corporate governance, contracts, and compliance.

Ideal candidates have 2+ years of legal support experience with familiarity in estate planning concepts and strong organizational skills. Responsibilities include document management, regulatory tracking, and process improvements.

Qualifications

• Two or more years of legal assistant or paralegal experience.
• Estate planning, probate, corporate, litigation-support, or regulatory experience preferred.
• Familiarity with estate planning documents and concepts (trusts, wills, POA).
• Excellent written and verbal communication skills.
• Strong organizational skills with ability to manage multiple matters.

Responsibilities

• Assist in-house counsel with litigation support, including document organization, discovery logistics, and deadline tracking.
• Maintain corporate records and organize contracts and related documentation.
• Organize legal files within document management and CRM systems, ensuring accuracy and confidentiality.
• Support compliance by tracking licensing, registrations, and regulatory filing deadlines.
• Identify opportunities to streamline internal legal-operations processes and improve workflows.

Skills

Paralegal experience

Estate planning knowledge

Organization

Communication

Confidentiality

Education

Paralegal certificate

Associate degree

Bachelor’s degree

Tools

CRM

Google Workspace

Microsoft Office

Document management software

Job description

About The Role

A growing Tucson-based financial services organization is seeking a detail-oriented Paralegal to support its in-house legal and corporate operations function. The Paralegal reports to in-house counsel and provides administrative and organizational support across litigation, corporate governance, contracts, and compliance workstreams. Familiarity with estate planning concepts, including trusts, wills, and powers of attorney, is valued, because the organization’s clients and business lines touch on these areas. The ideal candidate has a strong legal-support background and excels at organization, document management, and internal coordination.

Key Responsibilities

• Assist in-house counsel with litigation support, including document organization, discovery logistics, filing and service coordination, and deadline tracking, in each case under attorney supervision.
• Maintain corporate records and entity files, organize contracts and related documentation, and track signature and renewal status
• Organize and maintain legal files within the company’s document management and CRM systems, ensuring accuracy, completeness, and confidentiality
• Support compliance by tracking licensing, registrations, and regulatory filing deadlines, and by maintaining compliance records
• Identify opportunities to streamline internal legal-operations processes and improve file and workflow management

Qualifications

• Two or more years of legal assistant or paralegal experience. Estate planning, probate, corporate, litigation-support, or regulatory experience is preferred
• Working familiarity with estate planning documents and concepts, including revocable and irrevocable trusts, wills, powers of attorney, and healthcare directives, along with general legal terminology
• Exceptional written and verbal communication skills
• Outstanding organizational skills and high attention to detail, with the ability to manage multiple matters and files at once
• Proficiency with legal or matter-management software, secure document management systems, and standard productivity tools, including CRM and Google Workspace or Microsoft Office
• Paralegal certificate and an Associate’s or Bachelor’s degree. An Arizona Legal Paraprofessional (LP) license is preferred
• Demonstrated ability to handle confidential and privileged information appropriately

Salary And Benefits

• Competitive salary, $60,000 to $75,000
• Health, dental, and vision insurance coverage
• Company-paid short-term and long-term disability and life insurance
• 401(k) with company match
• Paid time off and paid holidays.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.