Senior Litigation Paralegal: Strategic Case Ops & Budget Oversight

BMO U.S.; California; Hybrid; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

BMO Financial Group is seeking an experienced litigation paralegal in California to support attorneys across litigation, regulatory, and investigative matters. You will coordinate document collections, manage eDiscovery efforts, and maintain matter data within management systems.

The role requires 7+ years in litigation environments, strong civil procedure knowledge, and proficiency with Westlaw, PACER, and eDiscovery tools.

Qualifications

• Bachelor's degree and Paralegal Certificate, or equivalent combination of education and experience.
• 7+ years of litigation paralegal experience in a law firm, financial institution, or sophisticated in-house legal department.
• Strong knowledge of civil litigation procedures, discovery processes, and court filings.
• Experience managing complex document collections and electronic discovery.
• Experience supporting outside counsel management, budgeting, and invoice review.
• Proficiency with Microsoft Office, legal matter management systems, PACER, Westlaw, and eDiscovery tools.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and project management abilities.
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• High degree of professionalism and ability to handle confidential information.

Responsibilities

• Support attorneys on all phases of litigation, arbitration, regulatory, and investigative matters.
• Coordinate and manage document collections, discovery responses, and productions.
• Administer legal holds, preservation notices, and related tracking processes.
• Maintain matter information within legal matter management systems and ensure data integrity.
• Manage litigation budgets, outside counsel invoices, accruals, and legal spend reporting.
• Assist with subpoena, garnishment, levy, and records requests across multiple jurisdictions.
• Conduct legal and factual research using Westlaw, PACER, court dockets, and internal systems.
• Review and summarize pleadings, discovery, deposition transcripts, and other case materials.
• Prepare matter status reports, dashboards, presentations, and executive-level reporting.
• Support trial, hearing, mediation, and deposition preparation.
• Coordinate with internal business partners and outside counsel to gather information and meet litigation deadlines.
• Develop and maintain templates, procedures, and best practices to improve operational efficiency.
• Mentor junior paralegals and contribute to litigation operations initiatives.

Skills

Excellent communication

Organizational skills

Project management

Confidential information handling

Microsoft Office

Westlaw & PACER

eDiscovery tools

Civil litigation knowledge

Budgeting & invoicing

Education

Bachelor's degree & Paralegal Certificate

Tools

PACER

Westlaw

eDiscovery tools

Job description

BMO Financial Group is seeking an experienced litigation paralegal in California to support attorneys across litigation, regulatory, and investigative matters. You will coordinate document collections, manage eDiscovery efforts, and maintain matter data within management systems.

The role requires 7+ years in litigation environments, strong civil procedure knowledge, and proficiency with Westlaw, PACER, and eDiscovery tools.