Administrative Paralegal

The Administrative Paralegal provides administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals of Creative Planning’s legal department.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

• 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
• Records deeds
• Prepares attorney and transmittal correspondence
• All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

• Bachelor’s degree
• California notary (or willing to become one)
• Efficient, detail-oriented, and accurate

PREFERRED EXPERIENCE / QUALIFICATIONS

• 1+ years of administrative support or paralegal experience

TECHNICAL SKILLS

• Proficient in MS Office