Corporate Paralegal
10 days ago
Peoria
Job Description Job Title: Corporate Paralegal – Estates & Trusts Location: Phoenix, AZ Compensation: $55,000 – $60,000 base salary (minimal flexibility) + quarterly performance bonuses (total comp $71,000 – $88,000) Industry: Financial Services / Legal Benefits: This position is eligible for health, dental, and vision coverage (75% employee coverage), 401(k) with 5% match and Roth option, paid time off, education support, and award trips for goal achievement. About Our Client: Addison Group is hiring on behalf of a stable and growing financial services firm in Phoenix, recognized for its collaborative, people-first culture and low employee turnover. The company has a long history of promoting from within, with senior staff averaging 10+ years, and offers significant career growth opportunities in estate planning, legal document management, and relationship management. Job Description: The Corporate Paralegal – Estates & Trusts will prepare and review legally compliant estate planning documents, ensuring accuracy and quality while working closely with service and sales teams. This client-facing role requires exceptional attention to detail, polished communication skills, and the ability to manage multiple priorities efficiently. Key Responsibilities: • Draft revocable and irrevocable trusts and other estate planning documents using approved templates., • Review documents for accuracy, completeness, formatting, dates, names, and grammar before submission., • Manage assigned caseloads to ensure timely delivery of all legal documents., • Maintain accurate member records and notes in Salesforce., • Coordinate with estate planning attorneys as needed., • Schedule client appointments for document presentations., • High School Diploma or GED required; Bachelor’s degree preferred., • Certified Legal Document Preparer (CLDP) required; Paralegal certification is a plus., • 2+ years of paralegal experience, preferably in law firms, wealth management, or financial services., • Prior experience preparing estate planning documents, including revocable and irrevocable trusts., • Proficiency in Microsoft Office; Salesforce experience is a bonus., • Strong organizational skills, attention to detail, and the ability to manage multiple priorities., • Polished, client-facing communication skills and a professional demeanor., • Employment type: Permanent / Direct Hire, • Schedule: Monday–Thursday 9:00 AM – 6:00 PM; Friday 9:00 AM – 1:00 PM, • Start date: Immediate, • Low turnover with 95% retention rate among senior staff., • Weekly half-day Fridays to support work-life balance., • Collaborative, professional, and growth-oriented work environment., • Opportunities for career advancement in case design, financial services, or relationship management., • Education reimbursement and ongoing training encouraged.