What are the responsibilities and job description for the Legal Document Preparer position at Strategy Financial Group?

Advance Your Career and Truly Make a Difference.

An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable Independent Advisory & Financial Services Company.

Strategy Financial Group is seeking a detail-oriented Legal Document Preparer. This position is located in our Scottsdale office but will occasionally travel to our offices in Chandler and Peoria to provide white glove service to our clients.

The Legal Document Preparer is principally responsible for efficiently preparing and reviewing quality legal documents. The Document Preparer works with the Service and Advisory Teams to coordinate production and timely delivery of accurate, legally sustainable estate planning documents and processing additional documents as necessary.

Job Duties :

Responsible for drafting legal estate planning documents that are legally sustainable and to the defined specifications of each member using approved document templates
Ensure legal documents are complete and accurate prior to delivery to estate planning attorney; review of format, content, dates, names, personally identifiable information (PII), grammar, etc.
Manage assigned caseload and ensure the preparation and delivery of all legal documents within established business standards
Maintain notes and member records in Salesforce (CRM)
Coordinate with estate planning attorney
Schedule appointments with clients for document presentation
Perform other job-related duties as assigned

Required Knowledge, Skills, and Abilities :

2 years of administrative work experience

Must possess the ability to handle multiple tasks simultaneously with excellent organizational skills, prioritization skills and accuracy

Must have strong attention to detail and the ability to proofread with a high degree of accuracy

Excellent verbal and written communication skills including diplomatic resolution skills

Must have strong typing skills and 10 key ability with a high degree of accuracy

Strong team commitment; ability to work effectively in various team environments

Must be able to travel to offices in Chandler, AZ and Peoria, AZ as needed

High School Diploma or GED

The ideal candidate will have…..

2 years of legal document preparation experience

2 years of estate planning experience

Certified Legal Document Preparer (CLDP)

Able to attend two evening events per month

Thank you for your interest in Strategy Financial Group. Please take a moment to explore our website and view the services we provide.

To Apply :

Please send your resume to hr@strategyfinancialgroup.com and include the position title in the subject line.

Job Type : Full-time

Pay : $50,000.00 - $70,000.00 per year

Benefits :

401(k)

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Vision insurance

Schedule :

8 hour shift

Day shift

Ability to Relocate :

Phoenix, AZ 85054 : Relocate before starting work (Required)

Work Location : In person

Salary : $50,000 - $70,000

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Legal Document Preparer

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