Strategy Financial Group · 9 hours ago
Legal Document Specialist
Phoenix, AZ, US
Full-time
Onsite
Entry, Mid Level
$55K/yr - $60K/yr
2+ years expStrategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with clients. They are seeking a Legal Document Specialist to efficiently prepare and review legal documents, ensuring accuracy and compliance while coordinating with estate planning attorneys.
Financial ServicesLife InsuranceRetirement
Responsibilities
Responsible for drafting legal estate planning documents that are legally sustainable and to the defined specifications of each member using approved document templates
Ensures legal documents are complete and accurate prior to delivery to estate planning attorneys
Review of format, content, dates, names, personally identifiable information (PII), grammar, etc
Manages assigned caseload and ensures the preparation and delivery of all legal documents within established business standards
Maintains notes and member records in the Salesforce system
Coordination with estate planning attorneys
Scheduling appointments with clients for document presentation
Perform other job-related duties as assigned
Qualification
Required
High School Diploma or GED
2+ years of administrative work experience
Prior experience in a law firm
Certified Legal Document Preparer (CLDP)
Proficiency with MS Office and the ability to learn new software quickly
Able to attend two evening events per month
Must be able to handle multiple tasks simultaneously
Ability to prioritize projects and manage time
Strong organizational skills
Attention to detail
Proofread with a high degree of accuracy
Excellent verbal and written communication skills, including diplomatic resolution skills
Strong typing and 10-key ability with a high degree of accuracy
Good-natured, positive attitude
Consistent follow-through
Ability to work effectively in various team environments
Work independently and proactively to meet business & personal goals
Preferred
College degree
Paralegal Certification
2+ years of legal document preparation experience
2+ years of estate planning experience
Experience in a professional services or financial services environment
Prior experience with wealth.com
Benefits
Paid Time Off
Health Insurance: Eligible
Work Schedule: Full-time with half-day Fridays every week
Culture: Professional, collaborative, and supportive team environment
Company
Strategy Financial Group
You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Calvin Goetz
Retirement Wealth Strategist & Investment Advisor Representative | Founder & President
Recent News
Seattle TechFlash
2025-06-06
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