Corient · 4 hours ago
Paralegal
Miami, FL
Full-time
Onsite
Mid Level
3+ years expCorient is a fast-growing wealth management platform in the United States, dedicated to helping high-net-worth individuals and families preserve their wealth. They are seeking an exceptional paralegal to join their legal team, where the individual will manage various tasks related to corporate transactions, contract support, and legal department operations.
AdviceConsultingWealth Management
No H1B
Responsibilities
Support our robust M&A activity, from due diligence, through signing and closing, to managing and tracking post-closing items
Work closely with our attorneys to draft, review, and manage a wide range of legal documents
Triage inbound legal requests to provide appropriate guidance and further direction
Track and manage legal accruals in coordination with outside counsel and internal finance teams
Oversee the administration of the legal team’s eBilling platform, including invoice review, matter setup, and vendor support
Conduct legal research and summarize legal documents for multiple attorneys or other members of the legal department
Support legal operations initiatives, including playbook updates, template maintenance, and process improvements
Own department mail management – read, sort and distribute incoming mail; ensure outgoing mail is sent timely
Assist with various legal projects and additional ad hoc duties as needed
Qualification
Required
Associate or bachelor's degree
Professional paralegal certification
3-5 years of experience, preferably split between a law firm and in-house
Strong work ethic
Ability to multitask and prioritize tasks effectively in a fast-paced environment
Excellent organizational and time management skills
Exceptional attention to detail and accuracy
Strong written and verbal communication skills
Ability to handle sensitive and confidential information with the utmost discretion
Proficient using legal research tools and software
Strong interpersonal skills and ability to work collaboratively in a team
Preferred
Experience at a financial services firm is a big plus
Benefits
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Company
Corient
Corient offers wealth management and consulting services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Nimesh Patel
Partner, Chief Technology Officer
Andrew Walsh, CPA, CFP®, CTFA
Manager of Personal CFO Services
Recent News
2025-10-03
2025-09-29
Company data provided by crunchbase