Paralegal Assistant - Private Wealth Services
Core
Provides clerical and administrative support to paralegals and attorneys by managing document workflows, organizing files, and preparing materials for legal matters.
Role type
Paralegal Assistant (Administrative Support)
Builds
Organized case and transaction files, document sets for trials/hearings, and court filing materials
Domain
Legal Services / Private Wealth
Deliverable
product features
Required skills
Document management, file organization, indexing and labeling, Microsoft Office Suite, attention to detail, following established procedures, converting file formats
Preferred skills
Prior legal support experience in a law firm or legal department
Technologies
Microsoft Office Suite, Microsoft 365
Responsibilities
Gather, compile, organize, file, and retrieve physical and electronic documents; Prepare and maintain case- and transaction-related files; Assist with preparing materials for trials, hearings, and depositions; Support document production and filing for court or regulatory submissions; Perform routine document tasks like format conversion and saving to repositories; Handle basic administrative issues and escalate complex matters
Seniority
Entry to Mid-level, hands-on support