Legal Document Preparer

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 attorneySchedule appointments with clients for document presentationPerform other job-related duties as assignedRequired Knowledge, Skills, and Abilities:2+ years of administrative work experienceMust 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 accuracyExcellent verbal and written communication skills including diplomatic resolution skillsMust have strong typing skills and 10 key ability with a high degree of accuracy Strong team commitment; ability to work effectively in various team environmentsMust be able to travel to offices in Chandler, AZ and Peoria, AZ as neededHigh School Diploma or GEDThe ideal candidate will have.....2+ years of legal document preparation experience2+ years of estate planning experienceCertified Legal Document Preparer (CLDP)Able to attend two evening events per monthThank 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@ and include the position title in the subject line.Job Type: Full-timePay: $50,000.00 - $70,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceHealth insuranceLife insurancePaid time offVision insuranceSchedule:8 hour shiftDay shiftAbility to Relocate:Phoenix, AZ 85054: Relocate before starting work (Required)Work Location: In person

Created: 2025-02-09