Legal Document Specialist

Overview

Strategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with our clients. We take a thoughtful, personalized approach to financial planning, combining strategy, clarity, and genuine care.

Legal Document Specialist — Strategy Financial Group

Full-Time | On-Site | Peoria, AZ. This role will occasionally travel to our offices in Chandler and Phoenix to provide white-glove service to our clients.

• Market-competitive compensation
• Weekly half-day Fridays, supporting work–life balance
• A culture of trust, autonomy, and ownership
• Professional, collaborative, and people-first environment
• Stable, growing firm with long-term career opportunity

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

• 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.

• 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

• 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

• 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

• Annually: $55,000 to $60,000
• Paid Time Off
• Health Insurance:
  Eligible
• Work Schedule:
  
  Full-time with half-day Fridays every week
• Culture:
  Professional, collaborative, and supportive team environment

Thank you for your interest in the Legal Document Specialist role for Strategy Financial Group. Please take a moment to explore our website  and view the services we provide. If you feel that you have the skills it takes for the position’s responsibilities listed, please apply today!