Legal Document Specialist
About The Position
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. We are seeking a Legal Document Specialist to join our growing team and support our team in delivering exceptional, high-touch client experiences. This is a full-time, on-site role for someone who is organized, detail-oriented, service-minded, and energized by being a key part of a close-knit, professional team. This position is located in our Peoria office, but will occasionally travel to our offices in Chandler and Phoenix to provide white-glove service to our clients.
Requirements
- Must be able to handle multiple tasks simultaneously
- Ability to prioritize projects and manage time
- Strong organizational skills
- Keen 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
Nice To Haves
- Bachelor's 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
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.
Benefits
- 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
- Paid Time Off
- Health Insurance: Eligible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
