Phoenix, Arizona, United States · On-site
$55k–$60k/yr
Legal Document Specialist Strategy Financial Group Full-Time | On-Site | Peoria, AZ Compensation: $55,000 - $60,000 Strategy Financial Group is an independent financial services firm dedicated to building long-term, trus…
Skills: Legal Document Drafting, Estate Planning, Proofreading, Time Management, Organizational Skills
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The specialist is responsible for drafting and reviewing accurate, legally sustainable estate planning documents using approved templates. They coordinate with attorneys and sales teams to manage caseloads and schedule client appointments.
Candidates must have a high school diploma, 2+ years of administrative experience, and be a Certified Legal Document Preparer. A bachelor's degree and paralegal certification are preferred.
Legal Document Specialist
Strategy Financial Group
Full-Time | On-Site | Peoria, AZ
Compensation: $55,000 - $60,000
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.
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
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
Minimum Requirements:
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
Preferred Requirements:
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
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 www.strategyfinancialgroup.com 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!
Your retirement income should last as long as you do.
You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of. No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced wealth-building professionals with the ability to bring your dreams to reality. We know that retirement planning and financial planning can be complicated, but we also know our business. Our years of experience allow us to provide clear, easily understood explanations of products and services to help you make the best decisions. Strategy Financial Group is a recognized industry leader when it comes to comprehensive Retirement and Financial Planning. For more than a decade, the Partners of Strategy Financial Group have helped hundreds of clients throughout the nation tailor a personalized suite of services to best fit their goals. Strategy Financial Group offers on-site educational workshops for your employees. Our Financial Wellness Program is a great way to educate your employees on a variety of financial and retirement planning topics. Please visit our website for a list of topics. Call us to learn more or to schedule one of our fun lunch and learns. Each Partner of Strategy Financial Group holds a Series 65 securities license. As Investment Adviser Representatives, this license permits them to provide investment advice in the areas of retirement planning and portfolio management. Each of them is also life and health insurance licensed. Strategy Financial Group is based in Phoenix, Arizona with additional offices in Chandler, Peoria, Tucson and Oro Valley. Contact Strategy Financial Group today at 1.866.777.9219 to schedule a complimentary consultation to discuss your Retirement Income and Financial Planning needs.
Offices: 7010 E Chauncey Ln, Suite 130, Phoenix, Arizona 85054, US · 5151 E. Broadway Blvd., Suite 1600, Tucson, AZ 85711, US · 1846 E. Innovation Park Dr., Oro Valley, AZ 85755, US · 3100 W. Ray Road Suite 201, Chandler, Arizona 85226, US · 16165 N. 83rd Avenue, Suite 200, Peoria, Arizona 85382, US
Your retirement income should last as long as you do.
You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of. No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced wealth-building professionals with the ability to bring your dreams to reality. We know that retirement planning and financial planning can be complicated, but we also know our business. Our years of experience allow us to provide clear, easily understood explanations of products and services to help you make the best decisions. Strategy Financial Group is a recognized industry leader when it comes to comprehensive Retirement and Financial Planning. For more than a decade, the Partners of Strategy Financial Group have helped hundreds of clients throughout the nation tailor a personalized suite of services to best fit their goals. Strategy Financial Group offers on-site educational workshops for your employees. Our Financial Wellness Program is a great way to educate your employees on a variety of financial and retirement planning topics. Please visit our website for a list of topics. Call us to learn more or to schedule one of our fun lunch and learns. Each Partner of Strategy Financial Group holds a Series 65 securities license. As Investment Adviser Representatives, this license permits them to provide investment advice in the areas of retirement planning and portfolio management. Each of them is also life and health insurance licensed. Strategy Financial Group is based in Phoenix, Arizona with additional offices in Chandler, Peoria, Tucson and Oro Valley. Contact Strategy Financial Group today at 1.866.777.9219 to schedule a complimentary consultation to discuss your Retirement Income and Financial Planning needs.
Offices: 7010 E Chauncey Ln, Suite 130, Phoenix, Arizona 85054, US · 5151 E. Broadway Blvd., Suite 1600, Tucson, AZ 85711, US · 1846 E. Innovation Park Dr., Oro Valley, AZ 85755, US · 3100 W. Ray Road Suite 201, Chandler, Arizona 85226, US · 16165 N. 83rd Avenue, Suite 200, Peoria, Arizona 85382, US
