Corporate Paralegal
Peoria, AZ
Category: Administrative
Reference ID: 10066804
Shortcut: http://addisongroup.gosnaphop.com/QRJMf7
Job Title: Corporate Paralegal – Estates & Trusts
Location: Phoenix, AZ
Compensation: $55,000 – $60,000 base salary (minimal flexibility) + quarterly performance bonuses (total comp $71,000 – $88,000)
Industry: Financial Services / Legal
Benefits: This position is eligible for health, dental, and vision coverage (75% employee coverage), 401(k) with 5% match and Roth option, paid time off, education support, and award trips for goal achievement.
About Our Client:
Addison Group is hiring on behalf of a stable and growing financial services firm in Phoenix, recognized for its collaborative, people-first culture and low employee turnover. The company has a long history of promoting from within, with senior staff averaging 10+ years, and offers significant career growth opportunities in estate planning, legal document management, and relationship management.
Job Description:
The Corporate Paralegal – Estates & Trusts will prepare and review legally compliant estate planning documents, ensuring accuracy and quality while working closely with service and sales teams. This client-facing role requires exceptional attention to detail, polished communication skills, and the ability to manage multiple priorities efficiently.
Key Responsibilities:
- Draft revocable and irrevocable trusts and other estate planning documents using approved templates.
- Review documents for accuracy, completeness, formatting, dates, names, and grammar before submission.
- Manage assigned caseloads to ensure timely delivery of all legal documents.
- Maintain accurate member records and notes in Salesforce.
- Coordinate with estate planning attorneys as needed.
- Schedule client appointments for document presentations.
- Assist with additional legal and administrative tasks as assigned.
Qualifications:
- High School Diploma or GED required; Bachelor’s degree preferred.
- Certified Legal Document Preparer (CLDP) required; Paralegal certification is a plus.
- 2+ years of paralegal experience, preferably in law firms, wealth management, or financial services.
- Prior experience preparing estate planning documents, including revocable and irrevocable trusts.
- Proficiency in Microsoft Office; Salesforce experience is a bonus.
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
- Polished, client-facing communication skills and a professional demeanor.
- Ability to attend two evening events per month.
Nice to Have:
- Experience with wealth.com or similar wealth management platforms.
Additional Details:
- Employment type: Permanent / Direct Hire
- Schedule: Monday–Thursday 9:00 AM – 6:00 PM; Friday 9:00 AM – 1:00 PM
- Start date: Immediate
- Reporting to: Head of Relationship Management Group
Perks:
- Low turnover with 95% retention rate among senior staff.
- Weekly half-day Fridays to support work-life balance.
- Collaborative, professional, and growth-oriented work environment.
- Opportunities for career advancement in case design, financial services, or relationship management.
- Education reimbursement and ongoing training encouraged.
- Quarterly performance-based revenue share bonuses (~$4,000–$7,000 per quarter).
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
-
Corporate Paralegal – Estates & Trusts
Tempe, AZ
Job Title: Corporate Paralegal – Estates & Trusts Location (city, state): Phoenix, AZ Compensation: $55,000 – $60,000 base salary (minimal flexibility) + quarterly performance bonuses (total comp $71,000 – $88,000) Industry: Financial Services / Legal ...
Recommended
-
Legal Assistant
Tysons, VA
Job Title: Legal Assistant (Estate Planning & Trusts) Industry: Legal / Law Firm Location: Tysons Corner, VA Assignment Type: Direct Hire Pay: $60,000 – $65,000 annually Work Schedule: Monday – Friday, 8:30 AM – 5:00 PM (37.5-hour work week with 1-hour...
Recommended
-
Commercial Real Estate Paralegal
Chicago, IL
Job Title: Commercial Real Estate Paralegal Location: Chicago, IL Industry: Legal Services Compensation: $110,000 to $125,000 Work Schedule: Monday–Friday, 8:00 AM – 5:00 PM. Hybrid schedule with one day onsite per week. Benefits: This position is elig...
Recommended
-
Junior Legal Assistant – Loan Document Processor
Dallas, TX
Job Title: Junior Legal Assistant – Loan Document Processor Location: Dallas, TX Work Schedule: Monday – Friday | 8:00 AM or 8:30 AM start | 8-hour workday with 1-hour lunch Type of Employment: Direct Hire Compensation: $60000 – $65000 / Year + Discret...
Recommended
-
Paralegal
Tulsa, OK
Job Title: Paralegal Pay: $60,000-65,000 per year Hours: M-F, 8:30am-5pm Location: Downtown Tulsa Benefits: This position is eligible for medical, dental, vision, and 401(k) Position Overview We are seeking a detail-oriented and highly organized Parale...
Recommended
-
Legal Assistant
Denver Metro Area, Colorado
Job Title: Legal Assistant (Corporate) Location: Englewood, CO Industry: Legal – Corporate & Real Estate Pay: $38 – $43 per hour +quarterly bonus potential Benefits: The position is eligible for medical, dental, vision, and 401(k). About Our Client: Ad...
Recommended
-
Personal Injury Paralegal
Dallas Metro Area, Texas
Job Title: Personal Injury Paralegal Location: Dallas, TX Work Schedule: Monday–Friday, 8:30 AM – 5:00 PM (30-minute lunch) Type of Employment: Direct Hire Compensation: $80,000 - $90,000 / year Industry: Legal Benefits: This position may be eligible f...
Recommended
-
Paralegal
Dallas, TX
Job Title: Paralegal Location: Dallas, TX Work Schedule: Monday–Friday, 8:30 AM – 5:00 PM (30-minute lunch) Type of Employment: Contract (5 month contract) Compensation: $33.65 – $38/ Hour Industry: Legal Benefits: This position is eligible for medical...
Recommended
-
Paralegal
Dallas, TX
Job Title: Paralegal Location: Dallas, TX Work Schedule: Monday–Friday, 8:00 a.m. – 5:00 p.m. Type of Employment: Direct Hire Compensation: $75,000 – $85,000 annually (based on experience) Industry: Legal Services Benefits: This role qualifies for a fu...
Recommended
-
Real Estate Legal Administrative Assistant
Phoenix, AZ
Job Title: Real Estate Legal Administrative Assistant - Hybrid Location (city, state): Phoenix, AZ Compensation: $38.46 - $43.26/hour (Contract-to-Hire); Upon conversion: $80,000 - $90,000/year Benefits: This position is eligible for medical, dental, v...
Recommended
-
Paralegal
Reston, VA
Job Title: Paralegal Location (city, state): Fairfax, VA (Onsite) Industry: Law Firm Type: Contract (4+ month contract) Pay: $26 - $30 / hour (depending on experience) Work Schedule: Monday-Friday 8am-5pm About Our Client: Our client is a reputable and...
Recommended
-
Paralegal – Intellectual Property (Patent Prosecution)
Greensboro, NC
Job Title: Paralegal – Intellectual Property (Patent Prosecution) Location: Greensboro, NC Compensation: $70000–$80000 / Year (Direct Hire) Benefits: This position is eligible for medical, dental, and vision benefits starting on the first day of employ...
Recommended
-
Senior Paralegal
Delaware
Job Title: Sr. Paralegal Industry: Legal Location: Wilmington, DE Assignment Type: Direct hire, permanent Salary: $85000 - $95000 / Year Work Schedule: Monday – Friday onsite (business hours; flexibility required during trial periods) Benefits: This po...
Recommended
-
Contract & Compliance Specialist
Bee Cave, TX
Title: Contract & Compliance Specialist Industry: Regulated Utility / Energy Infrastructure Type: Direct Hire Salary: $65,000 – $75,000 / Annually Location: Hybrid In-office Tuesday–Thursday Remote Monday & Friday Hours: 8:00 AM – 5:00 PM Benefits: Thi...
Recommended
-
Litigation Paralegal
Charlotte, NC
Role: Litigation Paralegal Pay: $55,000-65,000/year Location: Charlotte, NC About: Law Firm is headquartered in Charlotte, North Carolina with offices in Raleigh, North Carolina and Houston, Texas. The Firm has provided superior legal services in the a...
Recommended
-
File Clerk
Oklahoma City, OK
Job Title: File Clerk Location: Oklahoma City, OK Industry: Financial Services Pay: $17 – $18/ Hour Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client: Addison Group is partnering with our client, a well-estab...
Recommended
-
Property Coordinator
Reston, VA
Job Title: Property Coordinator Location (city, state): Reston, VA (Fully on-site) Industry: Commercial Property Management Type: Contract (4-5+ month contract) Pay: $20 - $22hr / hour (depending on experience) Work Schedule: Monday-Friday 8am-5pm Abou...
Recommended
-
Legal Assistant
Austin-Round Rock-San Marcos Metro Area, Texas
Job Title: Legal Assistant Location: Austin, TX Industry: Legal Pay: $45,000 /Annually Benefits: This position is eligible for medical, dental, vision, and 401K. About Our Client Addison Group is partnering with a well-established legal organization se...
Recommended
-
Legal Secretary
Dallas, TX
Job Title: Legal Secretary Location (city, state): Dallas, TX Work Schedule: M-F, 8 – 5 Type of Employment: Contract Compensation: $27/hr - $30/hr Industry: Legal Services Benefits: Dental/Vision/Health after 60 days on contract Job Description: Addiso...
Recommended
-
Paralegal
Tulsa Metro Area, Oklahoma
Job Title: Paralegal Location: Tulsa, OK Job Type: Direct Hire Pay: $60,000-70,000 per year Benefits: This position is eligible for health, dental, vision, and 401K About Our Client: Addison Group frequently partners with professional organizations acr...
Recommended
-
Catastrophic Injury Paralegal
Philadelphia, PA
Position Title: Catastrophic Injury Paralegal Full-Time | Contract-to-Hire | Philadelphia, PA (4 Days On-Site, 1 Hybrid) Pay: $35.00 / Hourly Benefits: This position is eligible for medical, dental, vision, and 401(k). About the Company A rapidly growi...
Recommended
-
Operations Coordinator
Washington, DC
Job Title: Operations Coordinator Industry: Nonprofit / Operations & Project Coordination / Administrative Support Location: Washington, DC (Fully Onsite) Assignment Type: 2–4-month contract Pay: $22–$25/hour (commensurate with experience) Work Schedul...
Recommended
-
Paralegal – Civil Litigation
Fort Worth, TX
Job Title: Paralegal – Civil Litigation Location: Fort Worth, TX Work Schedule: Monday – Friday, 8:30 AM – 5:30 PM Type of Employment: Contract-to-Hire | 100% Onsite Compensation: $31.00 – $33.50 / Hourly Industry: Legal Services – Civil Litigation Ben...
Recommended
-
Legal Administrative Assistant
New York, NY
Job Title: Administrative Assistant Industry: Legal Services Location (city, state): New York, NY Assignment Type: Direct Hire Pay: $65,000 – $72,000 annually (depending on experience) Work Schedule: Monday – Friday, 9:30 AM – 5:30 PM; onsite with ever...
Recommended
-
Associate Attorney
Scottsdale, AZ
Job Title: Associate Attorney (Civil Litigation) Location (City, State): Scottsdale, AZ (Hybrid – Onsite with Flexibility) Compensation: $110,000-$150,000 Discretionary year-end bonus based on firm performance No billable hour requirements Industry: Ci...
Recommended
-
Title Curative Processor
Phoenix, AZ
Job Title: Title Curative Processor Location: Phoenix, AZ Industry: Legal / Mortgage Services Pay: $20–$22 per hour (Contract-to-Hire) Benefits: Comprehensive benefits package upon hire including: Paid vacation and sick leave Medical, dental, and visio...
Recommended
-
Pre-Litigation Paralegal
Chicago, IL
Job Title: Pre-Litigation Paralegal Location: Chicago, IL Industry: Legal Services Compensation: $45,000 – $55,000 annually Work Schedule: Monday – Friday -100% on-site Benefits: This position is eligible for medical, dental, vision, and 401(k). About ...
Recommended
-
Personal Injury Paralegal
Newark Metro Area, New Jersey
Job Title: Personal Injury Paralegal Location (city, state): Clifton, NJ Industry: Legal Pay: $65,000 – $80,000 (depending on experience) Benefits: This position is eligible for health, dental, vision, insurance, and 401(K). About Our Client Addison Gr...
Recommended
-
File Manager
Houston, TX
Title: File Manager Location: Houston, TX Pay: $19 - $20 / hour Benefits: This position is eligible for medical, dental, vision, and 401(k). Hours: 8:00-5:00 Job Summary We are seeking an organized and detail-oriented File Manager to oversee the storag...
Recommended
-
Human Factors Specialist (part time)
Hoffman Estates, IL
Job Title: Human Factors Specialist (part-time) Location (City, State): Hoffman Estates, IL Hybrid work schedule Industry: Medical Device experience preferred Pay: $35 - $40 / hr Benefits: This position is eligible for medical, dental, vision, and 401(...
Recommended