Financial Paralegal

Paralegal — Financial Practice

We are looking for a detail-oriented Paralegal to support a high-volume legal practice focused on financial cases. This role is ideal for candidates with a background in finance, banking, or administrative support who are eager to develop within the legal field. Prior experience in bankruptcy is a plus but not required, as training will be provided. The position requires strong organizational skills, analytical thinking, and a high level of client interaction.

Responsibilities

• Communicate with clients to collect required documentation (pay stubs, tax returns, bank statements).

• Review, redact, organize, and prepare documentation for legal filings.

• Perform financial analysis and calculations using Microsoft Excel.

• Prepare legal documents such as affidavits, motions, objections, and correspondence.

• Monitor case progress and track deadlines.

• Follow up with clients to ensure timely submission of required information.

• Track client payments and identify inconsistencies or delays.

• Maintain and update case information in legal management systems.

• Collaborate with legal and administrative teams to ensure accurate case handling.

Requirements

Must Have

• At least 1 year of experience in a financial-related role (same role preferred).

• Strong knowledge of Microsoft Excel (formulas, basic analysis).

• Excellent organizational and documentation management skills.

• Strong written and verbal communication skills.

Nice to Have

• Experience in legal, financial services, banking, or office environments (1–2 years).

• Experience with legal management software (e.g., Clio or similar).

• Familiarity with bankruptcy-related tools or processes.

• Background in Law or Finance.

• Experience as a Legal Assistant (2–3 years).

 

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