Document Preparation Specialist
Robert Half
Job Description
Job Description
A leading collections services company is seeking a detail-oriented contract-to-hire Document Preparation Specialist to support its in-house legal team by preparing, processing, and maintaining templated legal documents. This is an administrative role; no legal experience is required. The ideal candidate has strong attention to detail, excellent data entry skills, and the ability to follow established processes and formatting standards. All documents are prepared using approved templates and reviewed by attorneys, paralegals, or other legal department personnel.
Key Responsibilities
- Complete and populate legal document templates, including letters, notices, forms, and pleadings, using information provided by the legal team.
- Accurately enter, review, and verify data from account records, intake forms, and case files into document templates and internal systems.
- Proofread completed documents to ensure accuracy, consistency, formatting compliance, and completeness before routing for review.
- Monitor document workflows and queues; identify missing or inconsistent information and coordinate with appropriate team members to resolve issues.
- Organize, maintain, and file electronic and physical documents in accordance with company procedures and recordkeeping standards.
- Prepare documents for mailing, electronic submission, or internal distribution as directed.
- Assist with maintaining and updating document templates and notify the legal team of formatting issues or discrepancies.
- Handle sensitive customer, account, and legal information with a high degree of confidentiality and professionalism.
- Provide general administrative and clerical support to the legal department as needed.
Details:
- Reports To : SVP of Training and Projects
- Location : Phoenix, AZ metro area, 5 days in-office
- Employment Type: Contract-to-Hire,
- Schedule : Monday–Friday, 7:00 am to 4:00 pm business hours
Required
• High school diploma or equivalent.
• Exceptional attention to detail and accuracy, particularly with data entry and proofreading.
• Strong typing and computer skills; proficiency with Microsoft Word, Excel, and Outlook.
• Ability to follow detailed written instructions and templates precisely and consistently.
• Strong organizational skills and the ability to manage a high volume of documents and deadlines.
• No prior legal experience, paralegal certification, or degree required.
Preferred
• Prior administrative experience a plus in a legal, financial services, or collections office environment.
• Familiarity with document management, case management, or mail-merge/forms-based software.
• Experience working with high-volume, deadline-driven document processing.
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