Estate Planning Paralegal

$65k - $75k

Oxford Advisory Group

Company Description

Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm that assists pre-retirees and retirees in navigating their retirement years. As an independent Registered Investment Advisory, the company values a personalized, family-focused approach to delivering financial guidance. With deep roots in the communities they serve, the Oxford team prioritizes relationships and invites clients to become part of their extended family. They are dedicated to enriching lives through exceptional service and a commitment to client success.

Role Description

Oxford Advisory Group is seeking a skilled Estate Planning Paralegal to join its team. This is a full-time, on-site role located in Orlando, FL. The role involves preparing and reviewing legal documents, conducting legal research, ensuring compliance with laws and regulations, and providing clear communication with clients and internal teams. The selected candidate will work closely with attorneys to support estate planning initiatives and ensure the smooth execution of legal processes.

Qualifications

Strong knowledge of Law and expertise in Legal Document Preparation
Proficiency in Document Review and attention to detail for accuracy
Excellent Communication skills for client interactions and team collaboration
Experience in conducting Research, including legal and case-specific research
Ability to manage time effectively and work independently on-site in Orlando, FL
Bachelor's degree or certification in Paralegal Studies is preferred
Prior experience in estate planning or related legal practice is a plus

Compensation

$65,000-$75,000 base salary with bonus opportunities

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Vacancy posted 6 hours ago

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