Associate Paralegal

Where Ambition Meets Innovation Build a career that matches all of your initiative with an impressive dose of innovation. From cutting‑edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview As a core team member of the Third‑Party Subpoena Team, the Associate Paralegal is dedicated to supporting LPL Financial and its advisors by responding to third‑party subpoenas in a timely and efficient manner. The Third‑Party Subpoena Team handles highly confidential subpoenas relating to divorces, estates, employment matters, requests from law enforcement, and more. The Team also assists internal business partners with garnishment, lien, and levy questions from time to time. The Associate Paralegal will perform administrative duties, support other senior team members, and will also be assigned independent subpoena work. This position will report to a Paralegal Manager and will be supervised by an Attorney. Responsibilities Administrative and operational duties associated with handling third‑party subpoenas: Act as primary gatekeeper for incoming subpoenas and related mail for the team Enter case data into the matter management system to track subpoenas Download records from company systems Draft cover letters and invoices for subpoena production Process checks received for subpoena fees Maintain and update templates and contacts lists Communicate with attorneys and clients by phone and email Partner with internal departments to collect records Review and redact records for subpoena responses Assist senior paralegals with large productions What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements 1–3 years of experience working in a paralegal role at a law firm or in‑house law department. Core Competencies Strong verbal and written communication skills, excellent grammar General knowledge of litigation and subpoenas Ability to work in a fast‑paced, complex environment and maintain own deadlines Advanced proficiency in Outlook, Word, and Excel General knowledge of matter management and document management software Ability to manage caseload and re‑prioritize tasks as necessary Preferences 1–3 years of experience in litigation. Bachelor’s degree or paralegal degree Candidate should be detail‑oriented, self‑starter with excellent legal, analytical, customer service and communication skills. Pay Range $27.48–$45.81/hour. Actual base salary varies based on factors, including but not limited to relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth‑management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit Information on Interviews LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at View phone number on click.appcast.io. Principals only. EOE.

EAC 5.19.26