The Role
The Financial Paralegal supports a legal practice by managing documentation, communicating with clients, and performing financial analyses, while ensuring accurate case handling and deadline tracking.
Summary Generated by Built In
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).
#SolvoGlobal
#LI-PROMOTED
#LI-Onsite
Skills Required
- At least 1 year of experience in a financial-related role
- Strong knowledge of Microsoft Excel
- Excellent organizational and documentation management skills
- Strong written and verbal communication skills
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The Company
What We Do
Distro is an AI-powered platform designed to enhance the efficiency and productivity of distributor sales teams. By automating manual recruiting and sales tasks, the company helps teams move faster, reduce costs, and improve hiring outcomes. Their technology focuses on optimizing counter and inside sales operations, providing tools that assist recruitment and sales processes while maintaining human oversight in final decision-making.
