<p><strong>If interested in the role, please message Jennifer Fukumae on LinkedIn to learn more about this opportunity.</strong></p><p> </p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This <strong>Paraplanner </strong>role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p><strong>Key responsibilities include:</strong></p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p><p> </p>
<p>This search is being conducted by Steve Spinello.</p><p><br></p><p><strong>Financial Planner (CPA / CFP)</strong></p><p><strong>Chattanooga, TN</strong> | Onsite/Hybrid</p><p>We are partnering with a well-established, fee-only Registered Investment Advisor firm to add a <strong>Financial Planner</strong> to their collaborative, team-based service model. This is an excellent opportunity for a technically strong planner with a tax-focused background who enjoys building comprehensive financial plans and partnering closely with advisors—without needing to own the primary client relationship. </p><p>About the Role</p><p>This position will serve as the in-house subject matter expert for financial planning, supporting lead advisors by developing and delivering high-quality financial plans. You will play a key role in translating complex financial and tax strategies into clear, actionable recommendations for high-net-worth clients. </p><p>Key Responsibilities</p><ul><li>Develop and deliver comprehensive and segmented financial plans for high-net-worth clients. </li><li>Partner with lead and service advisors to support client planning needs. </li><li>Perform in-depth analysis across retirement planning, cash flow, debt management, net worth tracking, college planning, and asset allocation recommendations. </li><li>Lead tax-focused planning strategies and provide insights through tax return review. </li><li>Update and maintain client financial plans as circumstances evolve. </li><li>Serve as the internal expert on financial planning best practices, tools, and processes. </li><li>Utilize and master MoneyGuidePro to deliver consistent, high-quality planning output. </li></ul><p>Why This Opportunity Stands Out</p><ul><li>Join a respected, fee-only RIA with an established client base and strong team culture. </li><li>Focus on what you do best: financial planning strategy and analysis. </li><li>Work in a collaborative environment where your technical expertise will have visible impact. </li></ul><p>If you’re a detail-oriented financial planning professional who enjoys sophisticated planning work and wants to be part of a high-caliber advisory team, we’d love to connect.</p><p><strong>Apply today or message me directly to learn more.</strong></p>
<p>We are looking for a Financial Planner to support clients with thoughtful, personalized financial guidance in Houston, Texas. This role focuses on building clear planning recommendations across retirement, tax, investment, and estate considerations while working closely with advisors and internal specialists. The ideal candidate brings strong analytical ability, sound judgment, and the communication skills needed to turn complex financial information into practical next steps for clients.</p><p><br></p><p>Responsibilities:</p><p>• Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools.</p><p>• Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results.</p><p>• Review outside investment accounts to assess asset mix, risk exposure, tax implications, and fit with client objectives, then collaborate with advisors and investment professionals on suitable recommendations.</p><p>• Coordinate key activities involved in bringing on new clients, partnering with advisors and senior leadership to help ensure a smooth and organized onboarding experience.</p><p>• Research planning issues related to insurance coverage, pension benefits, Social Security, Medicare, and workplace benefit programs to support well-rounded recommendations.</p><p>• Examine estate planning materials, summarize relevant findings for clients and advisors, and identify follow-up actions involving beneficiaries, ownership arrangements, and legal coordination.</p><p>• Prepare clear planning insights and supporting analyses that help clients understand available options and make informed financial decisions.</p><p><br></p><p>For immediate consideration contact Mark, mark.loiacano@roberthalf</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite</strong></p><p> </p><p>A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space.</p><p> </p><p>This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a Production Planner to help coordinate manufacturing activity and keep production moving efficiently in Sonoma County, California. This role focuses on building practical schedules, monitoring job status, and working closely with operations, engineering, and manufacturing teams to support reliable delivery performance. The ideal candidate brings strong planning ability, attention to detail, and the judgment to adapt quickly as priorities shift in a fast-paced production environment.</p><p><br></p><p>Responsibilities:</p><p>• Create and update production plans that align shop capacity, material readiness, and customer delivery commitments.</p><p>• Work closely with manufacturing and operations teams to revise schedules, release work in the proper sequence, and keep production on track.</p><p>• Review order status and delivery concerns, then take timely action to reduce delays and maintain schedule performance.</p><p>• Analyze production flow and planning data to identify constraints, improve forecast accuracy, and support smoother execution.</p><p>• Verify the availability of components and finished items needed to support daily and upcoming production requirements.</p><p>• Research job, order, and shipment discrepancies, resolve issues affecting fulfillment, and help prevent repeat problems.</p><p>• Prepare complete job documentation packages, including drawings, instructions, and required checklists for the production team.</p><p>• Monitor open work orders, record job progress, and complete daily closure activities with accurate documentation.</p><p>• Maintain organized production records by filing, scanning, and tracking completed reports and related documents.</p><p>• Contribute to process improvements and support planning activities within ERP systems such as Syteline or similar platforms as needed.</p>
We are looking for a skilled Planner or Associate Planner to join our team in Dallas, Texas. In this role, you will play a pivotal part in providing financial analysis and modeling, offering insights that support strategic decision-making. The ideal candidate will thrive in a client-facing environment and be eager to contribute to business growth through proactive engagement with the market.<br><br>Responsibilities:<br>• Conduct in-depth financial analysis and develop financial models to support business objectives.<br>• Perform variance analysis to identify trends and provide actionable recommendations.<br>• Utilize advanced data mining techniques to extract valuable insights from complex datasets.<br>• Collaborate with clients to understand their needs and deliver tailored financial solutions.<br>• Assist in selling services and building strong market relationships to drive business growth.<br>• Prepare detailed reports and presentations that effectively communicate financial findings.<br>• Support ad hoc financial analysis requests to address immediate business challenges.<br>• Maintain a client-focused mindset to ensure exceptional service delivery.<br>• Stay updated on industry trends and apply relevant knowledge to enhance planning strategies.
<p>We are looking for a Buyer Planner to support procurement and supply chain activities in Kailua Kona, Hawaii. This position focuses on aligning purchasing decisions with operational demand, maintaining organized requisition workflows, and helping ensure materials are available when needed. The ideal candidate brings strong analytical judgment, a solid understanding of procurement practices, and the ability to translate business needs into effective purchasing plans. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling Erica Huggins at 808.452.0256.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate material and supply needs by reviewing demand patterns, business priorities, and inventory requirements to support timely purchasing decisions.</p><p>• Create and manage purchase requisitions and related procurement documentation with accuracy and strong attention to detail.</p><p>• Coordinate with internal stakeholders to clarify product, quantity, and timing needs so purchasing activity reflects actual operational requirements.</p><p>• Combine requests across teams or categories to improve buying efficiency, reduce duplication, and support more effective demand planning.</p><p>• Monitor supply chain activity and supplier performance to help maintain continuity of materials and services.</p><p>• Support forecasting efforts by analyzing historical usage, current needs, and anticipated demand to guide purchasing plans.</p><p>• Participate in contract and vendor discussions to help secure favorable terms, pricing, and delivery expectations.</p><p>• Use ERP and procurement systems, including Dynamics NAV, to track orders, maintain records, and support planning accuracy.</p>
A downtown Minneapolis law firm is seeking an experienced Estate Planning Paralegal to support its trusts and estates practice. <br> This is a great opportunity to join a long-standing, growing law firm that offers hybrid flexibility, with at least two days per week working from home. The ideal candidate has 3–10+ years of experience working in a law firm or in-house legal department, supporting estate planning, probate, and/or trust administration matters. <br> Responsibilities: Provide paralegal support to attorneys in estate planning, probate, and trust administration matters Prepare, review, and organize legal documents, correspondence, and client files Assist with the administration of probate estates and trusts, including tracking assets, deadlines, and required filings Coordinate court filings, notices, and service requirements Communicate with clients, beneficiaries, courts, and third parties as needed Maintain and update case management systems and calendars Assist with the preparation of tax-related documents, including estate and gift tax returns, as applicable Ensure compliance with court rules, filing deadlines, and firm procedures
<p>A midsized, full-service firm in north Seattle is seeking an experienced <strong>Estate Planning & Probate Paralegal</strong> to join their team.</p><p><br></p><p>The salary range for the role is 65-100k DOE plus generous additional bonus opportunities monthly and annually. The firm provides medical, dental, vision and life insurance; has a 401k with company contributions, offers 2-3 weeks PTO DOE plus additional sick time, court holidays paid and other great perks. In this position, paralegals have the flexibility to work from home 2 days per week once a successful 90 days of onboarding has been completed. </p><p><br></p><p>The role would support multiple attorneys. They goal their paralegals to meet 80 billable hours per month.</p>
<p>Robert Half Legal is partnering with a mid-sized law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+ years of experience to join their team. This Estate Planning Paralegal will be supporting attorneys handling estate planning, estate administration, and business succession planning for moderate to high net-worth clients. Experience with gift and estate tax filings is preferred. This position is paying between $75-100K plus bonus and the firm operates on a hybrid WFH schedule (2x WFH per week). In addition, the firm offers a comprehensive benefits package including medical, dental, vision, PTO, 401k (3% match), LT Disability Insurance, and more. Responsibilities of the position are below. <em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.</em></p><p> </p><p><strong><u>Estate Planning Paralegal Responsibilities:</u></strong></p><ul><li>Draft and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and Property), Living Will, Insurance Trusts, Grantor Retained Annuity Trusts, etc.</li><li>Draft flowcharts of client’s estate plan</li><li>Draft affidavits, statements, distribution and asset schedules and spreadsheets</li><li>Obtain and maintain tax identification numbers</li><li>Draft Estate and Gift tax returns</li><li>Maintain trust/estate financial records</li></ul><p> </p><p>For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at <strong><u>justin . rambert @ robert half legal com</u></strong></p>
<p>A leading firm is seeking a paralegal with 3–5 years of experience in trusts and estates and tax to support its Private Client practice in Chicago. The team is dedicated to delivering exceptional client service and values individuals who share a client-first approach.</p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><p>· Assist attorneys in all aspects of estate planning and probate matters.</p><p>· Support with the collection, distribution, reporting, and transfer of estate assets.</p><p>· Prepare inventories and asset schedules using client-provided information.</p><p>· Prepare financial and annual accounts for estates and trusts.</p><p>· Conduct public records research and prepare legal documents.</p><p>· Draft and electronically file probate pleadings and accountings using strong written communication skills to ensure accuracy and compliance.</p><p>· Prioritize workload, monitor and communicate deadlines to the group.</p><p>· Provide regular updates to attorneys and team members regarding matter statuses.</p><p>· Utilize specialized estate planning/reporting software efficiently.</p><p>· Timely and accurate entry, review, and correction of billable time entries.</p>
<p>Probate Paralegal</p><p>Location: Southwest Florida</p><p>A well-established and highly respected law firm is seeking an experienced Probate Paralegal to join its team. This is a key, hands-on role supporting estate and trust administration matters, ideal for someone who thrives in a detail-oriented environment and enjoys working closely with clients through sensitive matters.</p><p><br></p><p>The Role</p><p>• Manage probate and estate administration matters from start to finish</p><p>• Draft and prepare probate filings and supporting legal documents</p><p>• Assist with asset collection, valuation, and distribution</p><p>• Track and manage creditor claims and deadlines</p><p>• Support preparation of estate tax filings, including IRS Form 706</p><p>• Communicate directly with clients, providing guidance throughout the process</p><p>• Work closely with attorneys to ensure smooth case progression</p><p><br></p><p>Schedule</p><p>• Monday–Friday, standard business hours (8:30am–5:00pm)</p><p>• 100% onsite</p><p><br></p><p>Compensation</p><p>• $60,000–$75,000 DOE (higher for strong 706 experience)</p><p>• Competitive benefits package</p><p><br></p><p>Ideal Background</p><p>• 3+ years of probate or estate administration experience</p><p>• Experience preparing IRS Form 706 strongly preferred (highly valued skill set)</p><p>• Strong organizational skills and attention to detail</p><p>• Ability to manage deadlines and work independently</p><p>• Professional, client-focused communication style</p><p>• Experience with fiduciary accounting is a plus</p><p><br></p><p>Benefits</p><p>• Medical, dental, and vision insurance</p><p>• 401(k) retirement plan</p><p>• Paid time off and holidays</p><p>• Continuing education and professional development support</p><p>• Stable, team-oriented work environment</p><p><br></p><p>Why Join</p><p>• Long-standing firm with exceptional employee retention</p><p>• Collaborative and supportive team culture</p><p>• Opportunity to specialize in a high-demand practice area</p><p>• Meaningful, client-facing work with real impact</p><p>• Stable environment with strong long-term career potential</p><p><br></p><p>To be considered for this opportunity, please submit your resume in confidence to Amanda Carrazana via LinkedIn.</p>
<p>Family Law Paralegal</p><p>Brandon, FL | Established, team-oriented family law practice</p><p><br></p><p>A well-established family law firm is seeking an experienced Family Law Paralegal to join its supportive and collaborative team. This is a great opportunity for someone who enjoys hands-on involvement in cases, values a strong team culture, and wants to play a meaningful role in guiding clients through important life transitions.</p><p><br></p><p>The Role</p><p>• Support attorneys in a variety of family law matters from start to finish</p><p>• Draft pleadings, motions, and client correspondence</p><p>• Prepare financial affidavits and required disclosures</p><p>• Coordinate hearings, mediations, and depositions</p><p>• Maintain organized case files and track important deadlines</p><p>• Handle e-filing and assist with day-to-day case progression</p><p>• Communicate regularly with clients, courts, and opposing counsel</p><p>• Work proactively to keep cases moving forward</p><p><br></p><p>Schedule</p><p>• Monday–Friday, full-time</p><p>• 100% onsite (hybrid flexibility may be available over time)</p><p><br></p><p>Compensation</p><p>• $50,000–$80,000 DOE</p><p>• Discretionary bonus</p><p><br></p><p>Ideal Background</p><p>• 3+ years of family law experience in Florida</p><p>• Comfortable managing cases with a level of independence</p><p>• Strong organizational and communication skills</p><p>• Detail-oriented with the ability to manage multiple matters</p><p>• Experience with case management software is a plus</p><p>• Professional, empathetic approach when working with clients</p><p><br></p><p>Benefits</p><p>• Health insurance contribution</p><p>• 401(k) with employer contribution</p><p>• Paid time off and holidays</p><p>• Team-oriented office with regular staff events and recognition</p><p>• Stable environment with long-term growth potential</p><p><br></p><p>Why Join</p><p>• Supportive, close-knit team environment</p><p>• Opportunity to take ownership of your work and grow your skillset</p><p>• Meaningful, client-focused work</p><p>• Positive office culture that values teamwork and work ethic</p><p><br></p><p>To be considered for this opportunity, please submit your resume in confidence to Amanda Carrazana via LinkedIn.</p>
We are looking for a skilled Paralegal to join our team in New Haven, Connecticut. This role focuses on supporting attorneys with residential and commercial real estate transactions from initial contracts through closing. The ideal candidate will excel in managing deadlines, ensuring compliance with state regulations, and maintaining effective communication with all parties involved in the process.<br><br>Responsibilities:<br>• Oversee real estate transactions, ensuring all phases from contract signing to post-closing are completed accurately and efficiently.<br>• Monitor contractual deadlines, contingencies, and essential dates to ensure compliance.<br>• Maintain regular communication with clients, lenders, real estate agents, title companies, and attorneys to facilitate smooth transactions.<br>• Coordinate title searches, municipal reports, and tax information, resolving any issues or discrepancies.<br>• Prepare closing documents such as settlement statements, conveyance documents, and lender packages while confirming accuracy.<br>• Collaborate with attorneys to address title issues, liens, or encumbrances, ensuring timely resolutions.<br>• Ensure proper recording of deeds, mortgages, and related documents with municipal offices.<br>• Draft Connecticut-specific legal documents, affidavits, and adjustment statements for taxes, utilities, and fees.<br>• Provide clients with detailed explanations of closing processes and required documentation.<br>• Assemble post-closing binders and track outstanding items like releases, escrow holdbacks, or unresolved matters.
We are looking for a Paralegal to join a Services team on a contract basis. This position supports attorneys through the full litigation lifecycle, from early case development through trial readiness. The ideal candidate is organized, responsive, and comfortable handling multiple priorities in a fast-paced legal environment.<br><br>Responsibilities:<br>• Draft, format, and file litigation documents, including pleadings, motions, and related court submissions with close attention to accuracy and deadlines.<br>• Conduct legal citation and case law verification using Shepardizing and other research methods to support attorney strategy and filings.<br>• Coordinate discovery activities by organizing document production, tracking requests and responses, and maintaining complete case records.<br>• Assist with trial preparation by assembling exhibits, preparing binders, coordinating witness materials, and supporting attorneys before and during proceedings.<br>• Maintain case information in case management software, ensuring documents, deadlines, and litigation updates are recorded consistently.<br>• Monitor court calendars and litigation timelines to help the legal team stay on schedule for hearings, filings, and other case milestones.
We are looking for a skilled Paralegal to support estate planning and probate matters in New Haven, Connecticut. This position works closely with attorneys and clients to prepare legal documents, manage filings, and keep matters moving efficiently through each stage of planning and administration. The ideal candidate brings strong organizational abilities, sound judgment when handling sensitive information, and practical experience with Connecticut probate processes.<br><br>Responsibilities:<br>• Prepare and update estate planning materials such as wills, trusts, powers of attorney, and advance health care documents under attorney supervision.<br>• Assemble supporting records, including asset summaries, beneficiary information, and related planning documentation needed for complete client files.<br>• Help carry out estate plans by coordinating signing appointments, witnessing, notarization, and trust funding activities in accordance with Connecticut requirements.<br>• Draft, organize, and submit probate filings, including petitions, inventories, accountings, affidavits, and other court-related documents.<br>• Track court dates and filing deadlines, maintain reliable reminder systems, and follow up with Connecticut Probate Courts as matters progress.<br>• Support estate and trust administration by collecting financial information, monitoring expenses and distributions, and preparing correspondence for beneficiaries and fiduciaries.<br>• Communicate with banks, accountants, appraisers, clients, trustees, and executors to gather information and move files forward.<br>• Maintain accurate electronic and physical records while preserving confidentiality across all personal, legal, and financial documents.<br>• Assist attorneys with legal research, case preparation, and resolution of routine probate administration issues as needed.
We are looking for an experienced Litigation Paralegal to join our dedicated team in Providence, Rhode Island. This role is integral to supporting a busy plaintiff-side practice focused on medical malpractice and personal injury cases. The ideal candidate will have a sharp eye for detail, strong organizational skills, and a proven ability to manage complex case files from intake to trial.<br><br>Responsibilities:<br>• Draft and respond to discovery requests, including interrogatories, requests for production, and requests for admission.<br>• Assist attorneys in developing and organizing discovery strategies and responses.<br>• Request, track, and obtain medical records and billing information from healthcare providers, hospitals, and third-party vendors.<br>• Analyze and summarize large volumes of medical records and billing documents, creating detailed medical chronologies and case summaries.<br>• Maintain and organize case files, ensuring both electronic and physical records are accurate and complete.<br>• Prepare for trial by coordinating exhibits, subpoenas, witness files, and trial binders.<br>• Collaborate with clients, medical experts, and opposing counsel to gather and exchange necessary information.<br>• Monitor and manage deadlines to ensure compliance with court rules and discovery schedules.<br>• Provide support during trial proceedings, including managing documentation and logistics.
<p>Robert Half is partnering with a growing plaintiffs’ class action litigation firm that is seeking a full-time Paralegal to join its data privacy and consumer protection practice. This is an excellent opportunity for a legal professional who thrives in a fast‑paced environment and enjoys meaningful, mission-driven work. The firm is collaborative, and high-performing, handling a robust caseload in both state and federal courts against large regional, national, and Fortune 500 companies. The position is fully remote, though candidates located in the Chicago area are preferred.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Create and maintain client and case files using legal case management software.</li><li>Draft, review, and file routine legal documents.</li><li>Communicate with attorneys and paralegals regarding case statuses, filings, docketing, and client intakes.</li><li>Prepare agendas and participate in team calls.</li><li>Assist with administrative tasks such as calendaring, docketing, mail coordination, and occasional phone line coverage.</li><li>Serve as a resource for the paralegal team for technical and procedural matters.</li><li>Manage ongoing communication with potential and current clients, including intake and vetting of new leads.</li><li>Coordinate with co‑counsel and defense counsel as needed.</li><li>Explain procedures and documentation such as engagement letters to clients.</li></ul><p><br></p><p><br></p>
We are looking for a skilled and detail-oriented Paralegal to join our team in Saint Louis, Missouri. In this role, you will support attorneys in various aspects of insurance defense litigation, including discovery, trial preparation, and civil case management. This position offers an excellent opportunity to work in a collaborative and fast-paced legal environment.<br><br>Responsibilities:<br>• Assist attorneys with discovery processes, including document review and organization.<br>• Support civil litigation efforts by drafting pleadings, motions, and other legal documents.<br>• Prepare trial materials such as exhibits, case files, and witness lists.<br>• Manage case-related data using case management software to ensure accurate and efficient handling.<br>• Review and analyze medical records to support insurance defense cases.<br>• Conduct legal research and compile findings to aid in case strategy.<br>• Coordinate with clients, witnesses, and other parties involved in litigation.<br>• Organize and maintain case files, ensuring all documentation is up-to-date.<br>• Monitor deadlines and ensure compliance with court requirements.
<p>Robert Half is looking for a Litigation Paralegal to join a reputable law firm in Milwaukee, Wisconsin. In this role, you will provide critical support to attorneys throughout all stages of litigation, including case preparation, trial execution, and post-trial activities. This position also involves managing the full eDiscovery lifecycle, ensuring best practices are applied to the identification, preservation, review, and production of electronically stored information.</p><p><br></p><p>Responsibilities:</p><ul><li>Prepare and organize legal documents such as briefs, subpoenas, witness disclosures, and exhibits under attorney supervision.</li><li>Support attorneys in managing discovery processes, court filings, and litigation-related tasks.</li><li>Oversee electronic document databases and eDiscovery platforms to ensure data accuracy and accessibility.</li><li>Develop and maintain consistent eDiscovery workflows, documentation, and best practices.</li><li>Collaborate with vendors for litigation and eDiscovery services, including forensic investigations and trial support.</li><li>Stay updated on advancements in eDiscovery technology and litigation trends, particularly in Artificial Intelligence.</li><li>Assist in trial preparation and presentation, ensuring all materials and exhibits are ready and accessible.</li><li>Manage case-related deadlines and schedules to ensure timely and efficient completion of litigation tasks.</li><li>Coordinate with internal teams and external clients to facilitate smooth case management and communication.</li><li>Contribute to post-trial documentation and follow-up activities as needed.</li></ul>
<p>Robert Half is seeking a Litigation Paralegal to join a reputable law firm in Chicago, Illinois. The ideal candidate will have substantial litigation experience and a strong background in managing legal documentation and trial preparation. This role offers an opportunity to work closely with dedicated attorneys to make a meaningful impact on behalf of the firm's clients.</p><p><br></p><p>Responsibilities:</p><ul><li>Organize and maintain legal files to ensure all records are accurate and easily accessible.</li><li>Draft a variety of legal documents, including pleadings, disclosures, interrogatories, discovery requests, and motions.</li><li>Support attorneys with trial preparation, including the execution and management of necessary documentation.</li><li>Communicate regularly with clients to address inquiries and provide updates, while also coordinating with experts as needed.</li><li>Assist with general legal support tasks, ensuring efficient workflow and adherence to legal standards.</li><li>Manage incoming and outgoing correspondence through both electronic and paper-based communication channels.</li><li>Initiate and monitor the progress of medical records requests to support ongoing cases.</li><li>Review, analyze, and organize large volumes of medical and legal records for litigation purposes.</li><li>Ensure all medical documents are updated, accurate, and meet necessary requirements for legal proceedings.</li></ul>
We are looking for a Paralegal to support legal operations for a construction and contractor-focused organization in Chicago, Illinois. This Contract position will assist attorneys with litigation support, document coordination, and day-to-day legal administration while helping keep matters organized and moving forward. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage competing priorities in a fast-paced environment. <br> Responsibilities: • Maintain accurate records in legal matter and document management systems, ensuring files are organized and up to date. • Review and route incoming legal correspondence, including service of process materials, and take appropriate action on time-sensitive requests such as subpoenas. • Provide daily support to litigation and employment counsel through administrative coordination and legal support activities. • Help manage legal hold processes and support discovery efforts by gathering information and coordinating materials for review. • Work with outside service providers to facilitate discovery-related tasks, document production, and other case support needs. • Assist with subpoena responses and related documentation while tracking deadlines and maintaining compliance. • Contribute to case organization and trial preparation activities by assembling records, monitoring status updates, and supporting attorney workflows. • Offer support for intellectual property or marketing-related legal reviews when needed, including opportunities to expand in these areas. <br> The pay range for this position is 27 to 33. Benefits available to contract/contract professionals, include medical, vision, dental, and life and disability insurance. Hired contract/contract professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. <br> Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.
<p>A Minneapolis-based private investment firm is seeking a Legal Operations Analyst to support its in-house legal function and related business teams. This role focuses on corporate governance, entity management, and legal operations infrastructure within a fast-paced, transaction-oriented environment. The ideal candidate brings strong process discipline, excellent attention to detail, and experience supporting investment or financial services platforms.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the formation, maintenance, and governance of U.S. and international legal entities</li><li>Serve as owner of entity management processes, including records, filings, organizational data, and structure charts</li><li>Maintain corporate governance materials such as board calendars, consents, appointments, ownership records, and related documentation</li><li>Track and oversee recurring legal obligations, deadlines, and deliverables across the organization</li><li>Coordinate NDA workflows, including intake, execution, and records management</li><li>Develop, standardize, and improve legal workflows, templates, and documentation practices</li><li>Support outside counsel management, including invoice review, budget tracking, and spend monitoring</li><li>Assist with technology-enabled legal operations tools and process improvements</li><li>Provide transactional support for deal closings and investor-related matters, including document execution and file management</li><li>Support regulatory filings, compliance-related requests, and AML/KYC inquiries</li><li>Contribute to special projects and operational initiatives as needed</li></ul><p><br></p>
Trust & Estate Administration Paralegal<br><br>We are seeking a detail-oriented Trust & Estate Administration Paralegal with 3+ years of experience to support attorneys in the administration of trusts and estates. This role is primarily focused on post-death administration, asset management, and client coordination rather than litigation. The ideal candidate is highly organized, client-focused, and experienced in managing the administrative lifecycle of estates and trusts.<br><br>Key Responsibilities<br>Assist with all aspects of trust and estate administration, including both probate and non-probate matters<br>Prepare and file routine probate documents (applications, inventories, accountings, and closing documents)<br>Coordinate collection, valuation, and transfer of estate and trust assets<br>Facilitate trust funding and administration, including reviewing trust assets and aligning with governing documents<br>Communicate regularly with clients, trustees, beneficiaries, financial advisors, and custodians<br>Track and manage key deadlines, including court filings, tax filings, and required distributions<br>Assist in the preparation of estate inventories and fiduciary accountings<br>Support preparation and organization of materials for estate tax returns and fiduciary income tax returns (in coordination with CPAs)<br>Prepare correspondence and documentation related to distributions and beneficiary communications<br>Maintain and organize detailed client files and administration records<br>Assist with obtaining EINs, opening estate/trust accounts, and coordinating with financial institutions<br>Qualifications<br>3+ years of experience in trust and estate administration <br>Working knowledge of probate processes and trust administration procedures<br>Experience handling asset transfers, funding, and beneficiary distributions<br>Familiarity with estate and fiduciary accounting concepts<br>Basic understanding of estate and fiduciary tax reporting processes<br>Proficiency in Microsoft Office (Word, Excel, Outlook) and legal/accounting software<br>Strong organizational skills with the ability to manage multiple administrations simultaneously<br>Excellent communication skills with a client-service mindset<br>High level of discretion when handling sensitive financial and family matters<br>Education & Certifications<br>Paralegal certificate or equivalent work experience required<br>Bachelor’s degree preferred<br>Preferred Experience<br>Familiarity with trust accounting or wealth management platforms<br>Experience coordinating with CPAs, financial advisors, and custodians<br>Compensation & Benefits<br>Competitive salary based on experience<br>Comprehensive benefits package (medical, dental, vision, 401(k))<br>Paid time off and holidays<br>If you are qualified for this position, please send your resume to Director, mala.saraogi@roberthalf[dot][com] for immediate consideration!