Legal Document Specialist at Strategy Financial Insurance, LLC – Phoenix, Arizona

Legal Document Specialist

Strategy Financial Group
Full-Time | On-Site | Peoria, AZ
Compensation: $55,000 - $60,000

Strategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with our clients. We take a thoughtful, personalized approach to financial planning, combining strategy, clarity, and genuine care.

We are seeking a Legal Document Specialist to join our growing team and support our team in delivering exceptional, high-touch client experiences. This is a full-time, on-site role for someone who is organized, detail-oriented, service-minded, and energized by being a key part of a close-knit, professional team. This position is located in our Peoria office, but will occasionally travel to our offices in Chandler and Phoenix to provide white-glove service to our clients.

Why Work at Strategy Financial GroupMarket-competitive compensation

Weekly half-day Fridays, supporting work–life balance

A culture of trust, autonomy, and ownership

Professional, collaborative, and people-first environment

Stable, growing firm with long-term career opportunity

The Legal Document Specialist is principally responsible for efficiently preparing and reviewing quality legal documents. The Specialist works with the Service and Sales Teams to coordinate production and timely delivery of accurate, legally sustainable estate planning documents and processing additional documents as necessary.

What You’ll DoResponsible for drafting legal estate planning documents that are legally sustainable and to the defined specifications of each member using approved document templates.

Ensures legal documents are complete and accurate prior to delivery to estate planning attorneys.

Review of format, content, dates, names, personally identifiable information (PII), grammar, etc.

Manages assigned caseload and ensures the preparation and delivery of all legal documents within established business standards.

Maintains notes and member records in the Salesforce system.

Coordination with estate planning attorneys

Scheduling appointments with clients for document presentation

Perform other job-related duties as assigned.

What We’re Looking ForMust be able to handle multiple tasks simultaneously

Ability to prioritize projects and manage time

Strong organizational skills

Attention to detail

Proofread with a high degree of accuracy

Excellent verbal and written communication skills, including diplomatic resolution skills

Strong typing and 10-key ability with a high degree of accuracy

Good-natured, positive attitude

Consistent follow-through

Ability to work effectively in various team environments

Work independently and proactively to meet business & personal goals

Minimum Requirements:

High School Diploma or GED

2+ years of administrative work experience

Prior experience in a law firm

Certified Legal Document Preparer (CLDP)

Proficiency with MS Office and the ability to learn new software quickly

Able to attend two evening events per month

Preferred Requirements:

College degree

Paralegal Certification

2+ years of legal document preparation experience

2+ years of estate planning experience

Experience in a professional services or financial services environment

Prior experience with wealth.com

Compensation & BenefitsAnnually: $55,000 to $60,000

Paid Time Off

Health Insurance: Eligible

Work Schedule: Full-time with half-day Fridays every week

Culture: Professional, collaborative, and supportive team environment

Thank you for your interest in the Legal Document Specialist role for Strategy Financial Group. Please take a moment to explore our website www.strategyfinancialgroup.com and view the services we provide. If you feel that you have the skills it takes for the position’s responsibilities listed, please apply today!