Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Full legal disclosures: https://www.corient.com/privacy-policy

Industry: Financial Services
Company Size: 201-500 employees

Corient

Savvy Admin PROD

**Join a team that values your ambition and empowers your growth**

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

We are looking for an exceptional paralegal to join our legal team. To be successful in our group, you must be a meticulous, highly motivated self-starter with strong time management and communication skills. You will manage a wide variety of concurrent tasks with varying deadlines regarding corporate transactions, contract support and legal department operations. This is an important role in a high functioning legal group operating in a fast-paced environment. This is a full-time, in-person position based in Miami, Florida.

**Responsibilities**

- Support our robust M&A activity, from due diligence, through signing and closing, to managing and tracking post-closing items

- Work closely with our attorneys to draft, review, and manage a wide range of legal documents

- Triage inbound legal requests to provide appropriate guidance and further direction

- Track and manage legal accruals in coordination with outside counsel and internal finance teams

- Oversee the administration of the legal team’s eBilling platform, including invoice review, matter setup, and vendor support

- Conduct legal research and summarize legal documents for multiple attorneys or other members of the legal department

- Support legal operations initiatives, including playbook updates, template maintenance, and process improvements

- Own department mail management – read, sort and distribute incoming mail; ensure outgoing mail is sent timely

- Assist with various legal projects and additional ad hoc duties as needed

**Requirements**

- Associate or bachelor's degree

- Professional paralegal certification

- 3-5 years of experience, preferably split between a law firm and in-house

- Strong work ethic

- Ability to multitask and prioritize tasks effectively in a fast-paced environment

- Excellent organizational and time management skills

- Exceptional attention to detail and accuracy

- Strong written and verbal communication skills

- Ability to handle sensitive and confidential information with the utmost discretion

- Proficient using legal research tools and software

- Strong interpersonal skills and ability to work collaboratively in a team

- Experience at a financial services firm is a big plus

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

**Physical Requirements**

- This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

- This position may require the ability to lift up to 15 pounds.

- This position is required to work onsite 4 days per week.

**U.S. Eligibility Requirements**

- Must be 18 years of age or older.

- Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

**What You Can Expect From Us**

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

- 401(k) Plan with Employer Matching

- Four Medical Plan options that is generously subsidized by Corient

- Employer paid Dental, Vision & Life and AD&D Insurance

- Employer paid Short-term & Long-term Disability

- Paid Maternity & Parental Leave

- Flexible Spending Accounts & Health Savings Accounts

- Dependent Care FSA

- Commuter & Transit FSA

- Corporate Discount Program - Perkspot

- Training Reimbursement

- Paid Professional Designations

- Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

**Physical Requirements**

- This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

- This position may require the ability to lift up to 15 pounds.

- This position is required to work onsite 4 days per week.

**U.S. Eligibility Requirements**

- Must be 18 years of age or older.

- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

**What You Can Expect From Us**

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

- 401(k) Plan with Employer Matching

- Four Medical Plan options that is generously subsidized by Corient

- Employer paid Dental, Vision & Life and AD&D Insurance

- Employer paid Short-term & Long-term Disability

- Paid Maternity & Parental Leave

- Flexible Spending Accounts & Health Savings Accounts

- Dependent Care FSA

- Commuter & Transit FSA

- Corporate Discount Program - Perkspot

- Training Reimbursement

- Paid Professional Designations

- Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Paralegal

Find Paralegal jobs in Miami-Fort Lauderdale Area with Savvy's AI Recruiter. Browse opportunities from top companies and get matched with roles that match your skills using our intelligent recruitment system.