Legal Operations Paralegal

CI Financial•Miami, FL

23h•Onsite

About The Position

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.

Requirements

Associate or Bachelor degree required
Paralegal Certificate strongly preferred
3–5 years of experience in legal operations, legal process management, or supporting enterprise legal teams
Strong understanding of legal operations, including eBilling, matter management, and technology‑enabled legal workflows
Experience administering or supporting legal technology platforms (e.g., eBilling, matter management, CLM, or related systems)
Demonstrated ability to manage complex legal process requests, including subpoenas and regulatory inquiries
Excellent organizational, analytical, and multitasking skills with exceptional attention to detail and accuracy
Strong written and verbal communication skills, including the ability to collaborate cross‑functionally and support trainings or user adoption initiatives
High level of discretion and professionalism in handling sensitive and confidential information
Strong work ethic and ability to prioritize effectively in a fast‑paced environment
Proficiency with legal research tools and relevant software
Strong interpersonal skills and ability to work collaboratively in a team environment
Experience at a financial services firm strongly preferred
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.
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.

Nice To Haves

Paralegal Certificate strongly preferred
Experience at a financial services firm strongly preferred

Responsibilities

Serve as a key contributor to legal operations and legal technology initiatives, including system evaluations, implementations, upgrades, and vendor evaluations, from requirements gathering through go-live.
Support the evaluation, responsible use, and ongoing optimization of AI and automation tools within the Legal function, including assisting with pilots, vendor coordination, governance considerations, and workflow enhancements.
Partner cross-functionally with Legal, Procurement, Finance, and Compliance teams to improve spend visibility, budget tracking, accruals, and operational consistency across legal processes.
Support M&A and post‑acquisition integration efforts, including legal systems integration, matter and data migration, vendor alignment, and process standardization.
Lead special projects, audits, and continuous improvement initiatives.
Oversee and manage responses to third-party subpoenas, garnishments, and data requests, ensuring timely, accurate, and compliant production in coordination with Litigation, Compliance, and Data Analytics teams.
Support regulatory and enforcement-related workflows, including intake, analysis, documentation, and response coordination.
Track legal process metrics and contribute to reporting, quality assurance, and process standardization initiatives.
Coordinate project communications with internal stakeholders and outside counsel, including written communications, training materials, office hours, and user adoption support.
Administer matter management and eBilling platforms, including system configuration, user support, and ongoing optimization of workflows and reporting.
Support Legal Operations eBilling strategy by reviewing outside counsel invoices, including multi-currency billing, ensuring compliance with billing guidelines, and maintaining accurate matter setup and data integrity.
Assist with the development of standard operating procedures, playbooks, and internal training materials.
Provide supplemental paralegal support across practice areas during peak workload periods.
Support intellectual property, and compliance initiatives as needed.
Assist with additional ad hoc duties as needed