Legal Operations Paralegal

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.

Responsibilities

The essential functions include, but are not limited to, the following:

• 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

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

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 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.