Legal Service Expert

Ameriprise Financial Services, LLC is a diversified financial services leader with a focus on client care and financial planning. The Legal Service Expert is responsible for the accurate processing of legal documents, serving as a liaison between internal teams and external parties, and ensuring compliance with regulations while supporting client account maintenance.

Responsibilities

• Complete processing of legal documents received, including but not limited to subpoenas, garnishment papers, tax levies, summons, support orders, and information requests
• Review all documents in their entirety and execute requested actions in compliance with state and federal regulations and company procedures
• Maintain accurate and detailed record-keeping for all processed documents
• Develop and maintain standardized legal response templates to ensure consistency and compliance
• Respond to judicial requests promptly while adhering to internal corporate and legal policies
• Handle all company-received bankruptcy documents with precision and confidentiality
• Respond to courts within required timeframes and ensure accuracy in completed documentation
• Coordinate legal activities related to court-generated requests with corporate office employees, field personnel, courts, and agencies
• Ensure compliance with legal requirements while safeguarding the confidential nature of all information

Skills

• Bachelors degree or equivalent (4-years)
• 0-1 years relevant experience
• Strong problem solving skills; organizational and time management skills including ability to meet tight deadlines with high degree of accuracy
• Excellent verbal, written and interpersonal communication skills demonstrated ability to maintain confidentiality/control of information
• Possess a detail orientation
• Must be effective at working independently and part of a team, when required
• Prior experience in reviewing and interpreting legal documents
• Experience articulating legal requirements
• Previous experience working as a legal assistant or paralegal, closely with courts and attorneys

Benefits

• Vacation time
• Sick time
• 401(k)
• Health, dental and life insurances

Company Overview

Company H1B Sponsorship