Document Preparation Specialist

Key Responsibilities

• Complete and populate legal document templates, including letters, notices, forms, and pleadings, using information provided by the legal team.
• Accurately enter, review, and verify data from account records, intake forms, and case files into document templates and internal systems.
• Proofread completed documents to ensure accuracy, consistency, formatting compliance, and completeness before routing for review.
• Monitor document workflows and queues; identify missing or inconsistent information and coordinate with appropriate team members to resolve issues.
• Organize, maintain, and file electronic and physical documents in accordance with company procedures and recordkeeping standards.
• Prepare documents for mailing, electronic submission, or internal distribution as directed.
• Assist with maintaining and updating document templates and notify the legal team of formatting issues or discrepancies.
• Handle sensitive customer, account, and legal information with a high degree of confidentiality and professionalism.
• Provide general administrative and clerical support to the legal department as needed.

Requirements

• High school diploma or equivalent.
• Exceptional attention to detail and accuracy, particularly with data entry and proofreading.
• Strong typing and computer skills; proficiency with Microsoft Word, Excel, and Outlook.
• Ability to follow detailed written instructions and templates precisely and consistently.
• Strong organizational skills and the ability to manage a high volume of documents and deadlines.
• No prior legal experience, paralegal certification, or degree required.

Preferred

• Prior administrative experience a plus in a legal, financial services, or collections office environment.
• Familiarity with document management, case management, or mail-merge/forms-based software.
• Experience working with high-volume, deadline-driven document processing.

Details:

Reports To: SVP of Training and Projects
Location: Phoenix, AZ metro area, 5 days in-office
Employment Type: Contract-to-Hire
Schedule: Monday–Friday, 7:00 am to 4:00 pm business hours
Benefits: Available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans.