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
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is https://www.kpsinc.net.Company H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships, with 105 in 2025, 74 in 2024, 62 in 2023, 105 in 2022, 82 in 2021, 73 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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