Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
LPL Financial is seeking a Paralegal to support our Early Dispute Resolution Group with general paralegal and administrative duties. The Early Dispute Resolution Group (“EDR”), is a part of LPL’s Legal, Policy and Community Impact ("LPC'). The successful candidate will work collaboratively with others in a team-oriented, fast-paced environment. The Paralegal will be responsible for providing day-to-day paralegal support to attorneys in EDR located in Boston, Fort Mill, SC or San Diego CA. as they address customer complaints and ensure timely required regulatory reporting.
Responsibilities:
Support attorneys charged with responding to customer complaints and inquiries including tracking, facilitating required regulatory filings, ordering documents and routine handling from receipt through response and closure.
Input and track all critical and procedurally important dates In Passport to ensure timely regulatory reporting.
Coordinate with other departments or business units in requesting information related to specific matters and follow-up on responses.
Ensure that relevant documents critical to the resolution of matters are obtained and tracked, perform substantive document review
Correspond with advisors and clients as it relates to inquiries, questions or other specific concerns.
Prepare reports on matters as requested by attorneys; review matters and timely drafting preliminary responses or closing memoranda.
Assist attorneys with administrative duties file creation, organization and maintenance, research, document productions, indexing documents produced and received, etc.
Actively participate in department projects and initiatives and complete other duties as assigned.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
Currently enrolled in an Undergraduate degree program with an expected graduation date of December 2028 or May 2028
Interest in Government Relations and Political Science Industry
Offer is contingent upon successful background screening and agreement to be local to the Fort Mill, SC office - Selected candidates will operate out of the office working on a hybrid schedule (2-3 days in office)
Core Competencies :
Self- starter with solid judgement, proactive, must be able to set priorities, plan, organize and accomplish tasks, often within strict time limitations.
Excellent time management, organizational, writing and communication skills.
Preferences :
Ability to work independently and effectively to meet deadlines, including the ability to effectively assess, prioritize and manage shifting responsibilities.
Strong MS Office skills including Word, Excel, PowerPoint and Outlook and aptitude to quickly learn new systems. Experience with legal technology a plus.
Ability to interact and communicate across all business lines, and with internal and external customers.
Paralegal or comparable certification preferred but not required.
Degree level qualification of bachelor’s degree or equivalent a plus.
Summer Internship Schedule :
Full- time program for 10 weeks in the summer of 2027; Monday through Friday during dayshift for 40 hours a week
Interns should plan to participate the entire program. Program dates: June 1, 2027-August 6, 2027
Disclaimer for international students:
For our…