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Financial Legal Assistant Jobs in Michigan (NOW HIRING)

Our group of caring associates create financial security by helping individuals and businesses make ... Completion of a Legal Assistant or Paralegal program preferred * Ability to organize and maintain ...

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Our group of caring associates create financial security by helping individuals and businesses make ... Completion of a Legal Assistant or Paralegal program preferred * Ability to organize and maintain ...

New

Our group of caring associates create financial security by helping individuals and businesses make ... our team as a Legal Support. The position requires the following, but is not limited to:

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In this role you would assist and work with the team to partner together in managing of daily ... Preferred: 2+ years work experience in financial services related field. System querying skills.

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Financial Legal Assistant information

What is a financial legal assistant?

Financial Legal Assistants are specialized administrative professionals who support attorneys and legal teams in matters related to finance, banking, and business law. Their responsibilities often include preparing and reviewing financial documents, assisting with regulatory compliance, organizing case files, and conducting research on financial laws and regulations. They play a key role in ensuring that legal processes involving financial transactions run smoothly and efficiently. Financial Legal Assistants may work in law firms, corporate legal departments, or financial institutions.

How does a financial legal assistant typically collaborate with attorneys and financial professionals on complex cases?

Financial Legal Assistants play a key role in supporting attorneys by preparing financial documentation, conducting research, and coordinating with accountants or financial advisors. They often assist in gathering and organizing data for cases involving trusts, estates, mergers, or financial disputes. Effective communication and attention to detail are essential, as the role requires ensuring that all financial records are accurate and deadlines are met. Collaboration with both legal and financial teams is crucial to provide comprehensive support and contribute to successful case outcomes.

What are the key skills and qualifications needed to thrive as a financial legal assistant, and why are they important?

To thrive as a Financial Legal Assistant, you need a strong understanding of legal terminology, financial regulations, and administrative procedures, often supported by a paralegal certificate or relevant experience. Familiarity with legal research databases, document management systems, and financial software like Excel is typically required. Attention to detail, organization, and strong communication skills make an individual stand out in this role. These competencies are crucial for ensuring accurate legal and financial documentation, supporting attorneys effectively, and maintaining compliance in a complex regulatory environment.

What is the difference between Financial Legal Assistant vs Paralegal?

AspectFinancial Legal AssistantParalegal
CredentialsAssociate degree or certification, some legal or financial trainingAssociate degree or paralegal certificate, legal training
Work EnvironmentLaw firms, financial institutions, corporate legal departmentsLaw firms, corporate legal departments, government agencies
Employer & Industry UsageLegal and financial sectors requiring legal support with financial knowledgeLegal support roles across various industries, including finance

Financial Legal Assistants focus on legal tasks involving financial documents and transactions, often requiring financial knowledge combined with legal support skills. Paralegals provide broader legal support across various practice areas. Both roles typically require similar educational backgrounds and work in legal environments, but Financial Legal Assistants specialize in financial legal matters.

Do you need a legal degree to be a financial legal assistant?

A legal degree is not typically required to be a financial legal assistant, but relevant education such as a paralegal certificate or associate degree in legal studies is often preferred. Strong knowledge of legal and financial documents, attention to detail, and proficiency with legal software are important for the role.

What are popular job titles related to Financial Legal Assistant jobs in Michigan?

For Financial Legal Assistant jobs in Michigan, the most frequently searched job titles are:

What cities in Michigan are hiring for Financial Legal Assistant jobs?

Cities in Michigan with the most Financial Legal Assistant job openings:

Infographic showing various Financial Legal Assistant job openings in Michigan as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, and 4% Nights. Highlights an 96% In-person, and 4% Hybrid job distribution.

Social Worker Designee - Discharge Planner

Ciena Healthcare

Carson City, MI • On-site

Part-time

Medical, Dental, Vision, Life, Retirement

Re-posted 8 days ago


Ciena Healthcare rating

5.3

Company rating: 5.3 out of 10

Based on 33 frontline employees who took The Breakroom Quiz

196th of 247 rated social care providers


Job description

The Social Services Designee / Discharge Planner is responsible for coordinating and facilitating safe, timely, and appropriate discharges for residents of the skilled nursing facility. This role supports residents and families through the discharge process by addressing psychosocial needs, coordinating post-acute service, and ensuring compliance with federal, state, and local regulations. The Social Worker collaborates with the interdisciplinary team to address emotional, social, behavioral, and environmental factors that impact resident care, outcomes, and successful transitions.
Join us with an attractive benefits offering:
  • Competitive pay
  • Medical, dental, and vision insurance
  • 401K with matching funds
  • Life Insurance
  • Employee discounts
  • Tuition Reimbursement
  • Student Loan Reimbursement

Responsibilities:
  • Meet with the resident/responsible party at or shortly after admission and provide ongoing follow-up and support through discharge.
  • Collaborate with residents, families, physicians, nursing, therapy, and case management to identify discharge needs and appropriate levels of care.
  • Arrange post-discharge services including home health, durable medical equipment, hospice, outpatient services, transportation, and community resources.
  • Participate in 72-hour care plan meetings, care conferences, discharge planning meetings, and other meetings as assigned.
  • Arrange post-discharge services including home health, durable medical equipment, hospice, outpatient services, transportation, and community resources.
  • Identify and communicate potential barriers to discharge to include but not limited to housing, financial, behavioral health or care giver concerns to the Social Worker.
  • Develop an individualized discharge care plan in collaboration with the interdisciplinary team, family, and provider, assuring the resident receives the care and services that will meet their needs in the community.
  • Conduct assessments, care planning, interventions, referrals, and case management.
  • Provide discharge planning, counseling, and support services in coordination with the interdisciplinary team.
  • Contributes to the Resident's assessment (MDS/CAA's) and the development of a plan of care.
  • Assist residents and families with financial, legal, and community resource referral
  • Provide education and counseling regarding treatment options, health care decision-making, and advance directive forms.
  • Facilitate admission process by reviewing advance directives, resident rights, and facility policies.
  • Provide grief support and counseling as needed.
  • Maintain a current list of community resources and facilitate referrals (e.g., home health, hospice, transportation, financial/legal services).
  • Maintain accurate, timely, and compliant documentation in accordance with CMS, state regulations, and facility policies.
  • Participate in Quality Assurance and Performance Improvement initiatives as assigned.

Education and/or Experience:
  • High school diploma/GED
  • One or more years of experience in discharge planning, case management, or care coordination in a healthcare setting preferred.
  • Experience in a skilled nursing facility, post-acute, or long-term care environment preferred.
  • Working knowledge of discharge planning regulations, resident rights, and post-acute care resources.

Certificate, Licenses, Registrations:
  • None

Ciena Healthcare
We are a national organization of skilled nursing, subacute, rehabilitative, and assisted living providers dedicated to achieving the highest standards of care in Michigan and Ohio.
We serve our residents with compassion, concern, and excellence, believing that every one of them is a unique person who deserves our best each day that we care for them. Join us, if you have a passion for improving the lives of those around you and working with others who feel the same.
IND123
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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