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Financial Services Paralegal Jobs (NOW HIRING)

... financial services. * Paralegal certification. * Ability to collaborate across departments and interpret and communicate complex legal or regulatory topics clearly. * Strong analytical skills.

... financial services. * Paralegal certification. * Ability to collaborate across departments and interpret and communicate complex legal or regulatory topics clearly. * Strong analytical skills.

... financial services. * Paralegal certification. * Ability to collaborate across departments and interpret and communicate complex legal or regulatory topics clearly. * Strong analytical skills.

... financial services. * Paralegal certification. * Ability to collaborate across departments and interpret and communicate complex legal or regulatory topics clearly. * Strong analytical skills.

... financial services. * Paralegal certification. * Ability to collaborate across departments and interpret and communicate complex legal or regulatory topics clearly. * Strong analytical skills.

Paralegal

Riverside, CA · On-site

$25 - $28/hr

We are seeking a highly organized and detail-oriented Paralegal to support financial services and our bail bonds operations. The ideal candidate will be proficient in handling court documents ...

Bachelor's degree or equivalent combination of education and experience; paralegal certification is ... Experience in financial services or another regulated industry is a plus. Nice to have:

Paralegal

Melbourne, FL · On-site

$75K - $77K/yr

Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. As the Paralegal at our Melbourne Headquarters, you will provide comprehensive ...

Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. As the Paralegal at our Melbourne Headquarters, you will provide comprehensive ...

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Showing results 1-20

Financial Services Paralegal information

See salary details

$33K

$59.7K

$89K

How much do financial services paralegal jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial services paralegal in the United States is $59,731.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $68,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Services Paralegal, and why are they important?

To thrive as a Financial Services Paralegal, you need a solid understanding of financial regulations, legal research, document preparation, and typically a paralegal certificate or associate’s degree in paralegal studies. Familiarity with legal management software, e-filing systems, and compliance platforms is often required. Strong attention to detail, analytical thinking, and effective communication are standout soft skills in this field. These skills and qualifications ensure accurate legal documentation, regulatory compliance, and efficient support for attorneys and clients in the complex financial services industry.

What are Financial Services Paralegals?

Financial Services Paralegals are legal professionals who assist attorneys and law firms specializing in the financial industry, such as banking, investment, insurance, and securities. Their responsibilities often include preparing legal documents, conducting regulatory research, assisting with compliance matters, and managing case files related to financial transactions or disputes. They play a crucial role in helping legal teams ensure that their clients adhere to financial regulations and industry standards. Their expertise helps streamline legal processes and supports attorneys in providing effective representation to clients in the financial sector.

What are some common challenges faced by Financial Services Paralegals when supporting regulatory compliance matters?

Financial Services Paralegals often work with complex and evolving regulatory frameworks, which means staying current with frequent changes in laws and industry standards can be challenging. They are regularly tasked with reviewing and preparing documentation for regulatory filings, ensuring accuracy and timeliness, and managing large volumes of sensitive data. Collaboration with attorneys, compliance officers, and business units is essential to coordinate responses to regulatory inquiries and audits. Effective time management and attention to detail are critical to success in this fast-paced, highly regulated environment.

What is the difference between Financial Services Paralegal vs Corporate Paralegal?

AspectFinancial Services ParalegalCorporate Paralegal
CredentialsParalegal certificate, knowledge of financial regulationsParalegal certificate, corporate law knowledge
Work EnvironmentFinancial institutions, law firms specializing in financeCorporate offices, law firms handling corporate law
Employer & IndustryBanking, investment firms, financial servicesCorporations, legal firms, business entities
Common Search & ComparisonYesYes

The main difference between a Financial Services Paralegal and a Corporate Paralegal lies in their industry focus. Financial Services Paralegals specialize in financial regulations and work primarily within banking and investment sectors, while Corporate Paralegals handle general corporate law matters across various industries. Both roles require paralegal certification but differ in their specific legal knowledge and work environments.

More about Financial Services Paralegal jobs
What cities are hiring for Financial Services Paralegal jobs? Cities with the most Financial Services Paralegal job openings:
What states have the most Financial Services Paralegal jobs? States with the most job openings for Financial Services Paralegal jobs include:
What job categories do people searching Financial Services Paralegal jobs look for? The top searched job categories for Financial Services Paralegal jobs are:
Infographic showing various Financial Services Paralegal job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $59,731 per year, or $28.7 per hour.
Paralegal - Litigation

Paralegal - Litigation

UB Greensfelder LLP

Cleveland, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago


Job description

UB Greensfelder is currently seeking a full-time Litigation Paralegal as part of our Business Litigation practice group. Under the direction of attorneys, the Litigation Paralegal will be responsible for assisting in matters resulting from financial services issues, including FINRA, SEC and other state regulatory matters.

UB Greensfelder LLP is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. The firm's attorneys advise regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 specialized practice and industry groups. Renowned for its best-in-class client service and litigation excellence, UBG was named "2025 Ohio and Missouri Firm of the Year" by Benchmark Litigation and consistently earns top-tier accolades from Chambers and Partners. Established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., UB Greensfelder has quickly emerged as a super-regional powerhouse firm in the Midwest and in top-tier business centers. For more information, please visit www.ubglaw.com. Our Business Begins With You®.

Position responsibilities include:

  • Serve as the primary and/or lead paralegal on business litigation matters.
  • Assist with fact investigation and evidence development, including document collection, review, analysis, and production.
  • Prepare case summaries, reports, and court or agency filings.
  • Organize and manage deposition, motion, hearing, and trial materials, including exhibits and supporting documents.
  • Coordinate logistics for depositions, hearings, mediations, and trials with attorneys, clients, witnesses, vendors, agencies and courts.
  • Attend meetings, hearings, trials and other proceedings with attorneys, as needed, and utilize trial presentation software.
  • Conduct factual and legal research, including client and witness interviews.
  • Draft correspondence, pleadings, motions, briefs, and other case-related documents.
  • Track deadlines, maintain case calendars, and ensure timely compliance with court rules and applicable regulations.
  • Communicate with clients to gather information and provide case updates while maintaining confidentiality.
  • Create, maintain, and search case databases; manage document organization, chronologies, and production logs.
  • Assist with trial preparation and post-case file management, including records retention and file closure.


Qualified applicants will have:

  • Associate degree or Paralegal Certificate plus three to five years’ litigation experience required.
  • Experience as a financial services paralegal is strongly preferred.
  • Experience with litigation software solutions, including e-discovery platforms and exhibit and trial organization and presentation software.
  • Applicable knowledge of motions, discovery, evidence, litigation documentation, agency and court rules and procedures, practices, etc.
  • Strong written and verbal skills and the ability to communicate with all levels of personnel.
  • Advanced knowledge of Microsoft Office products is a must.

UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer a competitive compensation and benefits package, which includes medical/dental/vision, 401(k) with employer contribution, short and long-term disability plans, life insurance, well-being initiatives, and paid parental leave programs. If you desire to work in a truly people-focused environment for a firm that values its employees, then UB Greensfelder is the firm for you.

UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.