The Legal Service Expert is responsible for ensuring the accurate and timely processing of legal documents in compliance with state and federal regulations. This role serves as a key liaison between internal teams and external parties, providing updates, resolving issues, and driving process improvements. Additionally, the position supports client account maintenance and contributes to firm-wide and team-level operational enhancements.

Key Responsibilities

Legal Document Processing

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.

Legal Response Development

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.

Bankruptcy Document Management

Handle all company-received bankruptcy documents with precision and confidentiality.

Respond to courts within required timeframes and ensure accuracy in completed documentation.

Coordination and Communication

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.

Required Qualifications

Bachelors degree or equivalent (4-years)

0-1 years relevant experience

Preferred Qualifications

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.

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The estimated annual salary for this role is $54,400 - $74,800. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Client Service

Line of Business  

SERVD Service Delivery