Paralegal - Service of Process/Legal Intake

SoFi
United States
On-site

Who this role is best for

Paralegals with litigation and subpoena experience in financial services or regulated environments will find this role in service of process and legal intake management at SoFi.

Best fit for

  • Candidates with experience in managing legal invoices and vendor relationships in law firm or in-house settings
    — “Strong background in managing legal invoices, tracking, and maintaining vendor relationships”
  • Detail-oriented professionals who can handle complex legal workflows with minimal supervision
    — “Detail-oriented and proactive mindset suited for navigating complex legal disputes”
  • Individuals with hands-on matter management experience in litigation and arbitration processes
    — “Proven hands-on experience with end-to-end matter management in law firm and in-house settings”

Things to consider

  • No remote work options available in Hawaii, Alaska, or Puerto Rico despite unspecified work arrangements
    — “We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.”
  • Fintech or financial services background is a plus, though not explicitly required
    — “Experience in fintech, financial services, or a regulated environment is a plus”

How to stand out

  • Highlight experience with litigation tracking and case management platforms like Legal Tracker or CounselLink
    — “Strong experience with litigation tracking and case management platforms (e.g., Legal Tracker, CounselLink, or similar)”
  • Emphasize prior work with in-house legal teams and cross-functional collaboration
    — “Ability to collaborate with attorneys and cross-functional stakeholders on complex legal issues”
  • Demonstrate comfort with managing multiple priorities and meeting tight deadlines
    — “Ability to manage multiple priorities simultaneously while meeting multiple, and often short, deadlines”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • proven track record of supporting law firm and in-house litigation
  • strong knowledge of legal service of process, criminal and civil subpoenas, and arbitration workflows
Typical background
4+ years of experience as a paralegal, in either a law firm or in-house legal department

Skills & requirements

Required

Paralegal CertificationLitigation TrackingCase Management PlatformsSubpoena ComplianceLegal CorrespondenceOrganizational SkillsAttention To DetailCollaboration With Attorneys

Preferred

Fintech ExperienceAml/cft OversightLegal Invoices ManagementVendor Relationship Management

Stack & domain

Litigation TrackingCase Management PlatformsSubpoena And Litigation And Arbitration ProcessesOrganizational SkillsAttention To DetailAbility To Manage Multiple Priorities SimultaneouslyWritten And Verbal Communication SkillsAbility To Exercise Sound JudgmentAbility To Operate In A Fast-paced Environment With Minimal SupervisionLegalFintechFinancial Services

About the role

Original posting from SoFi

Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role:

We are seeking an experienced, proactive, and detail-oriented Paralegal to join our Legal Department in supporting SoFi’s Service of Process unit. Reporting to the Senior Paralegal, Service of Process Manager, this role oversees daily intake management and handles subpoena compliance as well as threatened or filed matters.

The ideal candidate brings a proven track record of supporting law firm and in-house litigation, possess strong knowledge of legal service of process, criminal and civil subpoenas, and arbitration workflows, and excels at collaborating with attorneys and cross-functional stakeholders on complex legal issues.

What you’ll do:

Experienced and highly organized paralegal to support SoFi’s Litigation and Arbitration group.Oversee daily intake, tracking, and administration of all services of process, including threatened or filed legal matters.Handle subpoena compliance and legal correspondence, ensuring timely responses to complaints and subpoenas.Maintain accurate service of process data and task management records within SoFi’s systems.Proven hands-on experience with end-to-end matter management in law firm and in-house settings.Strong background in managing legal invoices, tracking, and maintaining vendor relationships.Ability to oversee daily process management and streamline legal support workflows for the paralegal team.Proven track record of supporting in-house counsel with responding to complex legal requests.Detail-oriented and proactive mindset suited for navigating complex legal disputes.Excellent collaboration skills for partnering effectively with attorneys, outside counsel, and cross-functional teams.

What you’ll need:

Bachelor’s degree or equivalent professional experience; paralegal certification is a plus.4+ years of experience as a paralegal, in either a law firm or in-house legal department. At least 2 years experience as a paralegal in a law firm is strongly preferred.Strong experience with litigation tracking and case management platforms (e.g., Legal Tracker, CounselLink, or similar).Strong knowledge of the subpoena and litigation and arbitration processes.Excellent organizational skills and attention to detail, with the ability to manage multiple priorities simultaneously while meeting multiple, and often short, deadlines.Strong written and verbal communication skills.Comfort working cross-functionally with attorneys, cross-functional partners, and external service providers.Ability to exercise sound judgment, maintain confidentiality, and operate in a fast-paced environment with minimal supervision.Experience in fintech, financial services, or a regulated environment is a plus.

Nice to have:

Experience working for a financial services company and/or in-house legal department.Proficiency with Legal Tracker, LexisNexis, and Relativity/other e-discovery platforms.Experience e-filing via PACER and state court online filing systems. Experience with Atlassian/Jira or other workflow management software.Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. 

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Source: SoFi careers

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