About the role#
LPL Financial is seeking a Paralegal intern to support the Early Dispute Resolution Group. This role provides day-to-day paralegal and administrative support to attorneys as they manage customer complaints and ensure regulatory reporting requirements are met. You will work in a team-oriented environment and gain exposure to legal operations within the financial services industry.
What you'll do#
- Support attorneys in responding to customer complaints, including tracking matters from receipt through closure.
- Input and track critical dates in the Passport system to ensure timely regulatory reporting.
- Coordinate with internal departments to gather information for specific matters.
- Obtain, track, and perform substantive review of documents critical to case resolution.
- Correspond with clients and advisors regarding inquiries and concerns.
- Draft preliminary responses or closing memoranda and prepare reports on matters.
- Assist with administrative tasks including file creation, maintenance, research, document production, and indexing.
- Participate in department projects and initiatives.
What you'll need#
- Current enrollment in an undergraduate degree program with an expected graduation date of December 2028 or May 2028.
- Interest in Government Relations and the Political Science industry.
- Strong MS Office skills, including Word, Excel, PowerPoint, and Outlook.
- Ability to work independently, set priorities, and manage shifting responsibilities.
- Excellent time management, organizational, writing, and communication skills.
- Aptitude to quickly learn new systems.
- Ability to interact effectively across all business lines and with external customers.
- Successful completion of a background screening.
- A bachelor’s degree or paralegal certification is preferred, as is experience with legal technology.
Location & details#
- Location: Fort Mill, South Carolina.
- Work Modality: Hybrid (requires being local to the Fort Mill office).
- Term: 10-week full-time summer internship (June 1, 2027, to August 6, 2027).
- Compensation: Paid internship.
- Note: This position does not provide visa sponsorship.
About LPL Financial
LPL Financial is a wealth management firm based in San Diego. Founded in 1989, the company provides investment solutions, technology tools, and practice management services to financial advisors and institutions. It supports approximately 29,000 financial advisors and manages assets for about 7 million clients. The firm operates as a public company and maintains a workforce of over 14,000 employees.
How to get in at LPL Financial
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