Job Title: Contracts Specialist III Location: WAH Backoffice Employment Type: Full Time Reporting to: Deputy General Counsel-Commercial Transactions ABOUT US At Alorica, we only do one thing – make lives better, one interaction at a time. We’re a global leader in customer service and experience, serving the world’s biggest brands with tens of thousands of employees in hundreds of locations around the globe. We're the largest minority-owned CX provider, delivering digital-first, people-centered experiences for some of the world's most respected brands. For over 25 years, we've been helping businesses solve their toughest customer experience challenges—and we do it better than anyone else.  As a Top Place to Work, we're serious about creating an environment where people show up as their genuine selves. Which means when you succeed, we all do.  HERE’S WHAT THE JOB REALLY LOOKS LIKE The Contracts Team is a division of the Corporate Legal Department and is responsible for facilitating the overall contracting process, including review, drafting, negotiation, approval, execution and data management related to all client and procurement contracts and legal documents executed by the organization. The Specialist is integral to this process and performs or assists with the following essential job duties. HOW YOU’LL MAKE AN IMPACT Perform Initial review of contract requests and coordinate with internal contract requesters to ensure complete and accurate submission/documentation. WHAT YOU’LL ACTUALLY DO - Review contract documents to verify compliance with current standards or identify deviations and coordinate with designated subject matter expert to obtain input/approvals. - Draft and/or revise, with legal oversight and approval, legal/contract documents such as MSAs, SOWs and amendments. - Assist with client discussions, redlines and negotiations. - Secure final leadership approvals and facilitates execution. - Assist with population and maintenance of data repository. - Perform other contract review and administration function. - Assist with special contracts and/or legal team projects. - Other duties, as assigned

• Ensure all materials are prepared and attorney‑ready before review • Document all communication and maintain detailed case notes • Monitor intake‑related deadlines and escalate issues when needed • Provide clear explanations of procedural next steps while avoiding legal advice • Coordinate with attorneys and internal team members to move cases forward efficiently • Identify missing information and follow up proactively • Maintain complete and accurate case files within the case management system • Request, collect, and track all required documentation and disclosures • Gather, document, and organize all relevant case facts and background information • Maintain professional, empathetic communication with clients throughout the intake phase • Conduct structured intake meetings with newly retained clients • Participate in meetings and contribute to process improvement initiatives • Maintain organized digital files and follow firm procedures for documentation, security, and confidentiality

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Paraplanner, you will play an integral role in developing our clients’ financial plans. - Preparing materials for prospect meetings, new client meetings, and client review meetings - Identifying planning opportunities and generating advice in the following areas: - Cash flow planning - Investment planning - Retirement planning - Education planning - Insurance planning - Estate planning - Tax planning - Business planning - Contributing to the development of departmental tools, systems, and processes - Contributing to specified departmental projects, such as RMDs, tax communication to clients, etc. Qualifications - At least 3 years of dedicated paraplanning experience, with a strong preference for personal financial planning or wealth management backgrounds - Bachelor’s degree required - Successfully passed the CFP exam and maintain active SIE, Series 7, and Series 66 (or 65) licenses - U.S. residency and existing work authorization are required - High proficiency with RedTail, eMoney, Wealthscape, Holistiplan, Microsoft Office Suite, Zoom, etc. or the ability to quickly learn new technologies/platforms Requirements - Must be available to work standard business hours in the Central Standard Time (CST) zone - Must also be available to travel a few times a year for in-person meetings and events - Must have a dedicated workspace free of distractions and sufficient internet access to support high-quality video conferencing and firm operations Benefits - Starting base salary of $70,000 to $100,000, commensurate with experience, plus profitability bonuses - 401(k) with employer matching - Comprehensive health insurance - HSA/FSA options - Disability insurance - Access to a professional development stipend - Wellness rewards - Flexible PTO to support growth and well-being Growth & Advancement For a talented and driven professional, this position offers excellent training and advancement opportunities within our supportive and high-performing team. We currently envision the Paraplanner role as a step in multiple possible career paths: - Financial Planner Career Path - Paraplanner – Translates technical skills and knowledge into financial planning advice - Associate Planner – Generate advice for clients, provide outstanding service to clients and support to a Lead Planner in a client-facing role - Servicing Planner – Directly deliver financial planning advice to clients - Lead Planner – Delivers financial planning advice to the clients, mentor junior planners, and bring new clients into the firm - Director of Financial Planning Career Path - Paraplanner – Translates technical skills and knowledge into financial planning advice - Financial Planning Manager – Manage a team of paraplanners and Planning Department tools, systems and process - Director of Financial Planning – Provide strategic leadership of our Planning Department and its contributions to our firm How to Apply Please submit your resume and cover letter through the NextGroup website. The NextGroup search team will contact you regarding the next steps. Candidates may be required to pass a drug test and background check.

• Support attorneys in all stages of civil litigation (pre-suit through resolution) • Draft and prepare routine pleadings, motions, notices, and correspondence (attorney-reviewed) • Prepare and manage discovery (requests/responses, tracking, production coordination) • Organize, Bates stamp, and quality-check document productions • Capture, calculate, and track all deadlines • Organize and electronically file pleadings and discovery • Communicate with opposing counsel and judicial assistants professionally • Provide consistent, clear client updates and help reduce confusion • Conduct legal research as needed • Improve workflows/templates/checklists to reduce rework