AI Solutions Specialist

This is a fully remote position, open to applicants in Pakistan.

📋 Description

• Act as the main point of contact between high-net-worth clients, their advisors, and the attorney via phone, email, and Zoom.

• Maintain a calm and professional demeanor when handling anxious or demanding clients, ensuring clear and reassuring communication.

• Assess incoming clients and matters, escalating urgent issues as necessary.

• Oversee matters from intake to funding, tracking each phase and facilitating progress for clients and attorneys until completion.

• Follow up with the attorney and relevant stakeholders to obtain decisions, signatures, and approvals.

• Anticipate subsequent steps using insights gained from similar previous matters.

• Organize and manage the attorney’s calendar effectively.

• Schedule meetings across various time zones.

• Prepare correspondence, asset alignment letters, deeds, agreements, and other standard legal documents for attorney review.

• Review and format documents in Microsoft Word.

• Accurately process, organize, and file documents.

• Conduct research on unfamiliar legal or procedural tasks and independently apply findings.

• Utilize Microsoft 365, WealthCounsel, DecisionVault, Westlaw with CoCounsel, File & ServeXpress, Dashlane, Plaud, and Claude.

⛳️ Requirements

• Demonstrated experience in a legal assistant, paralegal, legal coordinator, or executive assistant capacity.

• Law degree or legal training is highly preferred.

• Exceptional attention to detail, particularly in drafting, proofreading, and formatting.

• Strong customer service and client-facing communication skills via phone, email, and Zoom.

• Advanced expertise in Microsoft Word, Outlook, and Excel.

• Proficient in written and spoken English at a professional level.

• Ability to work independently, take initiative, and anticipate needs based on previous experience.

• Consistent attendance and availability for the complete required schedule.

• Stable internet connection and a quiet, professional remote workspace.

• Experience with high-net-worth clients, financial advisors, or private-client legal work is preferred.

• Background in estate planning, trusts, or similar document-heavy practice areas is preferred.

• Familiarity with WealthCounsel, DecisionVault, Westlaw, court e-filing systems, or practice management software like PracticePanther is preferred.

• Experience coordinating across multiple time zones is preferred.

• Comfort in utilizing AI tools to enhance drafting and research efficiency is preferred.

🏝️ Benefits

• Internet allowance.

• Electricity allowance.

• Wellbeing allowance.

• Comprehensive health coverage.

• Performance-based incentives.

• Company-wide success bonuses.

• Annual bonus.

• Performance increments.