Legal Concierge

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

📋 Description

• Offer coaching, care coordination, referrals, and appointment services to clients involved in the VA Caregiver Legal and Financial program.

• Evaluate the needs of participating clients to formulate personalized plans that include legal information and benefits guidance.

• Maintain, monitor, and document coaching sessions and associated services within the case management system.

• Transcribe legal documents as needed.

• Deliver web-assisted audio or video coaching employing motivational interviewing, solution-focused strategies, and related techniques.

• Assist clients in formulating personal goal plans and identifying actionable steps.

• Connect clients with suitable resources and execute necessary referrals.

• Complete ongoing training as mandated by the customer and MyAdvisor.

⛳️ Requirements

• Paralegal, JD, or a comparable degree from an accredited institution.

• Solid understanding of legal and financial terminology.

• Capability to provide services through phone, text, video, and a case management system.

• Proficiency in taking dictation for legal documents.

• Skillful in utilizing motivational interviewing and solution-focused techniques.

• Excellent concentration and attentiveness.

• Ability to adapt to unpredictability.

• High standard of record keeping.

• Independent judgment and discretion.

• Competence in organizing and prioritizing multiple projects/tasks.

• Ability to read, understand, and adhere to instructions/work orders.

• Required licenses, certification, or registration: N/A.

🏝️ Benefits

• Remote work, typically in line with current conditions.

• Ongoing training as required by the customer and MyAdvisor.

• Equal employment opportunity protections.