Legal Files Coordinator

This is a fully remote position, open to applicants in Brazil, +1 more country.

📋 Description

• Provide continuous administrative assistance according to the legal team's needs and priorities.

• Prepare and maintain precise case notes along with relevant documentation.

• Promptly communicate any potential delays, missing documents, and unresolved issues.

• Safeguard confidential client and case information while ensuring accurate record-keeping.

• Compile and submit an end-of-day report detailing completed tasks, case status, outstanding items, and matters that need further attention or follow-up.

• Handle an anticipated daily call volume of around 16 to 30 calls.

• Perform client follow-ups and appointment confirmations via telephone.

• Organize, update, and keep client files and legal records in order.

• Identify missing information and proactively reach out to clients to facilitate timely case advancement.

• Ensure all necessary client documentation is gathered, accurately completed, and systematically organized.

• Maintain and oversee document checklists for each client.

• Draft legal plans, correspondence, and supporting documents with precision and meticulous attention to detail.

⛳️ Requirements

• At least 1 year of experience as a legal assistant.

• Proven experience in drafting legal documents and plans is essential.

• Proficiency in English with exceptional written and verbal communication skills is required.

• Capability to conduct client-related calls is essential.

• Experience with WealthCounsel is preferred.

• Proficiency in document checklist management.

• Experience in preparing and maintaining case notes.

• Ability to follow up with clients and confirm appointments.

• Provide administrative support effectively.

• Responsible for end-of-day reporting.

• Demonstrated excellent organizational skills and attention to detail.

• Strong time management and prioritization abilities.

• Clear written and verbal communication skills.

• Proactive and self-driven approach.

• Resourceful and solution-oriented mindset.

• Ability to identify missing information and follow up appropriately.

• Capacity to manage multiple matters and meet deadlines.

• Professional telephone etiquette.

• Precision when handling confidential legal information.

• Ability to work independently and take ownership of assigned responsibilities.

• Remote position based in Eastern Standard Time (EST).

• Monday to Friday working hours.

• Expected call volume of 16-30 calls per day.

• Familiarity with legal CRM and Microsoft Office is required.

• English language proficiency is a necessity.

🏝️ Benefits

• Opportunity for remote work.

• Environment certified as a Great Place to Work.