AI Solutions Specialist
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Job Description
Remote legal assistant coordinating high-net-worth client matters for a US-based law firm. Managing client communication, calendars, drafting, document workflows, and matter progression.
Responsibilities:
- Serve as the primary liaison between high-net-worth clients, their advisors, and the attorney by phone, email, and Zoom
- Stay calm and professional with anxious or demanding clients, keeping communication clear and reassuring
- Triage incoming clients and matters, and escalate urgent items appropriately
- Manage matters from intake through funding, tracking each step and keeping clients and attorneys moving toward completion
- Follow up with the attorney and stakeholders to secure decisions, signatures, and approvals
- Anticipate next steps using experience from similar past matters
- Coordinate and maintain the attorney’s calendar
- Schedule meetings across multiple time zones
- Draft correspondence, asset alignment letters, deeds, agreements, and other routine legal documents for attorney review
- Proofread and format documents in Microsoft Word
- Process, organize, and file documents accurately
- Research unfamiliar legal or procedural tasks and apply findings independently
- Use Microsoft 365, WealthCounsel, DecisionVault, Westlaw with CoCounsel, File & ServeXpress, Dashlane, Plaud, and Claude
Requirements:
- Proven experience in a legal assistant, paralegal, legal coordinator, or executive assistant role
- Law degree or legal training strongly preferred
- Excellent attention to detail, especially in drafting, proofreading, and formatting
- Strong customer service and client-facing communication skills by phone, email, and Zoom
- Advanced proficiency in Microsoft Word, Outlook, and Excel
- Strong written and spoken English at a professional level
- Ability to work independently, self-start, and anticipate needs based on prior experience
- Reliable attendance and availability for the full required schedule
- Stable internet connection and a quiet, professional remote workspace
- Experience with high-net-worth clients, financial advisors, or private-client legal work preferred
- Experience in estate planning, trusts, or similar document-intensive practice areas preferred
- Familiarity with WealthCounsel, DecisionVault, Westlaw, court e-filing systems, or practice management software such as PracticePanther preferred
- Experience coordinating across multiple time zones preferred
- Comfort working with AI tools to speed up drafting and research preferred
Benefits:
- Internet allowance
- Electricity allowance
- Wellbeing allowance
- Comprehensive health coverage
- Performance-based incentives
- Company-wide success bonuses
- Annual bonus
- Performance increments
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