Legal Concierge
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Job Description
Legal Concierge coaching VA caregivers through legal and financial resources. Coordinating referrals, goal plans, documentation, and remote client support.
Responsibilities:
- Provide coaching, care coordination, referral, and appointing services to clients enrolled in the VA Caregiver Legal and Financial program
- Assess participating clients’ needs to develop personal plans involving legal information and benefits navigation
- Track, monitor, and document coaching sessions and related services in the case management system
- Take dictation for legal forms
- Provide web-assisted audio or video coaching using motivational interviewing, solution-focused techniques, and related skills
- Help clients develop personal goal plans and identify action steps
- Connect clients with appropriate resources and make necessary referrals
- Complete ongoing training as required by the customer and MyAdvisor
Requirements:
- Paralegal, JD, or similar degree from an accredited university
- Strong understanding of legal and financial terminology
- Ability to provide services via phone, text, video, and a case management system
- Ability to take dictation for legal forms
- Ability to use motivational interviewing and solution-focused techniques
- Strong concentration and attentiveness
- Ability to respond to unpredictability
- High level of record keeping
- Independent judgment and discretion
- Ability to organize and prioritize multiple projects/tasks
- Ability to read, comprehend, and follow instructions/work orders
- Required licenses, certification or registration: N/A
Benefits:
- Remote work, typically during current conditions
- Ongoing training as required by customer and MyAdvisor
- Equal employment opportunity protections
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