Legal Concierge

Legal Concierge

Remote, US

Shift: M-F 1:30p-10:00p EST

JOB SUMMARY: 

Provide coaching, care coordination, referral and appointing services to clients enrolled in the VA Caregiver Legal and Financial program. Provide services via phone, text and video and a case management system for case notes, appointing, and other documentation. 

Essential Job Functions:

• Responsible for assessing needs of participating clients and provide education and assistance for the following legal services: Simple Wills, Advance Directive, Power of Attorney, Durable Power of Attorney, Guardianship, Contract Disputes, and Civil Disputes. May include taking dictation, assistance navigating program website, and registering clients for the website.
• Responsible for tracking, monitoring, and documenting all coaching sessions and related services within the case management system.   
• Provide web-assisted audio or video coaching, utilize motivational interviewing, solution focused techniques, and other related skills to assist clients in obtaining the desired information, resources, and assistance.
• Work with clients to develop personal goal plans and identify actions steps for completing their plans.
• Provide connections to appropriate resources and make necessary referrals to facilitate goal attainment.
• Complete ongoing training as required.
• Other duties as assigned.

KEY COMPETENCIES: 

• Interpersonal Effectiveness: Understands oneself, effectively manages emotions, listens and communicates with respect, and builds trusting relationships.
• Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same.
• Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts the client and program overall success first.
• Effectively Leverages Resources: Create exceptional outcomes, embraces change, and constructively resolves barriers and constraints.
• Legal and Financial Knowledge: Have a strong understanding of the civil legal field and terminology.

MISSION AND VALUES:

1. Contributes to achievement of the Mission and Vision of our organization.
2. Adapting to Change – Responds to change with a positive attitude and a willingness to learn new ways to accomplish work activities and objectives.
3. Continuous Improvement – Acts to constantly improve the level of customer satisfaction in both individual and teamwork processes.
4. Client Centered Focus – Demonstrates concern for meeting or exceeding customer’s expectations/requirements in a manner that allows the client to guide rehabilitation process towards the achievement of their goal(s) and which provides satisfaction for the customer.
5. Teamwork – Accomplishes tasks through working effectively with others and appreciating the value, contributions, and commitment of every member.

Minimum Education/Training Requirements:

 Paralegal Certification with at least two years' experience assisting with the services we provide (listed above).

Physical Capabilities:  no limitations physically

Mental demands:

• Concentration/attentiveness
• Respond to unpredictability
• High level of record keeping
• Respond well to pressure
• Independent judgment and discretion
• Organize and prioritize
• Manage multiple tasks and diverse case load
• Read, comprehend and follow instructions/work orders
• Relate well to teammates

Required Licenses, Certification or Registration

• Paralegal Certification

Work Environment:   Contractor Site usually, Remote, typically during current conditions.

Any qualifications to be considered as equivalents, in lieu of stated minimums, require the prior approval of the Director of Program Delivery.

To perform this job successfully, an individual must be able to perform each essential function satisfactorily, with or without reasonable accommodation. The list of requirements, duties, and responsibilities is not exhaustive but is representative of the current job. The knowledge, skills and/or abilities listed are typically required to perform this job successfully. Reasonable accommodations may be made to enable otherwise qualified individuals with disabilities to satisfactorily perform the essential functions. Management reserves the right to revise the job description and to require that other tasks be performed when the circumstances of the job change (for example: emergencies, changes in personnel, workload, or technical development).

Company Benefits:

- Medical, Dental, & Vision

- 401k

- Life Insurance

- HSA & FSA

- Short-term disability & Long-term disability

- Paid time-off

- Work/life balance