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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in legal document preparation, client communication, and case management, with a strong focus on attention to detail and the ability to work independently in a remote environment.
Highest-signal resume keywords
Legal Document DraftingClient-Facing CommunicationMicrosoft 365 ProficiencyExperience With High-Net-Worth ClientsEstate Planning Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Legal Assistant ExperienceParalegal ExperienceDocument ProofreadingDocument FormattingResearch SkillsCalendar ManagementTriage SkillsMeeting Scheduling
Soft Skills
Attention To DetailCustomer Service SkillsCalm Under PressureIndependent Work
Tools & Technologies
Microsoft WordMicrosoft OutlookMicrosoft ExcelWealthCounselDecisionVaultWestlawFile & ServeXpressPracticePantherAI Tools
Certifications & Qualifications
Law DegreeLegal Training
Industry Keywords
High-Net-Worth ClientsEstate PlanningTrustsPrivate-Client Legal WorkDocument-Intensive Practice Areas
About the role
Key responsibilities & impact- 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, escalating urgent items appropriately
- Manage matters from intake through funding, tracking each step 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
What you’ll need- 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
Comp & perks- Internet allowance
- Electricity allowance
- Wellbeing allowance
- Comprehensive health coverage
- Performance-based incentives
- Company-wide success bonuses
- Annual bonus
- Performance increments
- Remote work