Legal Assistant

• 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

Explore Executive Legal Assistant at Savvital. Review requirements and application details.