Legal Concierge

Overview

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

Responsibilities

• Assess client needs to inform the development of personal plans across areas including legal information and benefits navigation to improve overall well-being.
• 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 other related skills to help clients obtain desired information, resources, and assistance.
• Work with clients to develop personal goal plans and identify action steps for completing those plans.
• Connect clients to appropriate resources and make necessary referrals to facilitate goal attainment.
• Complete ongoing training as required by the customer and the organization.

Requirements

• Paralegal experience, JD, or similar degree from an accredited program.

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.
• Collaboration: Engages others by gathering multiple views, being open to diverse perspectives, and focusing on a shared purpose that prioritizes the client and overall program success.
• Resource Leveraging: Creates exceptional outcomes, embraces change, and constructively resolves barriers and constraints.
• Legal and Financial Knowledge: Strong understanding of legal and financial terminology.

Physical and Mental Demands

• Continually required to sit.
• Continually required to utilize hand and finger dexterity.
• Frequently required to talk or hear.
• Continually utilizes visual acuity to operate equipment, read technical information, and/or use a keyboard.
• Concentration/attentiveness.
• Ability to respond to unpredictability.
• High level of record keeping.
• Works effectively under high pressure for results.
• Independent judgment and discretion.
• Ability to organize and prioritize.
• Ability to manage multiple projects/tasks.
• Ability to read, comprehend, and follow instructions/work orders.
• Ability to relate to others.

Work Environment

• Fully remote.

Equal Employment Opportunity

The organization is committed to providing equal employment opportunity to all employees and applicants. Employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, sexual orientation, gender identity or expression), national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by federal, state, or local law. This policy applies to all aspects of employment, including recruitment, hiring, compensation, promotion, training, discipline, and termination.

Additional Information

This job description indicates the general nature and levels of work expected. It is not designed to cover or contain a comprehensive listing of activities, duties, responsibilities, or competencies required of an incumbent. The organization may ask incumbents to perform other duties as required.