V105C - Remote Legal Files Coordinator

Overview

This role supports a growing legal practice as a Remote Legal Files Coordinator. The position focuses on keeping legal matters moving with accuracy, strong organization, and consistent client communication. Responsibilities include drafting legal documents and plans, maintaining organized client files, monitoring document requirements, and following up on missing information. You will also manage appointment confirmations, maintain detailed case notes, and provide end-of-day reporting on progress and outstanding matters.

Responsibilities

• Provide ongoing administrative support based on the needs and priorities of the legal team.
• Prepare and maintain accurate case notes and supporting documentation.
• Communicate potential delays, missing documents, and unresolved matters promptly.
• Protect confidential client and case information while maintaining accurate records.
• Draft legal plans, correspondence, and supporting documents with accuracy and close attention to detail.
• Organize, update, and maintain client files and legal records.
• Identify missing information and proactively follow up with clients to support timely case progression.
• Ensure required client documentation is collected, completed correctly, and organized appropriately.
• Maintain and monitor document checklists for each client.
• Conduct client follow-ups and appointment confirmations by telephone.
• Manage an expected daily call volume of approximately 16 to 30 calls.
• Prepare and submit an end-of-day report outlining:
  • Completed tasks
  • Case progress
  • Outstanding items
  • Matters requiring additional attention or follow up.

Requirements

• Minimum 1 year of experience as a legal assistant.
• Experience drafting legal documents and plans is required.
• English proficiency with excellent written and verbal communication skills is required.
• Ability to conduct client-related calls is a must.
• Document checklist management.
• Case note preparation and maintenance.
• Client follow up and appointment confirmation.
• Administrative support.
• End of day reporting.
• Excellent organization and attention to detail.
• Strong time management and prioritization.
• Clear written and verbal communication.
• Proactive and self-motivated approach.
• Resourceful and solution-oriented mindset.
• Ability to identify missing information and follow up appropriately.
• Ability to manage multiple matters and deadlines.
• Professional telephone etiquette.
• Accuracy when handling confidential legal information.
• Ability to work independently and take ownership of assigned tasks.

Preferred Qualifications

• Experience using WealthCounsel.

Compensation & Benefits

• Monthly compensation range: From 1,142 to 1,220 USD.

Location

• Remote, Eastern Standard Time (EST).
• Work shift: Monday to Friday.
• Scheduled hours: 9:00 AM - 6:00 PM [EST][EDT] (United States of America).
• Languages: English.