Legal Files Coordinator

• 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
• Prepare and submit an end of day report outlining completed tasks, case progress, outstanding items, and matters requiring additional attention or follow up
• Manage an expected daily call volume of approximately 16 to 30 calls
• Conduct client follow ups and appointment confirmations by telephone
• 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
• Draft legal plans, correspondence, and supporting documents with accuracy and close attention to detail

• 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
• Experience using WealthCounsel is preferred
• 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
• Remote, Eastern Standard Time (EST)
• Monday to Friday working hours
• Expected call volume of 16-30 calls per day
• Familiarity with legal CRM and Microsoft Office
• English language requirement

• Remote work opportunity
• Great Place to Work Certification company environment