Job Description:
• Provide coaching, care coordination, referral, and appointing services to clients enrolled in the VA Caregiver Legal and Financial program
• Assess participating clients’ needs to develop personal plans involving legal information and benefits navigation
• 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 related skills
• Help clients develop personal goal plans and identify action steps
• Connect clients with appropriate resources and make necessary referrals
• Complete ongoing training as required by the customer and MyAdvisor
Requirements:
• Paralegal, JD, or similar degree from an accredited university
• Strong understanding of legal and financial terminology
• Ability to provide services via phone, text, video, and a case management system
• Ability to take dictation for legal forms
• Ability to use motivational interviewing and solution-focused techniques
• Strong concentration and attentiveness
• Ability to respond to unpredictability
• High level of record keeping
• Independent judgment and discretion
• Ability to organize and prioritize multiple projects/tasks
• Ability to read, comprehend, and follow instructions/work orders
• Required licenses, certification or registration: N/A
Benefits:
• Remote work, typically during current conditions
• Ongoing training as required by customer and MyAdvisor
• Equal employment opportunity protections