Note: The job is a remote job and is open to candidates in USA. Revelations Counseling & Consulting is seeking a Legal Concierge to support clients enrolled in the VA Caregiver Legal and Financial program. The role provides coaching, care coordination, referrals, appointment services, legal form dictation, and case documentation through phone, text, video, and a case management system.
Responsibilities
- Responsible for assessing needs of participating clients to inform the development of personal plans in various areas including legal information and benefits navigation aimed at improving their overall well-being
- Responsible for tracking, monitoring, and documenting all coaching sessions and related services within the case management system
- Responsible for taking dictation for legal forms
- Provide web-assisted audio or video coaching to utilize motivational interviewing, solution focused techniques, and other related skills to assist clients in obtaining the desired information, resources, and assistance
- Work with clients to develop personal goal plans and identify actions steps for completing their plans
- Provide connections to appropriate resources and make necessary referrals for facilitating goal attainment
- Complete ongoing training as required by customer and MyAdvisor
Skills
- * Legal and Financial Knowledge: Have a strong understanding of legal and financial terminology
- Paralegal, JD, or similar degree from an accredited university
- * Concentration/Attentiveness
- * Respond to unpredictability
- * High Level of Record Keeping
- * High Pressure for Results
- * Independent Judgment and Discretion
- * Organize and Prioritize
- * Manage Multiple Projects/Tasks
- * Read, Comprehend and Follow Instructions/Work Orders
- * Relate to Others
- * Continually required to sit
- * Continually required to utilize hand and finger dexterity
- * Frequently required to talk or hear
- * Continually utilize visual acuity to operate equipment, read technical information, and/or use a keyboard
Benefits
- Remote work, typically during current conditions.
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