Serve as the primary liaison between high-net-worth clients, their advisors, and the attorney.
Stay calm and professional with anxious or demanding clients, keeping communication clear and reassuring.
Triage incoming clients and matters, and escalate urgent items appropriately.

Matter Management:

Quarterback matters from intake through funding, tracking each step.
Follow up persistently and professionally with the attorney and other stakeholders.
Apply experience from similar past matters to anticipate next steps.

Calendar & Scheduling:

Coordinate and maintain the attorney’s calendar.
Schedule meetings across multiple time zones.

Documents & Drafting:

Draft correspondence, asset alignment letters, deeds, agreements, and other routine legal documents.
Proofread and format documents in Microsoft Word to a polished, professional standard.
Process, organize, and file documents accurately.

Savvital

Savvital provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future with customized solutions. The team consists of educated experts motivated to add capacity to clients' workdays with a human touch.

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