Oversee and manage a team of service specialists, ensuring adherence to key metrics and best practices.
Draft correspondence, manage calendars, and support estate planning strategists with client interactions.
Maintain client files, finalize meeting notes, and act as a liaison between clients and wealth management teams.
Mercer Advisors helps families simplify their financial lives through comprehensive planning, investment management, and estate services. Serving over 42,800 families across 110+ U.S. cities and ranked #1 RIA by Barron's, the firm fosters an inclusive culture with over half women employees.
Lead comprehensive case intake conversations with attorneys and develop targeted expert witness search strategies.
Manage end-to-end client engagements, ensuring timely delivery and exceptional quality of all deliverables.
Build and maintain strong relationships with attorney clients, presenting findings and recommendations to key stakeholders.
Expert Institute is a leading expert consulting and insights platform that helps plaintiff firms win more cases. Founded in 2010, they have supported over 5,000 firms nationwide and deliver solutions through their SaaS platform Expert iQ.
Provide administrative support including calendar management and scheduling appointments.
Act as liaison between clients and internal teams, handling email correspondence and ensuring timely communication.
Conduct research, analyze customer complaints, and prepare price quotes to enhance client satisfaction.
Savvital is a forward-thinking organization providing diversified services to small and medium-sized businesses in the international market. Their team of educated experts are motivated individuals excited to handle tasks that bring capacity to your workday, with a mission to provide affordable solutions through strategic task delegation.
Coordinate and manage deposition scheduling requests, ensuring all logistical details are accurate and confirmed.
Handle complex, high-priority scheduling and rescheduling requests while keeping all parties informed.
Maintain detailed records and provide administrative support to Account Managers for a personalized client experience.
A fast-growing technology company specializing in court reporting and litigation support services. They foster a collaborative, technology-driven remote culture with a focus on exceptional client service.
Provide essential administrative support to a US-based legal practice, organizing files and preparing documentation.
Conduct 16–30 client calls daily to follow up on documentation, confirm appointments, and clarify requirements.
Track outstanding items, maintain case notes, and prepare end-of-day reports to ensure deadlines are met.
Jobgether is an AI-powered job platform that matches candidates with hiring companies. The hiring partner is a US-based legal practice offering a fully remote, professional, and client-focused work environment.
Deliver billable consulting to law firm clients for full software suite, including design, configuration, testing, training, and Go-Live.
Define functional requirements and produce project documentation such as Functional Requirements, Training, and Testing Strategy.
Resolve issues with stakeholders, deliver within scope and schedule, and support remote team initiatives.
Elite is the trusted automation platform for law firm operations, delivering a cloud-native SaaS suite for financial, invoice, time, and data management. Its global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia, with an employee-centric, flexible remote culture.
Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related instruments.
Collaborate with financial advisors and internal team members across all 50 states to deliver sophisticated estate plans.
Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. The firm is growing and offers a collaborative, client-focused culture with no billable-hour requirement.