Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients.
Learn advanced planning strategies and build a book of ultra-high-net-worth clients.
Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.
Draft pleadings, motions, and correspondence using established legal templates.
Maintain case files, witness lists, and records, coordinating with courts and opposing counsel.
Communicate professionally with judicial offices and manage multiple litigation deadlines.
A US-based legal partner company specializing in litigation support. They provide a structured, collaborative remote environment focused on professional growth and alignment with client values.
Monitor workflows and track deadlines to ensure tasks are completed accurately and on time.
Maintain organized records and communicate professionally with clients via email and phone.
Coordinate calendars, manage documentation, and identify workflow improvements.
We provide legal support services to clients in a fast-paced environment. Our international, culturally diverse team values organization, proactivity, and supportive remote collaboration.
Manage a high-volume caseload of 100–120+ active matters including advisory, contracts, litigation, and legislation.
Draft ordinances, resolutions, contracts, pleadings, and municipal documents for attorney review.
Coordinate with city departments, manage deadlines, and proactively escalate risks to keep matters moving.
US Legal provides legal support for U.S. local government entities. The company operates remotely with a small team of attorneys and emphasizes high standards, autonomy, and proactive ownership.
Lead client relationships as senior strategic advisor for ultra-high net worth families, providing comprehensive estate planning expertise.
Design and implement advanced estate plans including complex trusts, multi-generational planning, and business succession strategies.
Manage a team of estate strategists and partner with interdisciplinary experts to deliver exceptional client outcomes.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. They serve over 42,800 families across 110+ cities, and are ranked #1 RIA firm by Barron's, with a culture that values diversity and flexibility.
Prepare, review, and coordinate retirement plan documents including adoption agreements and trust agreements.
Manage onboarding workflows from initial document preparation through execution and completion.
Partner with advisors, clients, and internal teams to ensure accuracy, compliance, and timely execution.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a network of 19 leading firms.
Manage electronic court filings from start to finish, ensuring accuracy and timeliness.
Review and prepare legal documents for filing, verifying requirements and tracking submissions.
Communicate with clients and vendors to resolve issues and prevent filing rejections.
US Legal is a partner company providing eFiling services for litigation workflows. They offer a part-time remote role with a focus on accuracy and dependability.
Coordinate court filings, manage deadlines, and organize case files for multiple attorneys.
Support legal administrative tasks, client communication, and discovery coordination.
Ensure accuracy, confidentiality, and proactive ownership of workflows in a fast-paced environment.
This partner company is a U.S. law firm that provides litigation support and court filing services. They offer a fully remote, long-term career opportunity with a dedicated team and professional development.
Monitor automated affidavit workflows from generation through completion, identifying affidavits requiring manual intervention.
Review affidavits for accuracy, completeness, and compliance, and serve as an authorized affidavit signer.
Research state and jurisdictional requirements, translate them into clear operational processes, and resolve compliance gaps.
The partner company operates a technology platform that automates affidavit workflows, ensuring accuracy and compliance. The company fosters a mission-driven, remote culture with a focus on process improvement and scalability.