AI Solutions Specialist

Job description

ABOUT THE COMPANY the employer is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that add real capacity to a client’s workday. Our mission is to provide affordable solutions to growing companies through strategic task delegation. We envision creating an ecosystem that resonates with the human touch every business needs. ABOUT THE ROLE Our client is a US-based law firm serving high-net-worth clients and their advisors. They are looking for a Legal Executive Assistant & Matter Coordinator to act as the attorney’s right hand and the main point of contact for clients and advisors. This person anticipates needs, keeps matters moving, and handles details before they become problems. The role suits a detail-oriented, self-motivated professional with strong customer service skills. A law degree or legal background (including an overseas-trained attorney) is a strong advantage. You will manage matters from intake through funding, coordinating clients, advisors, and attorneys to keep every file on track. KEY RESPONSIBILITIES Client & Advisor Communication • Serve as the primary liaison between high-net-worth clients, their advisors, and the attorney by phone, email, and Zoom. • 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 and keeping clients and attorneys moving toward completion. • Follow up persistently and professionally with the attorney and other stakeholders to secure decisions, signatures, and approvals. • Apply experience from similar past matters to anticipate next steps without…