Legal Concierge

JOB SUMMARY: 

Provide coaching, care coordination, referral and appointing services to clients enrolled in the VA Caregiver Legal and Financial program. Provide services via phone, text and video and a case management system for case notes, appointing, and other documentation. 

Essential Job Functions:

• 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

KEY COMPETENCIES: 

• Interpersonal Effectiveness: Understands oneself, effectively manages emotions, listens and communicates with respect, and builds trusting relationships.
• Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same.
• Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts the client and program overall success first.
• Effectively Leverages Resources: Create exceptional outcomes, embraces change, and constructively resolves barriers and constraints.
• Legal and Financial Knowledge: Have a strong understanding of legal and financial terminology.

MISSION AND VALUES:

1. Contributes to achievement of the Mission and Vision of our organization.

1. Adapting to Change – Responds to change with a positive attitude and a willingness to learn new ways to accomplish work activities and objectives.

1. Continuous Improvement – Acts to constantly improve the level of customer satisfaction in both individual and teamwork processes.

1. Client Centered Focus – Demonstrates concern for meeting or exceeding customer’s expectations/requirements in a manner that allows the client to guide rehabilitation process towards the achievement of their goal(s) and which provides satisfaction for the customer.

1. Teamwork – Accomplishes tasks through working effectively with others and appreciating the value, contributions, and commitment of every member.

Minimum Education/Training Requirements:

 Paralegal, JD, or similar degree from an accredited university 

Physical Capabilities:  no limitations physically

Mental demands:

• 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

Required Licenses, Certification or Registration

• N/A

Work Environment:   Contractor Site usually, Remote, typically during current conditions.

Any qualifications to be considered as equivalents, in lieu of stated minimums, require the prior approval of the Director of Program Delivery.