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About the role

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 elevate 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. 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 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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JOB OVERVIEW

Experience level

Senior

Location

Denver, CO

Occupation

Legal Secretaries and Administrative Assistants

Industry

Offices of Lawyers

Posted

2 days ago

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