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Legal Concierge
Legal ConciergeRevelations Counseling & Consulting LLC • Fredericksburg, VA, US
Legal Concierge

Legal Concierge

Revelations Counseling & Consulting LLC • Fredericksburg, VA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

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 :

  • Contributes to achievement of the Mission and Vision of our organization.
  • Adapting to Change – Responds to change with a positive attitude and a willingness to learn new ways to accomplish work activities and objectives.
  • Continuous Improvement – Acts to constantly improve the level of customer satisfaction in both individual and teamwork processes.
  • 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.
  • 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.

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    Concierge • Fredericksburg, VA, US

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