• Conduct legal research to identify legal and regulatory issues and prepare legal analysis; • Monitor federal, state regulations, and court decisions with an eye on potential impact to existing policies and practices; • Work under attorney’s supervision to prepare agreements and contracts; • Assist with proofreading, reviewing, and organizing contracts and other legal documents; • Create and update legal template documents and legal trackers; • Support compliance initiatives by providing feedback on any potential legal risks; • Collaborate across teams to address legal questions related to projects and operations.

• Entity & Structure Management • Maintain and continuously update entity maps across client families • Track ownership structures (parent/subsidiary relationships, IP entities, real estate entities, etc.) • Execute entity formations, transitions, and dissolutions based on predefined structures • Coordinate EIN issuance, BOI filings, and related registrations • Estate Planning Workflow Execution • Support trust funding processes (asset alignment, coordination, tracking) • Assist with deed preparation and execution workflows (e.g., quitclaim, grant deeds) • Organize and compile estate planning documentation into structured deliverables • Translate client intent into clear, structured inputs for legal counsel • Document Preparation & Template Management • Prepare first-draft documents using firm-approved templates: • Operating agreements • MSAs, NDAs, LOIs • Internal agreements (e.g., intercompany arrangements) • Maintain and improve document templates over time • Ensure accuracy, consistency, and completeness prior to attorney review • Compliance & Lifecycle Management • Track and manage ongoing compliance requirements across entities: • Annual filings • State registrations • BOI / FinCEN reporting • Coordinate multi-state entity activities (formation, transfer, dissolution) • Maintain organized, audit-ready documentation across all client structures • Attorney & External Partner Coordination • Serve as the primary point of contact for external law firms • Scope, manage, and track legal workstreams from start to completion • Ensure attorneys receive clean, structured, complete inputs • Review and organize deliverables before internal or client presentation • Maintain accountability on timelines and deliverables • Client Interaction & Intake Support • Lead structured client intake meetings (estate and entity-focused only) • Gather and organize client wishes, preferences, and structural inputs • Educate clients on general concepts and process (non-advisory) • Communicate with clients via email and phone to move projects forward • Internal Coordination & Systems • Operate within firm systems including: • CRM (e.g., HubSpot or equivalent) • Document & workflow management (Canopy) • E-signature tools (DocuSign) • Maintain clean records, notes, and documentation across all client engagements • Contribute to process improvement and system development over time **This role reports directly to firm leadership, does not support an attorney team, and does not have billable hours requirements.

• Maintain organized and up to date files and documentation. • Support paralegals with administrative legal tasks. • Order payoffs and association documents for real estate matters. • Open and set up new legal files accurately in Smokeball. • Ensure deadlines and internal requirements are met consistently. • Perform follow up phone calls and follow up emails as needed.

Role Description We are seeking a skilled, detail-oriented Legal Assistant to support our client’s law firm in day-to-day operations and administrative coordination. This role will involve assisting attorneys and internal teams by ensuring smooth workflow management, timely communication, and organized documentation across ongoing matters. The ideal candidate will have experience supporting legal or professional service environments and be comfortable working remotely in a fast-paced setting. - Managing calendars, scheduling meetings, and coordinating appointments for attorneys and internal teams. - Assisting with document preparation, formatting, and organization. - Maintaining and organizing files securely using Dropbox or similar systems. - Utilizing MyCase (or similar tools) for basic case tracking, document management, and administrative support. - Handling email communication, follow-ups, and correspondence with clients, attorneys, and external stakeholders. - Tracking deadlines, tasks, and ensuring timely completion of administrative deliverables. - Supporting general office operations, including data entry, record keeping, and workflow coordination. - Maintaining strict confidentiality and adherence to legal and ethical standards. Qualifications - 2+ years of experience as an Administrative Assistant, preferably within a U.S.-based law firm or professional services environment. - Strong organizational and time management skills with high attention to detail. - Ability to work independently and manage multiple priorities in a fast-paced environment. - Excellent written and verbal English communication skills. - Experience supporting legal teams or working in a law firm is a plus. Requirements - Position: Legal Assistant - Remote Status: Fully Remote - Preferred Location: Latin America - Working Hours: 9 am - 5 pm EST - Holidays: US Federal Holidays - Salary: USD 900 - USD 1200 per month - Internal Job ID: 1278