19 Immigration Specialist jobs in the United States

Job Description
We are seeking a detail-oriented and highly motivated Immigration Paralegal with at least one year of relevant experience to join our team. The ideal candidate will have a strong background in preparing and writing petitions, as well as a deep understanding of immigration law and procedures.
Key Responsibilities:
- Draft and prepare immigration petitions, applications, and supporting documents
- Conduct legal research related to immigration cases and policy changes
- Communicate with clients to gather necessary information and documentation
- Coordinate filings with government agencies and track case progress
- Maintain case files and ensure compliance with legal deadlines
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
Qualifications:
- At least one year of experience in immigration law
- Proven experience in writing petitions and preparing immigration filings
- Strong attention to detail and excellent organizational skills
- Ability to work independently and in a team setting
- Proficiency in legal research and case management software

**Hungry, Humble, Honest, with Heart.**
**The Opportunity**
We are looking for a seasoned Global Mobility & Immigration Specialist to join our team. This position will play a significant role in supporting the Americas Immigration program, global relocation and requires some knowledge of APAC and EMEA countries immigration requirements.
In this role you will partner with and provide excellent customer service to People Business Partners, Talent Acquisition, HR Operations, our external vendor partners, and employees to support new hires and internally transferring employees. You will collaborate to provide context and consultation of our policies, and guidance around the complexity of Immigration and Global Mobility practices and issues. You will support updating our documented processes and standard operating procedures and recommending process improvements.
**About the Team**
As a potential job applicant considering a position in the Global Mobility & Immigration team at Nutanix, you would be joining a dedicated team of 4 members spread across different locations globally. The team culture at Nutanix emphasizes collaboration, teamwork, and a strong emphasis on supporting each other to achieve collective goals. Working closely together, team members often collaborate on projects, sharing knowledge and expertise to deliver high-quality results.
You will report to the Sr. Manager, Global Mobility & Immigration who leads while encouraging a culture of open communication and teamwork. The work setup for this role is hybrid, requiring the new hire to be present in the Durham office three days a week, allowing for both in-person collaboration and flexibility.
Travel requirements for this position at Nutanix are minimal, with no extensive travel obligations expected. This allows employees to focus on their work responsibilities without the stress or time constraints associated with frequent travel. Nutanix values employee well-being and ensures that job roles are structured to support a healthy work-life balance.
**Your Role**
+ Partner as part of the global mobility team to facilitate the America Immigration program and global relocation program to provide a good employee experience and service delivery.
+ Work collaboratively with the Program Manager to track cases, provide data on case metrics to help inform global strategy, and ensure deadlines are timely met.
+ Assist with cases associated with non-immigrant and immigrant visa filings, including H-1B, TN, E-3, L-1, O-1, J-1, PERM, EB-1, EB-2, and EB-3 cases, as well as global visas.
+ Knowledge of the I-9 compliance process, form, and acceptable employment eligibility documents as required by the USCIS to maintain compliance with federal regulations.
+ Conduct routine green card tasks such as postings, advertisements, and educating managers and employees on the process.
+ Initiate services with outside vendors to assist with immigration, relocation and tax services.
+ Monitor changes to employment status, job title, office location and salary and notify appropriate stakeholders.
+ Support our vendor relationship to mitigate potential risks before they occur.
+ Support the day-to-day operations and activities with the Immigration and relocation vendors to ensure compliance, cost-effectiveness and optimal service levels to our employees.
+ Provide consultative support prior to and during domestic moves and cross border transfers, including cost analysis and vendor initiation and coordination.
+ Support managing the process with employees, managers, and people business partners for employees who may need to be relocated due to maxing out on their work permits
+ Help develop and maintain knowledge based articles to support our "self-service" initiatives.
+ Ensure foreign nationals are well-informed by the vendors regarding all stages of their immigrant status including timely documentation, strategy, and case progression.
+ Audit vendor invoices for domestic and international programs (e.g. relocation management company, immigration law firm, tax consultants, etc.)
+ Monitor immigration mailbox - Handle day-to-day inquiries regarding global mobility policies/programs as well as requests for information from managers, employees, recruiting team and outside immigration counsel.
+ Maintain appropriate information in our immigration and global mobility records, including Public Access Files.
**What You Will Bring**
+ 5+ years of U.S. Immigration experience (F1, H1B, L1, TN) and the entire Green Card process to include in-depth expertise administering corporate immigration programs in a corporate HR setting
+ Additional experience in a law firm setting with large corporate clients a plus.
+ Knowledge of global Immigration requirements within EMEA and APAC regions.
+ A thorough understanding of US domestic relocation/international transfers and mobility tax compliance requirements.
+ Experience with electronic I-9 Systems & E-verify, I-9 compliance and employment eligibility verification.
+ Understanding of federal immigration laws and regulations.
+ Ability to handle sensitive information with discretion and integrity.
+ Excellent attention to detail, verbal and written communication skills.
+ Ability to handle sensitive matters, maintaining privacy and confidentiality.
+ Ability to address complex situations and communicate impact effectively.
+ Experience reviewing company policies and practices to determine appropriate action.
+ Technical aptitude and experience with Applicant tracking systems, INSZoom, Workday and ServiceNow.
+ Strong interpersonal and stakeholder relationship management skills, with the ability to work cross-collaboratively across multiple internal and external teams
+ Strong project management, organizational, time management skills
**Work Arrangement**
Hybrid: This role operates in a hybrid capacity, blending the benefits of remote work with the advantages of in-person collaboration. For most roles, that will mean coming into an office a minimum of 3 days per week, however certain roles and/or teams may require more frequent in-office presence. Additional team-specific guidance and norms will be provided by your manager.
The pay range for this position at commencement of employment is expected to be between USD $ 83,840 and USD $ 168,120 per year.
However, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Our application deadline is 40 days from the date of posting. In good faith, the posting may be removed prior to this date if the position is filled or extended in good faith.
We're an Equal Opportunity Employer Nutanix is an Equal Employment Opportunity and (in the U.S.) an Affirmative Action employer. Qualified applicants are considered for employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, protected veteran status, disability status or any other category protected by applicable law. We hire and promote individuals solely on the basis of qualifications for the job to be filled. We strive to foster an inclusive working environment that enables all our Nutants to be themselves and to do great work in a safe and welcoming environment, free of unlawful discrimination, intimidation or harassment. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations. If you need a reasonable accommodation, please let us know by contacting

**Discover Your Career at Emory University**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community.
**Description**
JOB DESCRIPTION:
+ Analyzes and applies federal immigration regulations and Emory University policies to advise international students, scholars, faculty, their dependents, administrators, and staff (including one walk-in advising assignment per week) regarding federal immigration and employment regulations, Emory resources, and related matters.
+ Serves as a DSO and ARO for Emory and performs associated duties, including ensuring timely resolution of requests, alert management, and record upkeep in both IOM and SEVIS.
+ Uses regulatory training and knowledge to independently analyze, interpret, and make decisions about student and scholar cases and provides appropriate advice based on analysis.
+ Ensures excellent customer/client service for office visitors as well as accurate and timely responses to all inquiries.
+ Is responsible for J-1 scholar check in, orientation, and government records validation processes.
+ Analyzes and processes Travel Information Update requests for F and J visa holders.
+ Assists with planning and coordination of other ISSS programs and events including OPT workshops, student orientations, on campus SSN appointments, International Coffee Hour, and others.
+ Coordinates the immigration-document issuance process.
+ Evaluates eligibility for I-20s and DS-2019s based on immigration law and analysis of individual student academic and financial circumstances.
+ Manages communication and customer service to navigate stakeholders through a multi-stage process and ensure timely resolution.
+ Assists ISSS staff with intake of employment-based visa requests (O-1, PR and IGA & Conrad 30) and compliance (LCA tracking, H-1B file deactivation, etc.).
+ Manages express mailing shipments including petitions, applications, and communication to the US government. Processes incoming mail.
+ Creates welcome packets for new exchange visitors.
+ Orders office supplies.
+ Assists with coordination of facility requests. Supports front desk coordinator as needed.
+ Performs related responsibilities as required.
MINIMUM QUALIFICATIONS:
+ A bachelor's degree in student personnel administration, international studies or a related field and one year of related experience or an equivalent combination of education, training and experience.
+ Must be able to immediately serve as a Designated School Official (DSO) and Alternate Responsible Officer (ARO) based on F/J federal law training, including government online training as evidenced by a certificate of passing, and meet government eligibility requirements.
+ Demonstrated ability to learn and understand ever-changing complex federal, state, and local regulations pertaining to foreign nationals and effectively communicate to others.
+ Excellent organizational skills and attention to detail.
+ Proficiency with Sunapsis international office module and PeopleSoft preferred.
+ Excellent written, verbal, and non-verbal communication skills. Must be able to work with a diverse population in a professional manner, maintaining high levels of customer service, cross-cultural sensitivity, and discretion in handling confidential information.
+ Experience living, studying, or working in a country different from one's own preferred.
PREFERRED QUALIFICATIONS:
+ Must be able to work with a diverse population in a professional manner, maintaining high levels of customer service, cross-cultural sensitivity, and discretion in handling confidential information.
+ Experience living, studying, or working in a country different from one's own preferred.
+ Effectively collaborate both within and across teams.
+ Synthesize information from multiple sources to provide accurate immigration advice.
+ Adapt to changing seasonal priorities to maintain excellent customer service and time-sensitive requests.
+ Handle sensitive information and maintain detailed and accurate files in accordance with governmental document retention requirements.
NOTE: Position tasks are generally required to be performed in-person at an Emory University location. Remote work from home day options may be granted at department discretion. Emory reserves the right to change remote work status with notice to employee.
**Additional Details**
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: (V) | (TDD).
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at (V) | (TDD). Please note that one week's advance notice is preferred.
**Connect With Us!**
Connect with us for general consideration!
**Job Number** _ _
**Job Type** _Regular Full-Time_
**Division** _EVP Provost Academic Affairs_
**Department** _Intl Student & Scholar Srvcs_
**Job Category** _Risk Legal and Compliance_
**Campus Location (For Posting) : Location** _US-GA-Atlanta_
**_Location : Name_** _North Decatur Bldg_
**Remote Work Classification** _Primarily On Campus_
**Health and Safety Information** _Not Applicable_

Legal Specialist / Advisor ️

Organization: COCAS (Commission on Culture and Society) & ME Living Inc.
Location: Georgia (Hiram base, hybrid/remote options available)
Job Type: Part-Time or Full-Time

About Us

At COCAS & ME Living , we provide housing, therapy, case management, and reentry support to help individuals and families rebuild after domestic violence, homelessness, incarceration, and substance abuse recovery .

We are seeking a knowledgeable and mission-driven Legal Specialist/Advisor to ensure our organization stays compliant, manages contracts effectively, and connects clients to the legal resources they need for a successful future.

Position Summary

The Legal Specialist/Advisor will handle organizational legal compliance, contracts, and policy oversight while also serving as a liaison to connect clients with external legal aid. This role ensures both the organization and its clients are legally protected and supported.

Key Responsibilities

• Draft, review, and maintain contracts, MOUs, and partnership agreements .

• Ensure organizational compliance with state and federal laws governing nonprofits, housing, and healthcare billing.

• Provide guidance on policies, procedures, and risk management .

• Support HR with compliance matters related to hiring and employment law.

• Assist with client referrals to legal aid services for housing, family law, and reentry issues.

• Stay updated on changes in Georgia law that may impact operations or clients.

• Work closely with leadership on legal strategy and risk management .

Skills & Competencies

• Strong understanding of Georgia nonprofit, housing, and healthcare law .

• Excellent contract review and negotiation skills.

• Ability to explain complex legal matters in simple terms.

• Strong organizational, communication, and analytical skills.

• High ethical standards and commitment to confidentiality.

Qualifications

• Juris Doctor (JD) or Paralegal Certification required.

• Licensed attorney in Georgia preferred (or eligibility to practice).

• 2+ years of legal or compliance experience in nonprofit, housing, or healthcare settings preferred.

• Experience working with community-based organizations is a plus.

Compensation & Benefits

• Pay: $23 - $40 per hour (based on experience & licensure).

• Flexible hybrid/remote schedule.

• Opportunities to advance into General Counsel or Chief Legal Officer roles as the organization expands.

• Be part of a mission-driven team ensuring both client and organizational legal protection.

How to Apply

Send your resume + cover letter to:
Questions? Call: ext. 1013
Learn more:  

Use subject line: Legal Specialist Application (Your Name)

We offer a flexible working policy that supports a healthy balance between personal and professional well-being. This role requires in-office presence on Tuesdays & Thursdays to collaborate, connect, and learn from peers - while also maintaining the flexibility for meaningful work-life balance.

Being a Legal Solutions Advisor at iManage Means.

You'll act as a strategic market voice and trusted advisor at the intersection of legal innovation, AI, knowledge management, and risk. You will engage with partners, knowledge leaders, and legal ops professionals to guide transformation journeys, shape how legal tech is discussed in the market, and ensure iManage continues to lead from the front on topics like generative AI, knowledge search, and governance. Your voice will influence not only customers, but also our internal strategy. You are a legally trained expert who thrives in both external thought leadership and internal influence-working across Sales, Pre-Sales, Product, and Marketing to elevate iManage's credibility, market impact, and roadmap alignment.

iM Responsible For.

• Acting as a legal industry subject matter expert to support go-to-market strategies and product messaging across Knowledge, Risk, Compliance, and AI.
• Representing iManage at conferences, webinars, and legal tech events-delivering compelling presentations and building brand trust with legal stakeholders.
• Partnering with Sales and Pre-Sales to design discovery frameworks and demo narratives that resonate with regional legal markets.
• Advising Product on customer trends, competitive shifts, and evolving market expectations to guide roadmap and feature planning.
• Supporting Early Access Programs and customer validation efforts to ensure strategic alignment of new offerings.
• Authoring or co-authoring thought leadership content, including white papers, solution briefs, and field enablement materials.
• Participating in strategic deal conversations as a trusted advisor-not a closer-helping connect business problems to platform capabilities.
• Enabling internal teams by translating legal workflow nuance into actionable insight across functions.

iM Qualified Because I Have.

• A legal background (law degree preferred) and deep experience in legal operations, innovation, or knowledge leadership.
• 10+ years of experience working with or inside law firms, legal tech providers, or advisory roles focused on legal transformation.
• Strong familiarity with legal workflows related to knowledge search, risk & compliance, document automation, and AI.
• Proven ability to speak to senior legal audiences-from innovation leads and KM heads to GCs and managing partners.
• A track record of building cross-functional alignment between commercial teams and product functions in a SaaS environment.
• Exceptional storytelling skills-comfortable presenting at conferences, writing content, and influencing both internally and externally.
• A collaborative, low-ego approach with the ability to lead without direct authority.

Bonus Points If I Have.

• Experience supporting product launch planning or internal field readiness programs.
• Familiarity with Agile development processes or working closely with Product Managers.
• Published thought leadership in legal journals, blogs, or tech platforms.
• Experience as a public speaker or panelist on legal tech, AI, or innovation topics.

Don't meet every qualification listed above? Studies show that women and people of color are less likely to apply to jobs unless they meet all qualifications. At iManage, we are committed to building a diverse and inclusive environment, and encourage everyone to show up as their full authentic selves. We welcome those that come with a growth mindset and a hunger for learning; so, if you are excited about this role but your past experience doesn't align perfectly with every qualification we encourage you to apply anyways!

iM Getting To.

• Join a rapidly evolving, industry-leading SaaS company on an exciting journey of growth and scalability!
• Take on meaningful, high-impact challenges by leveraging cutting-edge technologies and best-in-class protocols to drive innovation.
• Own my career path with our internal development framework. Ask us more about this!
• Expand my skill set and earn certifications with unlimited access to LinkedIn Learning courses and interactive Microsoft courses & training.
• Be part of a supportive and experienced team within a dynamic, inclusive, and encouraging culture.
• Enjoy flexible work hours that empower me to balance personal time with professional commitments.
• Collaborate in a modern, open-plan workspace featuring a gaming area, free snacks and drinks, and regular social events.

iManage Is Supporting Me By.

• Creating an inclusive environment where I can help shape the culture not just by fitting in, but by adding to it.
• Providing a market competitive salary that is applied through a consistent process, equitable for all our employees, and regularly reviewed based on industry data.
• Rewarding me with an annual performance-based bonus.
• Offering comprehensive Health/Vision/Dental/Life Insurance, and a 401k Retirement Savings Plan with a company match up to 4%.
• Granting enhanced leave for expecting parents; 20 weeks 100% paid for primary leave, and 10 weeks 100% paid for secondary leave.
• Providing me with a flexible time off policy to take the time off that I need. Be it for vacation, volunteering, celebrating holidays, spending time with family, or simply taking time to recharge and reset.
• Having multiple company wellness days each year to prioritize mental health and well-being.
• Providing access to RethinkCare, a global behavioral health platform that enhances personal well-being, strengthens professional resilience, and empowers parental success through expert-led training and resources.

The overall US annual base salary range for this position is $150,000-$180,000. Individual compensation for each candidate depends on factors such as qualifications, experience, and candidate location. This range does not include additional forms of compensation, such as bonuses, or benefits. Your recruiter will provide further details about the offer range, incentives, and overall compensation during the hiring process.

iManage is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity via text and exclusively communicates from emails using the @imanage.com domain. If you have any concerns or questions about communications you have received, please send them to (email protected) so our team members can review.

About iManage.

At iManage, we are dedicated to Making Knowledge Work™. Our intelligent, cloud-enabled, and secure platform is trusted by 4,100+ customers and 430,000 users worldwide, managing over 11 billion documents and 11 petabytes of data. We empower professionals across 65+ countries to unlock the full potential of their business content and communications.

We are continuously innovating to solve the most complex professional challenges and enable better business outcomes; Our work is not always easy but it is ambitious and rewarding.

So we're looking for people who embrace challenges. People who thrive on solving problems, pushing boundaries, and collaborating with the industry's best and brightest. That's the iManage way. It's how we turn the impossible into reality, empower our employees to grow, unlock their potential, and create a meaningful impact on everything we do.

Whoever you are, whatever you do, however you work. Make it mean something at iManage.

iManage provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Learn more at:

Please see our privacy statement for more information on how we handle your personal data:

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
4. Act as "face" of private practice within LSG firm relationship teams for assigned firms.
5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.
6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition.
7. Document all client interactions via CRM system.
8. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)
9. Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market.
10. Support LSG teammates through collaborative relationship strategies and teamwork.
11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. 5-7 years or more of banking experience in portfolio-oriented roles
3. FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position
4. Extensive knowledge of banking products and services, corporate banking & private banking arenas.
5. Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
6. Proven success in the acquisition of new personal client relationships.
7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs.
8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families.
9. Has strong consultative and client management skills with the ability to sell a wide range of products and services.
10. Excellent oral, written, presentation and client service skills.
11. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams.
12. Solid understanding of the legal profession.
13. Strong knowledge of Microsoft Office Products.
Preferred Qualifications:
1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

Senior Client Intake Specialist (Immigration And Criminal Defense)

Our Houston office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development oriented, and works well with people. We ask that you have a strong Immigration or Criminal Defense background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our Houston office as is required for this role.

Responsibilities

• Screen telephone calls before scheduling an attorney-client consultation
• Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
• Immediately contact every potential client and establish relationship with client
• Update logs and reporting systems to reflect status of all potential new clients
• Conduct potential new client interviews with genuine empathy and compassion
• Schedule appointments for potential clients
• Take accurate notes during the attorney-client initial consultation
• Collaborate with our attorneys to complete the initial consultation process
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Follow instructions from the supervising attorney and perform accordingly
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)

Qualifications

• Bilingual (English/Spanish) with full proficiency REQUIRED.
• Minimum 3 years of sales experience required, customer service experience a major plus
• Strong background with performance-based metrics
• Case Management software experience is a major plus
• Resourceful and motivated to solve issues as they arise
• Proven track record to meet goals and deadlines
• Must be able to work weekends
• Immigration and Criminal Defense experience is strongly preferred

Here at The United Firm, A.P.C., we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry. Apply now!

The The United Firm, A.P.C is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.

Houston , Texas| United States Direct Hire

Our client, a top-tier global law firm, is seeking a Legal AI Technology Advisor to join its team in either Washington, DC or Houston, TX. This position is ideal for a forward-thinking technologist with experience in legal innovation and a strong understanding of the global financial regulatory landscape. Candidates should bring hands-on experience with custom GPTs/intelligent agents, PowerBI skills and a curiosity for how emerging AI tools can transform legal workflows. This is a unique opportunity to work at the intersection of legal practice and cutting-edge AI, advising on the practical use of generative tools like ChatGPT within a global legal framework.

Responsibilities:

• Develops a deep understanding of the needs of both internal legal teams and external clients and translates them into effective tech solutions
• Builds strong relationships with clients, positioning yourself as a "trusted advisor"
• Advises on the integration of AI, machine learning, and other advanced technologies in legal processes, such as contract analysis and document automation to foster efficiency and innovation
• Analyzes usage of and promotes firm's current Legal Technology Toolkit by delivering tailored presentations, demonstrations, and matter-specific configurations of products
• Collaborates with Product Management teams when new solutions are developed to offer feedback and guidance on delivery to meet lawyers' needs and enhance client experiences
• Balances immediate client needs with the firm's strategic aims, identifying opportunities for existing solutions where needed
• Supports power users in key legal technology solutions to expand our delivery capabilities
• Captures and shares feedback from firm's attorneys and business professionals across the global Legal Technology team throughout the product lifecycle
• Stays informed about the latest legal technology trends through continuous learning, networking, and research, and identifies opportunities for adoption within the firm
• Promotes the usage of our training materials and provides feedback on improvement opportunities

Qualifications

• Solid experience implementing and supporting advanced legal technologies in Corporate and/or Global Financial Market practice areas, preferably at a global law firm
• Bachelor's degree preferred (minimum of High School Degree or equivalent required)
• Prior experience introducing legal technology solutions in professional services firms preferred
• Strong comprehensive understanding of the legal technology landscape and its application at a global law firm
• Ability to challenge the status quo with innovative technology solutions
• Strong judgement in evaluating legal technology solutions for their potential to add value and align with strategic goals
• Ability to collaborate effectively with cross-functional teams, including legal professionals and IT specialists, and apply strong problem-solving and entrepreneurial skills to address challenges in legal technology implementation
• Effective verbal and written communication skills, delivered with enthusiasm and impact
• Strong relationship skills and an understanding of diverse ways of achieving outcomes
• Excellent time management and organizational skills, including the ability to prioritize and manage simultaneous deadlines
• Ability to work in a fast-paced environment
• Ability to travel to other offices within the U.S. as needed
• Must be independently legally authorized to work in the United States

Expected salary for this role is $130,000 - $165,000, commensurate with experience, training, skills, qualifications, and other market factors.

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