Offshore Launch

Paralegal

• Draft and prepare legal and title documents such as warranty deeds, loan documents, and affidavits of heirship using firm templates.
• Ensure all documents are accurate, compliant, and properly formatted according to state requirements.
• Assist with portions of complex filings like condo regimes under the supervision of the paralegal.
• Coordinate with surveyors, lenders, and other third parties to gather required information.
• Follow up via email or phone to ensure timely submission of documents.
• Upload and organize client files, contracts, and correspondence in shared drives.
• Communicate regularly with the supervising paralegal and team through Slack, email, or video calls.
• Maintain confidentiality and demonstrate strong attention to detail in all assigned tasks.

Virtual Paralegal

Customer Success Manager

• Maintain a straightforward status (green/yellow/red) for each client to monitor progress.
• Provide weekly updates to clients, coaches, and the CEO reflecting accomplished tasks, next steps, and any blocks.
• Coordinate with coaches to ensure timely management of travel, meetings, and client assignments.
• Monitor key metrics on client and coach performance weekly.
• Ensure clarity of expectations before and after each coaching session.
• Follow up amicably yet assertively to ensure commitments are delivered.
• Identify and implement monthly improvements to enhance client experience.
• Ensure consistent communication so clients are always informed of developments.

Client Success Manager

Operations

• Coordinate project logistics and documentation—from initial lead entry to final invoicing—ensuring all files, photos, and approvals are current and accurately named.
• Communicate with city departments and inspectors to obtain permits, schedule inspections, and clarify requirements.
• Maintain project folders and shared drives with signed contracts, estimates, invoices, and warranties.
• Track job milestones (e.g., Lead → Prospect → Approved → Completed → Invoiced) and ensure tasks like material/work order approvals, Payzer links, and install reminders are completed on schedule.
• Support owners in preparing client communication, reminders, and follow-ups using established templates (install reminders, photo reports, etc.).
• Prepare basic marketing materials: post social content, organize photos/videos from job sites, and assist with short video edits.
• Document recurring processes and help build internal SOPs for project management, invoicing, and reporting.
• Handle miscellaneous administrative, vendor, and reporting tasks as assigned to keep projects moving efficiently.

Operations & Project Assistant – Construction

Executive Assistant

• Manage and prioritize the CEO’s calendar, meetings, travel, and communication with professionalism and discretion.
• Track deals and invoices across HubSpot and QuickBooks, flag overdue payments, and deliver clear weekly AR visibility reports.
• Oversee software seat management and maintain onboarding/offboarding checklists; liaise with Gusto HR for new-hire setup.
• Translate Slack, emails, and verbal downloads into organized task boards and a concise 'Morning Brief' of daily priorities.
• Prepare and summarize leadership meetings — draft agendas, capture action items, and circulate polished recaps.
• Manage LinkedIn presence: track key contacts, queue engagement posts, and help maintain consistent visibility within the HubSpot ecosystem.
• Conduct daily pulse checks with the CEO to align priorities, remove blockers, and close feedback loops.
• Continuously document and refine workflows to build structure, accountability, and calm across Growth’s leadership rhythm.

Legal Assistant

• Serve as the first point of contact for prospects when they call or email the firm.
• Quickly build rapport with prospects and gather necessary information, logging data into CRM.
• Efficiently schedule clients for initial consultations and motivate them to complete their intake homework.
• Nurture and engage clients throughout the planning process, providing consistent communication.
• Manage all scheduling for the attorney, confirming appointments and following up as needed.
• Send engagement letters, invoices, and follow-up emails for payment.
• Support the trust funding process by gathering and confirming client documents.
• Assist with light content posting and scheduling for social media.

Virtual Legal Assistant

• Accurately enter and review client data into drafting software systems
• Draft legal documents using provided software, templates and checklists
• Proofread and edit documents to eliminate errors and ensure consistency
• Conduct document reviews for formatting, grammar, and internal consistency
• Assist attorneys by completing assignments on time and ahead of schedule
• Manage and prioritize multiple client files and tasks simultaneously
• Collaborate with the team to ensure high-quality deliverables and efficient workflows

Virtual Paralegal, Drafter

Learning and Development

• Publish and format long-form documents in Microsoft Word — including use of style sheets, nested tables, cross-references, index building, and consistent long-document management.
• Prepare manuscripts for submission, ensuring formatting aligns with publisher requirements and brand standards.
• Proofread, format, and maintain all publishing documents and templates to a professional, ready-to-publish level.
• Convert and update PowerPoint decks (60–300+ slides) into new branded templates using master slides and automation tools rather than manual edits.
• Apply company-wide branding and formatting updates across Word, PowerPoint, and marketing materials.
• Assist with marketing operations, including social media posting, newsletter layout, and light copy drafting guided by a communications style guide (in development).
• Leverage AI tools such as ChatGPT to generate or refine posts, newsletters, and engagement content consistent with Royal Wise’s brand tone.
• Support ad hoc and special projects with strong initiative, organization, and independent problem-solving.

Instructional Designer

• Serve as the first point of contact for prospects, clients, and referral partners via phone and email
• Gather prospect information and log data into CRM or Case Management System
• Efficiently schedule clients for initial consultation and manage attorney calendar
• Motivate prospects to complete intake homework or intake questionnaires
• Nurture and engage clients throughout the planning process and provide follow-up communication
• Conduct post-consultation calls to request missing information, confirm payments, and explain next steps
• Prepare and send engagement letters, invoices, and follow-up emails for payment; track payment plans
• Support trust funding process by gathering and confirming client documents
• Prepare clients for signing ceremonies and send thank-you gifts to clients or referral partners
• Possibly assist with light social media content posting and scheduling

• Accurately enter and review client data into drafting software systems
• Draft legal documents using provided software, templates and checklists
• Proofread and edit documents to eliminate errors and ensure consistency
• Conduct document reviews for formatting, grammar, and internal consistency
• Work full-time with the Client company while receiving ongoing support from Offshore Launch
• Participate in Offshore Launch Slack workspace, bi-weekly All Team meetings, and monthly reviews
• Contribute to precision, consistency, and excellence in estate planning legal operations

Paralegal, Drafter

Producer

• Oversee ancillary sidework projects (gutters, windows, siding, fencing, interior work) outside core roofing services.
• Monitor AccuLynx for sidework requests, review scopes for completeness, and solicit and present subcontractor bids.
• Coordinate with the Roofing Production Manager to align timelines and with consultants, subcontractors, and the Director of Operations.
• Schedule installations, assign labor tickets, manage multi-trade projects, and handle rescheduling due to delays (weather, homeowner issues).
• Track project completion and quality, document subcontractor pricing trends, and provide sidework reports with actionable insights for management.
• Drive operational excellence to support company growth and efficient bidding, scheduling, and execution.

Production Manager

Graphics Designer

• Bring consistency, polish, and creativity to marketing deliverables; execution-first role creating and delivering visuals.
• Work closely with Growth/Strategy Marketer to turn campaign concepts, blog content, case studies, and event promotions into professional, on-brand designs across digital and print.
• Create visual assets for marketing campaigns.
• Refresh and maintain website/landing page layouts in line with brand guidelines (design side only).
• Maintain and update the centralized brand and marketing materials library (templates, graphics, case studies, decks, one-pagers).
• Ensure all visuals are consistent with BetterUnite’s brand guidelines (colors, typography, templates).
• Support internal teams (sales, events, customer success) with designed collateral as needed.

Graphic Designer

Customer Support

• Be the voice and support system for homeowners—managing communications, ensuring smooth project tracking, and upholding exceptional service from start to finish.\n• Answer inbound calls and respond to homeowner inquiries with professionalism and warmth\n• Manage project details and updates in Acculynx; Handle data entry and keep our CRM accurate and up-to-date\n• Proactively reach out to homeowners before, during, and after projects to ensure satisfaction\n• Route customer communications to the right internal teams\n• Provide administrative and operational support as needed