Legal & Finance Operations Specialist — Project-Based | US-Facing

Remote | LATAM | US Eastern Time overlap

About the Project

We are looking for an experienced Legal & Finance Operations Specialist for a project-based engagement supporting a growing company and its founder.

The founder is currently handling too much of the company's operational queue — including entities, accounts, vendors, documentation, deadlines, and recurring obligations.

The objective of this project is to build and establish a reliable operating system around that work and take ownership of the day-to-day queue.

This is a hands-on operator project , not a legal-advisory role and not a call-center or general administrative position.

We are looking for someone who has already performed this type of work in a US-facing legal, finance, or business operation and can step in with a high degree of ownership.

What You'll Own

During the project, you may be responsible for:

- Building and maintaining inventories of entities, counterparties, accounts, matters, and recurring obligations.
- Preparing organized document packets, status memos, timelines, and open-item lists for counsel, executives, or managers.
- Drafting professional correspondence for review and approval.
- Tracking deadlines, filings, renewals, and follow-ups without needing to be reminded.
- Managing inbound account, vendor, entity, and operational correspondence.
- Preparing outbound drafts and maintaining follow-up calendars.
- Identifying missing documentation, outstanding items, and operational gaps.
- Maintaining accurate records across multiple active matters or accounts.
- Supporting vendor and account administration.
- Handling confidential financial, legal, and entity information within approved systems and secure workspaces.




- Escalating decisions and exceptions appropriately while independently owning routine follow-up.

What We're Looking For You have already performed most of the following in English for a US firm, company, or US-facing operation :

- Legal file or matter management
- Account or entity inventory management
- Document and packet preparation
- Status reporting and open-item tracking
- Deadline and filing tracking
- Executive, attorney, or professional support
- Vendor or account operations
- Financial or entity documentation
- Professional business correspondence
- Confidential document handling

Strong backgrounds may include:
- Legal Operations
- Paralegal
- Legal Process Outsourcing (LPO)
- Corporate Legal Support
- Entity Management
- Finance Operations
- Commercial Legal Operations
- Creditors' Rights
- US-facing back-office operations

Strong signal: bilingual legal-ops, paralegal, LPO, or finance-ops experience supporting US commercial or creditors' rights work from LATAM. This Project Is Not a Fit If...

This project is probably not the right fit if your experience has been primarily:

- Answering phones or transferring calls
- Reception or front-desk support
- General virtual assistance
- General administrative support without ownership of files or operational workflows
- Customer service
- Providing legal advice or practicing law without the required authorization

We are looking for someone who owns the queue , not someone who waits for the next task.



What Success Looks Like The initial project is designed to establish a functioning operational system.

Success means

- A reliable inventory of live entities, counterparties, accounts, and recurring obligations.
- Outstanding documentation, filing, and operational gaps clearly identified and queued.
- Inbound account and vendor correspondence organized and routed appropriately.
- Outbound drafts and follow-ups operating under clear standing rules.
- A functioning calendar for deadlines, filings, renewals, and recurring obligations.
- The founder involved primarily when a signature, decision, or exception is required.

How We Work We establish the policy once, then operate by it.

You will be expected to own follow-up, maintain the queue, and move work forward independently rather than requiring daily direction or repeated review of routine communications.

Confidentiality, organization, accuracy, and documentation discipline are essential.

The project will include a clean contractor agreement through Deel, Rippling, or a similar platform , an NDA, and access to a dedicated secure workspace for company information.

Project Engagement

This is a project-based contractor engagement. It is not being offered as a permanent or full-time employment position at the outset.

The initial engagement will focus on establishing the operational system, taking ownership of the queue, and demonstrating that the model works effectively.

If the project is successful and there is a mutual fit, there may be an opportunity to continue the relationship on an ongoing basis. Any continued engagement would be discussed separately at that time.

Location & Availability

- Remote
- LATAM preferred
- Same-day working-hour overlap with US Eastern Time
- Strong written and spoken English required

📌 Legal & Finance Operations Specialist — Project-Based | US-Facing (Colombia)
🏢 Freely
📍 Colombia