Legal Assistant

To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.

Job Title: Virtual Assistant

About the Company:

Our client is a boutique law firm focused on marketing, client success, and administrative tasks.

Job Description:

Our client is looking for a full-time virtual assistant to support their new law firm. You will handle marketing, client success, and administrative tasks. You will manage client intake, follow up on documents, schedule meetings, take notes, prepare engagement letters, and manage documents. You will also track referrals and manage an online card system.

Our client manages payroll and legal compliance. You will have complete management control and the right to immediate termination. The client will supply all necessary equipment and software.

Responsibilities of the role:

• Manage client intake.

• Follow up on missing information or documents for estate planning clients.

• Schedule meetings with clients and referral partners.

• Take meeting notes.

• Prepare engagement letters.

• Handle document generation.

• Manage e-sign and e-fax processes.

• Track referrals.

• Manage an online card system for thank you notes.

Required Experience and Qualifications:

• Fluent English is required. Any accent is acceptable.

• Minimum of 3 years of experience as a legal assistant.

• Experience in insurance law firms is a plus.

• Mid-level candidate seniority.

Preferred Skills:

• Experience with Spanish or Brazilian Portuguese is a plus.

Personality:

• Independent.

• Willing to speak their mind.

• Not a "yes person".

Software & Tools:

• Cleo

• Wealth Counsel

• ShareFile

• Microsoft email

• Zoom

• Decision Vault

• Microsoft Office

• Personal computer or laptop

• Microphone

• Headphones

Schedule:

Full-time, Monday through Friday.

Working hours align with United States Eastern time zone.

Flexibility on exact daily start and end times.

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.