V105 - Legal Intake & Administrative Assistant

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

Schedule: Monday to Friday 8:30 AM – 5:30 PM MST

Monthly Compensation: 1,150 to 1,220 USD

Responsibilities include, but are not limited to:

• Download, format, and proof documents for accuracy, grammar, formatting, and client data.

• Collect, organize, and save client documents (IDs, deeds, account statements, etc.) in accordance with firm SOPs and naming conventions.

• Answer and route incoming phone calls, emails, and client inquiries.

• Prepare and maintain detailed asset spreadsheets.

• Prepare and maintain detailed asset spreadsheets.

• Provide regular client status updates under paralegal supervision.

• Draft initial templates for wills, trusts, powers of attorney, deeds, and ancillary documents under paralegal/attorney supervision.

• Maintain organized digital files in OneDrive per firm SOPs.

• Schedule consultations, signings, and hearings. Coordinate calendars for attorneys and paralegals.

Requirements:

• 1–3 years’ experience in a legal or professional services setting (estate planning/probate experience preferred).
• Strong organizational and follow-through skills; ability to systematize tasks
• Proficiency with MS Office Suite (Word, Excel, Outlook) and comfort learning legal tech platforms.
• Familiarity with (or willingness to learn): PracticePanther, OneDrive, Simplifile, DocuSign, IntakeQ, SnapForms, Monday.com, Zoom.
• Excellent written and verbal communication skills; professional client interaction skills.
• Detail-oriented, accurate, and able to manage multiple deadlines.
• Ability to work collaboratively with paralegals, attorneys, and clients while maintaining confidentiality.

Work Shift:

Languages:

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

Originally posted on Himalayas