Legal Assistant – Estate Planning

This is a fully remote position, open to applicants in Florida.

📋 Description

• Manage and update client information in Clio Grow and Clio Manage.

• Assist with client intake and onboarding procedures.

• Reach out to current clients to provide case updates.

• Handle incoming phone calls and address client inquiries.

• Aid in daily administrative tasks and client service within the firm.

• Ensure prompt follow-up and consistent engagement with clients.

• Facilitate communication between clients and the legal team.

• Help prepare and dispatch invoices.

• Follow up with clients concerning invoices and trust-related inquiries.

• Schedule new client consultations and manage appointments.

⛳️ Requirements

• Location: Florida, EST.

• Areas of practice: Estate Planning, Guardianship, Probate.

• Working hours: 08:30 a.m. to 05:30 p.m. - Monday through Friday.

• Excellent client communication, interaction, and interpersonal skills.

• Strong attention to detail and accuracy in documentation.

• Ability to consistently follow established processes and instructions.

• Strong organizational and time management abilities.

• Capability to build rapport with clients and sustain professional relationships.

• Efficiency and follow-through in executing tasks.

• Problem-solving mindset with the ability to work independently.

• Adaptability within a fast-paced legal environment.

• Professional and courteous communication style.

• Reliability and accountability in daily responsibilities.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.