Global Legal Assistant

Overview

This role supports a legal team focused on estate planning and administration. As a Legal Assistant and first point of contact, you will help drive the intake process, handle communication and scheduling, and provide empathetic support to prospective and existing clients. Over time, the position can expand to include broader operational responsibilities.

Responsibilities

• Intake Support: Serve as the first point of contact for prospective clients; provide an empathetic experience; warm-transfer calls when appropriate; take accurate messages; support the intake process.
• Phone Coverage: Answer incoming calls consistently during business hours; provide a positive experience; transfer calls when necessary.
• Scheduling: Support consultation scheduling, appointment changes, and calendar coordination for attorneys and staff; increase ownership as you become established.
• Client Follow-Up: Support timely follow-up with prospective and existing clients to ensure questions, messages, and next steps are addressed.
• Administrative Support: Assist with clerical tasks such as mailing and document management; support attorneys with non-billable tasks.
• System Utilization: Use firm systems including ESI VoIP, Clio, and Clio Grow to manage client interactions.
• Growth Opportunity: Gradually take on more significant responsibilities such as lead qualification and operational support as you become established.

Requirements

• Communication Skills: Excellent verbal communication with a clear, understandable phone presence.
• Client Service: Proactive and empathetic approach to client interactions.
• Organizational Skills: Strong ability to schedule and manage a dynamic calendar efficiently.
• Technical Proficiency: Comfort with technology including VoIP systems, Clio, Microsoft Office, and the ability to adapt to new platforms.
• Remote Work Readiness: Reliable high-speed internet, a dependable home-working environment, and comfort using VoIP/mobile phone systems are required.
• Patience and Empathy: High emotional intelligence to handle sensitive client interactions, including across diverse client demographics.
• Problem Solving: Solutions-oriented mindset with the ability to take initiative and address issues independently.
• Schedule Availability: Ability to work consistently during the firm’s U.S. business hours to provide reliable phone and intake coverage.
• Flexibility: Openness to occasional overflow coverage, if needed, with additional coverage expectations communicated in advance.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Competitive monthly salary with potential incentives for additional coverage.
• Generous holiday time (specific holiday details discussed during the interview process).
• Professional development with growth opportunities and potential for career advancement.
• Remote opportunity with consistent availability during the firm’s U.S. business hours.

Location

• Remote work is available, with consistent availability during the firm’s U.S. business hours required.